Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of ...
Quick apply
24 Advyzon Jobs Hiring Near You
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of ...
Associate Trader
Lisle, IL · On-site
$15.50 - $20.75/hr
Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary ...
Associate Trader
Lisle, IL · On-site
$15.50 - $20.75/hr
Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary ...
Associate Trader
Lisle, IL · On-site
$15.50 - $20.75/hr
Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary ...
Quick apply
Associate Trader
Lisle, IL · On-site
$15.50 - $20.75/hr
Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary ...
Associate Compliance Specialist
Lisle, IL · On-site
We are seeking a highly motivated and detail-oriented Associate Compliance Specialist to support the day-to-day compliance operations of Advyzon Investment Management (AIM), a rapidly growing TAMP ...
New
Quick apply
Associate Compliance Specialist
Lisle, IL · On-site
We are seeking a highly motivated and detail-oriented Associate Compliance Specialist to support the day-to-day compliance operations of Advyzon Investment Management (AIM), a rapidly growing TAMP ...
New
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...
Quick apply
Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...
Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...
Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Quick apply
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head Of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head Of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Quick apply
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Why Join Advyzon * Build deep expertise in trading technology and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering ...
New
Quick apply
Why Join Advyzon * Build deep expertise in trading technology and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering ...
New
Client Service Manager
Lisle, IL · On-site
AIM is seeking a Client Service Manager to join our team of service professionals. This individual will act as a key point of contact for service and operations. The CSM will be involved in all ...
New
Quick apply
Client Service Manager
Lisle, IL · On-site
AIM is seeking a Client Service Manager to join our team of service professionals. This individual will act as a key point of contact for service and operations. The CSM will be involved in all ...
New
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: North Hills, NC Job Type: Full-Time About the Role We are seeking a highly motivated and customer ...
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: North Hills, NC Job Type: Full-Time About the Role We are seeking a highly motivated and customer ...
Customer Education Specialist
Chicago, IL · On-site +1
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Customer Education Specialist
Chicago, IL · On-site +1
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Quick apply
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Client Support Specialist - Financial Services, Chicago
Chicago, IL · On-site
$55K - $70K/yr
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: Chicago, IL Job Type: Full-Time About the Role We are seeking a highly motivated and customer-oriented ...
Client Support Specialist - Financial Services, Chicago
Chicago, IL · On-site
$55K - $70K/yr
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: Chicago, IL Job Type: Full-Time About the Role We are seeking a highly motivated and customer-oriented ...
Client Support Specialist - Financial Services, North Hills, NC
Raleigh, NC · On-site
$17.50 - $23.50/hr
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: North Hills, NC Job Type: Full-Time About the Role We are seeking a highly motivated and customer ...
Quick apply
Client Support Specialist - Financial Services, North Hills, NC
Raleigh, NC · On-site
$17.50 - $23.50/hr
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: North Hills, NC Job Type: Full-Time About the Role We are seeking a highly motivated and customer ...
Customer Education Specialist The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user ...
Customer Education Specialist The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user ...
Advyzon Jobs Information
What are the most popular cities for Advyzon jobs?
What are the most popular states for Advyzon jobs?
Job description
About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.
The Relationship Manager is responsible for driving retention, adoption, and positive client health outcomes across Advyzon’s Core RIA client segment. The primary objective of this role is to ensure that each firm in their portfolio is successful on the Advyzon platform and realizing ongoing value.
This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale. This role plays a critical part in maintaining strong client health, increasing platform adoption, and reducing preventable churn.
The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end. This individual must be comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales) to ensure client needs are addressed quickly and effectively.
Success in this role requires someone who takes ownership of their book of business, acts with urgency, and consistently takes initiative to drive outcomes for clients. Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level.
Portfolio Ownership & Client Health
- Own and manage a portfolio Core RIA client relationship.
- Maintain a structured engagement cadence based on firm size, complexity, and health score.
- Monitor client health indicators including:
- Product adoption and usage depth
- Engagement trends
- Support patterns and recurring friction
- CSAT/NPS feedback
- Renewal timing
- Proactively identify risk signals and execute retention strategies before issues escalate.
- Serve as the primary relationship-level contact for assigned firms.
- Drive increased adoption of key platform capabilities including:
- Performance Reporting
- Trading
- CRM
- Client Portal
- Financial Planning
- Auria / AIM (as applicable)
- Conduct scaled business reviews (virtual QBRs or structured check-ins depending on account tier).
- Lead value-based conversations focused on workflow efficiency, advisor productivity, and firm growth.
- Share best practices tailored specifically to RIA operating models.
- Own renewal conversations for assigned Core RIA accounts.
- Maintain high renewal rates through proactive value reinforcement.
- Develop structured save plans for at-risk accounts.
- Identify firms that may qualify for Enterprise segmentation as they scale.
- Identify and pursue expansion opportunities including:
- Additional accounts or households
- Additional advisor teams within a firm
- Cross-sell of new Advyzon products
- Partner with Sales for larger expansion motions when appropriate.
- Drive net revenue retention through disciplined portfolio management.
- Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch).
- Use CRM, reporting dashboards, and automation tools to manage volume efficiently.
- Conduct group webinars, office hours, or product update sessions for Core RIA clients.
- Maintain accurate account documentation and renewal forecasting.
- Partner closely with:
- Support to identify recurring issues impacting retention.
- Consulting to ensure strong onboarding-to-relationship handoffs.
- Product to provide structured RIA feedback.
- Sales to coordinate expansion opportunities.
- Escalate high-risk or complex accounts to the Director, Client Success as needed.
Client Health & Experience
- CSAT trends across Core RIA portfolio
- NPS contribution from Core segment
- Feature adoption rates
- Engagement coverage (% of accounts with documented proactive outreach)
- Gross Renewal Rate
- Net Revenue Retention (NRR)
- Churn rate within Core RIA portfolio
- Expansion ACV from assigned accounts
- Portfolio coverage rate per quarter
- Renewal forecasting accuracy
- Account plan completion rate (where applicable)
- Timely follow-up and documentation in CRM
Salary - $70k-$100k, all in
Powered by JazzHR
cU1pHqqaOn