Relationship Manager - Financial Services, Chicago
Compensation
$70k – $100k /yr
Employment type
Full-time
Work setting
On-site
Location
Chicago, IL
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Relationship Manager - Financial Services, Chicago is an onsite role based in Chicago, IL. The compensation for this position is $70,000 - $100,000 per year, and the role supports the Core RIA client segment at Advyzon. This role is responsible for managing a portfolio of Registered Investment Advisor firms to drive retention, platform adoption, and client health. The manager coordinates across internal teams to ensure client success and reduce churn.
What you'll do
- Own and manage a portfolio of Core RIA client relationships
- monitor client health indicators
- drive adoption of platform capabilities
- lead renewal conversations
- identify expansion opportunities
- execute a tiered engagement model
- collaborate with support, consulting, product, and sales teams.
What we're looking for
- Skills & competencies
- full-timeday shiftchicago ilfinancial servicesrelationship managerclient successfintechriaretentionaccount management$70k-$100k/yronsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive salary
- hybrid work environment.
Why this role
Named to the Best Places to Work in Fintech list; focus on all-in-one technology for advisory firms.
About the employer
Advyzon is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-1199.00
You'll be redirected to the employer's application page.
Listing ID: d10173bc-424f-4047-89c4-280386220b39