Relationship Manager - Financial Services, North Hills, NC

Advyzon•Raleigh, NC

1d•Onsite

About The Position

Advyzon is seeking a Relationship Manager to drive retention, adoption, and positive client health outcomes for its Core RIA client segment. The primary objective is to ensure client success on the Advyzon platform and ongoing value realization. This role involves managing a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale, maintaining strong client health, increasing platform adoption, and reducing churn. The ideal candidate is self-driven, highly accountable, proactive, with strong communication skills and the ability to manage 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 requires ownership of the book of business, urgency, and initiative to drive client outcomes. Industry experience in wealth management or fintech is a strong plus, but the ability to learn quickly, take initiative, and execute at a high level is most important.

Requirements

Demonstrated ability to learn quickly, take initiative, and execute at a high level.
Strong communication skills.
Ability to quarterback client relationships end-to-end.
Comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales).
Takes ownership of their book of business.
Acts with urgency.
Consistently takes initiative to drive outcomes for clients.
Experience with CRM, reporting dashboards, and automation tools.
Experience with portfolio ownership and client health monitoring.
Experience with renewal conversations and retention strategies.
Experience identifying and pursuing expansion opportunities.
Experience with scaled engagement models.
Experience maintaining accurate account documentation and renewal forecasting.
Experience collaborating with cross-functional teams.

Nice To Haves

Industry experience in wealth management or fintech.

Responsibilities

Own and manage a portfolio of Core RIA client relationships.
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, and 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, and Auria / AIM.
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, and 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.
Partner closely with Consulting to ensure strong onboarding-to-relationship handoffs.
Partner closely with Product to provide structured RIA feedback.
Partner closely with Sales to coordinate expansion opportunities.
Escalate high-risk or complex accounts to the Director, Client Success as needed.