More jobs:
Remote Relationship Manager, Client Retention & Growth
Remote / Online - Candidates ideally in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-24
Chicago, Cook County, Illinois, 60290, USA
Listing for:
Advyzon
Remote/Work from Home
position Listed on 2026-07-24
Job specializations:
-
Sales
Client Relationship Manager, Customer Success Mgr./ CSM, Business Development, Account Manager
Job Description & How to Apply Below
Advyzon, a Chicago-based fintech company, is seeking a Relationship Manager to drive retention, adoption, and client health across Core RIA accounts. You will coordinate with Support, Consulting, Product, and Sales to ensure client success and scalable relationship management.
You will manage a portfolio of RIA firms, lead value-based conversations, conduct QBRs, and collaborate cross-functionally to grow adoption of Advyzon capabilities like Reporting, Trading, CRM, Client Portal, and Financial
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