Manage a portfolio of Core RIA clients to drive platform adoption, ensure client health, and maximize retention. Coordinate with internal teams to address client needs and identify expansion opportunities to increase net revenue retention.
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.
Role Overview 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.
Key Responsibilities 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.
Adoption & Value Realization
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.
Renewals & Retention
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.
Growth & Expansion
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.
Scaled Engagement & Operational Discipline
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.
Cross-Functional Collaboration
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.
Success Metrics (KPIs) 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)
Retention & Revenue
Gross Renewal Rate
Net Revenue Retention (NRR)
Churn rate within Core RIA portfolio
Expansion ACV from assigned accounts
Operational Effectiveness
Portfolio coverage rate per quarter
Renewal forecasting accuracy
Account plan completion rate (where applicable)
Timely follow-up and documentation in CRM
Compensation $70k-$100k, all in *This is a remote job.
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
