Vice President of Relationship Management - Advyzon Investment Management

Remote

Full Time

Executive

We are seeking a highly motivated and experienced VP, Relationship Manager for AIM (Advyzon Investment Management) with strong sales/relationship management skills to join our team. The ideal candidate will be responsible for managing and nurturing client relationships, cross-selling AIM products and services to current Advyzon technology clients and cross-selling additional AIM products and services to current Advyzon Investment Management clients.

This role requires a strategic thinker with excellent communication and sales skills.

Primary Responsibilities

Cross-sell to current Advyzon technology clients.
Cross-sell to current AIM clients.
Develop and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
Drive client executive engagement and executive stakeholder management.
Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards.
Collaborate with cross-functional teams to ensure seamless project execution and client satisfaction.
Identify opportunities for business growth and work with the sales team to develop and implement strategies.
Monitor project progress, identify potential risks, and implement mitigation plans.
Provide regular updates to clients and internal stakeholders on project status and performance.
Conduct post-project evaluations to identify areas for improvement and ensure continuous enhancement of services.
Mentor and guide team members, fostering a culture of learning and development.

Skills/Qualifications

Bachelor’s degree in Business, Management, or a related field. MBA or relevant certification is a plus.
Minimum of 10 years of experience in relationship management and/or sales roles.
Minimum of 10 years of financial services experience, including but not limited to wealth management and investment management.
Proven track record of successfully managing client relationships and delivering complex projects.
Strong leadership and team management skills.
Excellent communication, negotiation, and interpersonal skills.
Ability to think strategically and solve problems effectively.
Proficiency in project management tools and software.
Ability to work in a fast-paced and dynamic environment.

This is a Remote position.

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Will you now or in the future require visa sponsorship or transfer to work?*

Do you reside in one of the following states:
AZ, CA, CO, FL, IL, IN, MA, MD, MI, MN, NC, NE, OH, PA, TX, UT, VA, WA, WI?*

Do you have experience in the financial services industry?*

If yes, please elaborate on your experience within the financial services industry.
*If none, input N/A*

How comfortable are you doing your own leg work to generate and contact leads?*

What are your compensation expectations?*

What is your highest level of education completed?*

Human Check*

Submit Application

Thanks for visiting our Career Page. Please review our open positions and apply to the positions that match your qualifications.

Vice President of Relationship Management - Advyzon Investment Management

Primary Responsibilities

Skills/Qualifications

Apply for this position