Advyzon · 5 days ago
Vice President of Relationship Management - Advyzon Investment Management
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expAdvyzon is seeking a highly motivated and experienced VP, Relationship Manager for AIM. The ideal candidate will manage and nurture client relationships while cross-selling AIM products and services to existing clients, requiring strong sales and relationship management skills.
AdviceFinancial ServicesImpact Investing
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
Qualification
Required
Bachelor's degree in Business, Management, or a related field
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
Preferred
MBA or relevant certification is a plus
Company
Advyzon
Advyzon is a cloud-based platform that offers management and customizable performance reporting for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Samantha Schwimmer
Chief Marketing Officer
Recent News
2024-10-22
Company data provided by crunchbase