Relationship Manager – Financial Services

Advyzon

Relationship Manager responsible for driving client retention and adoption for Core RIA clients at Advyzon. Managing portfolios, addressing client needs, and collaborating with internal teams.

Posted 7/21/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, focusing on client retention and proactive engagement. Proficient in coordinating with cross-functional teams to address client needs and enhance overall client satisfaction.

Highest-signal resume keywords

Client Relationship ManagementWealth ManagementFintechCRM ToolsCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Excellent Communication SkillsAbility to Work with Cross-Functional Teams

Tools & Technologies

CRM Tools

Industry Keywords

Client RetentionClient Health IndicatorsBusiness ReviewsValue Conversations

About the role

Key responsibilities & impact

Manage a portfolio of Core RIA client relationships
Drive client retention through proactive engagement
Monitor client health indicators and address issues
Conduct scaled business reviews and lead value conversations
Coordinate with internal teams to address client needs

Requirements

What you’ll need

3+ years of experience in client relationship management
Strong understanding of wealth management or fintech
Excellent communication skills
Ability to work with cross-functional teams
Experience with CRM tools

Benefits

Comp & perks

Health insurance
Flexible work arrangements
Professional development opportunities