VP, Relationship Manager

1 day ago


Chicago, Illinois, United States Advyzon Full time
Job Title: VP, Relationship Manager

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.

Job Summary

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.

Key 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.
Requirements
  • 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
Benefits
  • Healthcare coverage starting at $0 out of pocket for individuals
  • HSA with annual company contribution ($200/individual, $350/family)
  • Vision and Dental offered
  • Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
  • $50K life and AD&D coverage at no charge
  • 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match
  • Unlimited PTO policy


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