Senior Vice President, Relationship Management

Senior Vice President, Relationship Management

Advyzon Investment Management (AIM)

Position Overview

Advyzon Investment Management (AIM) is seeking an experienced Senior Vice President, Relationship Management to manage and grow a portfolio of existing AIM client relationships.

The SVP, Relationship Management will serve as a senior strategic partner to RIAs and financial advisory firms utilizing AIM’s investment management platform and solutions. This role is focused exclusively on the ongoing success, retention, and expansion of existing AIM relationships.

Success in this role will be measured by the strength and retention of client relationships, growth in net new assets, increased share of wallet, adoption of additional AIM solutions, and the overall health of the assigned client territory.

The ideal candidate combines deep knowledge of the RIA and investment management landscape with strong relationship-management skills, commercial acumen, and the ability to develop strategic relationships with senior decision-makers at advisory firms.

Key Responsibilities

* Serve as the primary relationship manager and strategic partner for a defined territory of existing Advyzon Investment Management clients. * Develop a comprehensive understanding of each client's business, investment philosophy, growth objectives, operating model, and evolving needs. * Segment and tier the client base based on factors such as assets, revenue, growth potential, relationship complexity, strategic importance, and opportunity for expansion. * Develop and execute territory and account plans that establish appropriate service levels, engagement strategies, growth objectives, and relationship priorities for each client segment. * Conduct structured quarterly, semi-annual, and annual business reviews based on client tier and strategic importance. * Drive organic growth within the existing client base by identifying opportunities to incr