Relationship Manager - Financial Services, North Hills, NC
Raleigh Full-time Manager Account Management
At a glance
Mid-level Account Management role at Advyzon. Raleigh · full-time · $70,000–$100,000 base.
SalaryStated by Advyzon
$70,000 – $100,000
Base salary for this role, in USD per year, as published in the posting.
RoleAccount Management
SeniorityManager
LocationRaleigh
EmploymentFull-time
Base pay$70,000–$100,000
PostedJul 23, 2026 · 2mo ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage a portfolio of RIA firms, tracking health signals and contacting clients before risks become larger problems
- Increase use of platform capabilities such as reporting, trading, CRM, client portal, and financial planning
- Lead virtual business reviews, structured check-ins, webinars, and office hours for assigned accounts
- Handle renewals, build save plans for at-risk firms, and pursue expansion with Sales support
- Coordinate Support, Consulting, Product, and Sales around client issues, feedback, onboarding, and growth
What you bring
- You can own client relationships end to end while communicating clearly and acting with urgency
- You can use CRM records, dashboards, and automation to manage account activity, forecasting, and follow-up
- You learn quickly, take initiative, and execute consistently across a portfolio of clients
Who this fits
This role suits a proactive relationship manager who can manage RIA accounts at scale and take clear ownership of retention, adoption, and expansion. You'll work across Support, Consulting, Product, and Sales, escalating complex accounts to the Director, Client Success when needed. The position is hybrid at the North Hills/Raleigh location.
From the employer
About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.
The Relationship Manager is responsible for driving retention, adoption, and positive client health outcomes across Advyzon’s Core RIA client segment. The primary objective of this role is to ensure that each firm in their portfolio is successful on the Advyzon platform and realizing ongoing value.
This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale. This role plays a critical part in maintaining strong client health, increasing platform adoption, and reducing preventable churn.
The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end. This individual must be comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales) to ensure client needs are addressed quickly and effectively.
Success in this role requires someone who takes ownership of their book of business, acts with urgency, and consistently takes initiative to drive outcomes for clients. Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level.Key Responsibilities
Portfolio Ownership & Client Health
- Own and manage a portfolio Core RIA client relationship.
- Maintain a structured engagement cadence based on firm size, complexity, and health score.
- Monitor client health indicators including:
- Product adoption and usage depth
- Engagement trends
- Support patterns and recurring friction
- CSAT/NPS feedback
- Renewal timing
- Proactively identify risk signals and execute retention strategies before issues escalate.
- Serve as the primary relationship-level contact for assigned firms.
- Drive increased adoption of key platform capabilities including:
- Performance Reporting
- Trading
- CRM
- Client Portal
- Financial Planning
- Auria / AIM (as applicable)
- Conduct scaled business reviews (virtual QBRs or structured check-ins depending on account tier).
- Lead value-based conversations focused on workflow efficiency, advisor productivity, and firm growth.
- Share best practices tailored specifically to RIA operating models.
- Own renewal conversations for assigned Core RIA accounts.
- Maintain high renewal rates through proactive value reinforcement.
- Develop structured save plans for at-risk accounts.
- Identify firms that may qualify for Enterprise segmentation as they scale.
- Identify and pursue expansion opportunities including:
- Additional accounts or households
- Additional advisor teams within a firm
- Cross-sell of new Advyzon products
- Partner with Sales for larger expansion motions when appropriate.
- Drive net revenue retention through disciplined portfolio management.
- Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch).
- Use CRM, reporting dashboards, and automation tools to manage volume efficiently.
- Conduct group webinars, office hours, or product update sessions for Core RIA clients.
- Maintain accurate account documentation and renewal forecasting.
- Partner closely with:
- Support to identify recurring issues impacting retention.
- Consulting to ensure strong onboarding-to-relationship handoffs.
- Product to provide structured RIA feedback.
- Sales to coordinate expansion opportunities.
- Escalate high-risk or complex accounts to the Director, Client Success as needed.
Client Health & Experience
- CSAT trends across Core RIA portfolio
- NPS contribution from Core segment
- Feature adoption rates
- Engagement coverage (% of accounts with documented proactive outreach)
- Gross Renewal Rate
- Net Revenue Retention (NRR)
- Churn rate within Core RIA portfolio
- Expansion ACV from assigned accounts
- Portfolio coverage rate per quarter
- Renewal forecasting accuracy
- Account plan completion rate (where applicable)
- Timely follow-up and documentation in CRM
Compensation
$70k-$100k, all in
This is a hybrid position at our North Hills/Raleigh location.
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