Remote VP of Investment Management / Relationship Manager

Job Title: VP, Relationship Manager - Investment Management (Remote)

Position Overview

As a VP, Relationship Manager for AIM (Advyzon Investment Management), you will assume a pivotal role in fostering and managing client relationships while championing our suite of investment management products and services. This position is tailored for an ambitious individual with a robust background in sales and relationship management, coupled with strong strategic and communication skills.

Company Culture And Values

We take pride in being acknowledged as one of the Best Places to Work in Fintech. Established in 2012, our mission is to provide an innovative all-in-one technology solution for advisory firms. Our dedicated team, based in Chicago, possesses extensive expertise in financial technology, driving our commitment to exceptional service and innovation.

Key Responsibilities

• Cultivate and sustain strong relationships with key clients, gaining insights into their needs to deliver customized solutions.
• Actively promote and cross-sell AIM products and services to existing Advyzon technology clientele.
• Collaborate with cross-functional teams to ensure the seamless execution of projects and client satisfaction.
• Drive executive engagement and stakeholder management to enhance existing client relationships.
• Oversee and coordinate multiple projects simultaneously, ensuring timely delivery while maintaining budgetary and quality standards.
• Identify and act on business growth opportunities, partnering with the sales team to formulate effective strategies.
• Monitor project progress, identify risks, and implement necessary mitigation plans.
• Regularly update clients and internal stakeholders regarding project statuses and outcomes.
• Conduct post-project evaluations to pinpoint areas for enhancement, fostering a culture of continuous improvement.
• Mentor and support team members, encouraging a collaborative and learning-focused environment.
  
  

Required Skills

• Bachelor's degree in Business, Management, or a related field; an MBA or relevant certification is advantageous.
• A minimum of 10 years of experience in relationship management and/or sales roles, preferably in financial services.
• In-depth experience in wealth management and investment management, with a proven record in successful client relationship management and project delivery.
• Strong leadership capabilities, with the aptitude to effectively manage teams.
• Outstanding communication, negotiation, and interpersonal skills.
• Strategic thinker with a solution-oriented approach.
• Proficiency in project management tools and software.
• Ability to flourish in a fast-paced, dynamic environment.
  
  

Career Growth Opportunities

Joining our dynamic team offers you opportunities for professional development and mentoring, contributing to a collaborative and growth-oriented atmosphere. As part of our organization, you will be empowered to cultivate your career within a supportive environment focused on continuous improvement.

Compensation And Benefits

• Healthcare coverage with minimal out-of-pocket expenses for individuals.
• Health Savings Account (HSA) with annual contributions from the company.
• Options for vision and dental insurance.
• Significant discounts on supplemental insurance plans.
• Life and AD&D insurance coverage at no cost.
• 401(k) plan with competitive matching contributions.
• Unlimited PTO policy, promoting work-life balance.
  
  

Employment Type: Full-Time