Managing a portfolio of Core RIA clients, the full-time Financial Services Relationship Manager will drive client retention, adoption, and health outcomes while working remotely to ensure firms realize value from the Advyzon platform. Key Responsibilities Own and manage client relationships, monitoring health indicators and executing retention strategies Drive adoption of platform capabilities and conduct scaled business reviews to enhance workflow efficiency Lead renewal conversations and identify expansion opportunities within assigned accounts Required Qualifications Experience in wealth management or fintech Proven ability to manage client relationships and drive outcomes Strong understanding of client engagement strategies Familiarity with CRM and reporting tools Ability to collaborate cross-functionally with internal teams