Full-Time
Relationship Manager
Advyzon
51-200 employees
Unified wealth management platform
Compensation Overview
$70k - $100k/yr
Chicago, IL, USA + 1 more
More locations: Lisle, IL, USA
Hybrid
Hybrid position with work at the Lisle or Chicago location.
 Business & Strategy (1) |
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- Industry experience in wealth management or financial technology is a strong plus.
- Demonstrated ability to learn quickly, take initiative, and execute at a high level.
- Strong communication skills and the ability to coordinate across Support, Consulting, Product, and Sales teams.
- Own and manage a portfolio of Core Registered Investment Advisor client relationships.
- Maintain a structured engagement cadence based on firm size, complexity, and health score.
- Monitor product adoption, usage depth, engagement trends, support patterns, recurring friction, customer satisfaction and Net Promoter Score feedback, and renewal timing.
- Identify risk signals and execute retention strategies before issues escalate.
- Serve as the primary relationship-level contact for assigned firms.
- Drive adoption of Performance Reporting, Trading, customer relationship management, Client Portal, Financial Planning, and Auria or AIM capabilities.
- Conduct scaled business reviews, virtual quarterly business reviews, structured check-ins, value-based conversations, and client webinars or office hours.
- Share best practices tailored to Registered Investment Advisor operating models.
- Own renewal conversations and maintain high renewal rates through proactive value reinforcement.
- Develop save plans for at-risk accounts and identify firms that may qualify for Enterprise segmentation.
- Identify expansion opportunities involving additional accounts or households, additional advisor teams, and cross-selling new products.
- Partner with Sales on larger expansion motions and drive net revenue retention through portfolio management.
- Execute a tiered engagement model and use customer relationship management, reporting dashboards, and automation tools to manage volume efficiently.
- Maintain accurate account documentation and renewal forecasting.
- Partner with Support, Consulting, Product, and Sales to address client needs, improve onboarding-to-relationship handoffs, provide structured Registered Investment Advisor feedback, and coordinate expansion opportunities.
- Escalate high-risk or complex accounts to the Director of Client Success as needed.
- Track client health and experience metrics, retention and revenue metrics, and operational effectiveness metrics, including customer satisfaction, Net Promoter Score, feature adoption, engagement coverage, gross renewal rate, net revenue retention, churn, expansion annual contract value, portfolio coverage, renewal forecasting accuracy, account plan completion, and timely customer relationship management follow-up and documentation.
Advyzon provides a cloud-based, all-in-one platform for wealth management that unites portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal with integrated investment management services. It runs on a single code base and is highly configurable, delivering a seamless experience and reducing manual data entry and repetitive workflows. Its AIM advisory services support financial advisers using the platform, while Advyzon supplies the technology and some administrative support, making it an end-to-end solution built for wealth managers. The goal is to streamline and unify the technology stack to help advisers grow their business and deliver consistent, transparent client service.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
2012
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See people who can refer or advise you
Simplify's Take
What believers are saying
- GReminders integration expands scheduling, meeting prep, notes, and tasks across Advyzon users.
- Expanded Schwab integration now streamlines SSO and digital account opening for clients.
- Financial planning launched in 2026 with Kevin Hughes and Tony Leal deepens platform stickiness.
What critics are saying
- Schwab, Black Diamond, and Orion intensify platform switching battles for RIAs in 2026.
- Advyzon AI must prove pricing, data capture, and point-solution interoperability before adoption stalls.
- A failed Citi global UMA rollout in Q4 2026 would damage enterprise credibility immediately.
What makes Advyzon unique
- Advyzon’s unified wealth platform won T3’s #1 all-in-one satisfaction for nine straight years.
- July 2026 Advyzon AI embeds agentic workflows across CRM, planning, reporting, and compliance.
- Citi Wealth chose Advyzon for a global UMA launch across four regions in Q4 2026.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Professional Development Budget
Hybrid Work Options
Company News
Advyzon Integration. Advyzon is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution. GReminders has integrated with Advyzon to: * Facilitate Scheduling * Use data from Advyzon to Improve Meeting Prep (Pre Meeting Briefs) * Write Notes and Tasks back to Advyzon post AI Notetaker Setup. Go to Advyzon and click on Integrations and find GReminders in the Partner Integration section: Next toggle the Integration ON and enable both Single Sign On and API Access, this will force you to login to GReminders. Login and Accept. Click SAVE Note: each of your Advyzon Users that have a corresponding GReminders login must perform this action. Scheduling. Install the Chrome/Edge Browser Extension. With this Extension you get the Scheduling and Pre Meeting Prep Buttons. Click on the Schedule button and access all your Event Types, along with other people's Event Types. When using these links it will automatically populate the clients information when booking. In the example above, Fred Flintstone, his email, phone, etc... Meeting Prep will allow you generate a Pre Meeting Brief AND allow you to generate an AI Client Presentation using that content. Using with AI Notetaker. Navigate to an AI Notetaker Record. From here when you push AI Notes back you can pick from any Advyzon Contacts. You can do the same with Tasks. See them in Advyzon Leveraging Advyzon data for Pre Meeting Briefs. If you have a meeting with someone we will automatically search Advyzon Notes to pull recent notes or data from Advyzon to enrich Pre Meeting Briefs. Need Help? Email to [email protected] FAQs. What is Advyzon? Advyzon is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution. How do I integrate GReminders with Advyzon? Go to Advyzon, click on Integrations, find GReminders, toggle the Integration ON, enable Single Sign On and API Access, then login to GReminders and click SAVE. What features does GReminders provide when integrated with Advyzon? GReminders facilitates scheduling, improves meeting preparation with pre-meeting briefs, and allows writing notes and tasks back to Advyzon post AI Notetaker.
Advyzon debuts native AI system for advisers. Munnangi, V. E. (2026, July 23). Advyzon debuts native AI system for advisers. Private Banker International. https://www.privatebankerinternational.com/news/advyzon-adviser-platform-ai/ * Advyzon has launched Advyzon AI, a built-in artificial intelligence system embedded within its wealth management technology and data platform for financial advisers and investment managers. * The product follows an "All-in AI" model in which intelligence is integrated across a single platform, one data model and a shared architecture rather than attached through separate tools or integrations. * The system operates within existing adviser processes to manage workflows, execute tasks and surface information intended to support operational efficiency. * It draws on shared workflows and platform data to locate relevant information, link connected activities across a firm and prepare proposed next actions for adviser review. * Functionality extends across client relationships, financial planning, portfolios, reporting, billing, compliance, documents, operations and team collaboration. * Core features include client intelligence and meeting preparation, note-taking and follow-up support, document classification and data extraction, and planning tools covering cashflow modelling, scenario analysis, portfolio optimisation and tax strategy assessment. * Founder and CEO Hailin Li stated that effective AI in wealth management must understand how advisers work, fit natively into each firm's operating model and become a routine part of daily operations.
Advyzon debuts Advyzon AI to enhance advisor workflows. July 22, 2026 Advyzon introduces new category of "All-in AI", the new operating model for advisory firms. Advyzon, a comprehensive wealth management technology and data platform for financial advisors and investment managers, today launched Advyzon AI, an embedded, agentic intelligence system built natively within the platform. Advyzon AI defines a new category of "All-in AI": an operating model where intelligence is embedded across a unified platform, single data model, and cohesive architecture - rather than added through disconnected tools or integrations. Built on more than a decade of advisor workflows, Advyzon AI delivers context-native intelligence from day one - understanding how advisors work, orchestrating workflows, executing tasks, and delivering actionable, decision-ready insights to improve efficiency across the practice. "The future of AI in wealth management demands more than disconnected copilots, narrow task automations, or retrofitted intelligence," said Hailin Li, Ph.D., CFA(R), founder and CEO of Advyzon. "It requires AI that understands how advisors actually work, fits natively into each firm's operating model, and becomes a natural part of daily operations. Advyzon AI is built for that future because the context and knowledge AI needs already exist within a unified platform." AI THAT STARTS WITH CONTEXT Advisory firms need AI that understands the full context behind each request - not just the words in a prompt. Advyzon AI draws on unified workflows and data across the platform to: * Retrieve relevant, context-driven insights * Connect related activities across the practice * Prepare next steps for advisor review Because it is built on a single platform, single data model, and cohesive architecture, Advyzon AI begins with what generic AI systems lack: * Client relationships * Workflow history * Permissions and governance * Operational patterns This context-native intelligence spans the full advisory business - including client relationships, financial planning, portfolios, reporting, billing, compliance, documents, operations, and team collaboration. BUILT FOR THE WHOLE PRACTICE Advyzon AI supports both information work and workflow orchestration: transforming complex client data into clear, actionable intelligence while coordinating execution across the advisor workflow. Key capabilities include: * Client intelligence and meeting preparation: Synthesizes household data across CRM, portfolios, planning, documents, and communications into meeting briefs, talking points, and next step recommendations. * AI-assisted notes and follow-up: Captures and structures meeting notes, ensuring conversations are documented and follow-ups are seamlessly integrated into the advisor workflow. * Document intelligence: Classifies documents, extracts key data fields, and prepares updates for advisor review. * Planning support: Assists with cashflow modeling, scenario analysis, portfolio optimization, and tax strategy evaluation. * Workflow orchestration and execution: Aggregates household context, identifies anomalies, and generates tasks or alerts aligned with firm rules and service models. * Contextual platform navigation: Helps users locate information, identify the next steps, and move efficiently across the platform. HUMAN CONTROL, BUILT IN Across all capabilities, advisors remain firmly in control through: * Permission-based access * Human-in-the-loop review * Full auditability This approach enables firms to reduce time spent configuring generic AI tools, correcting disconnected outputs, and managing fragmented systems - without sacrificing confidence, accuracy, or oversight. "Advyzon's investment and company-wide focus in AI is fueled with a clear goal: redefine how advisory firms work," said Dirk Pearson, Chief Operating Officer of Advyzon. "By embedding intelligence into a unified platform purpose-built for advisors, Advyzon AI helps firms reduce complexity, elevate client relationships, and move from insight to action with the advisor in control." Li and Pearson will be previewing the product during a live demonstration on Thursday, July 30th at 4pm ET. Register here to see how All-in AI can revolutionize modern wealth management firms. ABOUT ADVYZON Advyzon is a global wealth management technology platform redefining the future of advisory firms through unified intelligence. Founded by CEO Hailin Li, Ph.D., CFA(R), Advyzon is built on an AI-native, open architecture that unifies portfolio management, performance reporting, trading and rebalancing, CRM, billing, document storage, and financial planning, as well as investment solutions through Advyzon Investment Management (AIM). Unlike fragmented ecosystems reliant on integrations and disconnected workflows, Advyzon delivers context-native, explainable, and workflow-aware AI experiences that enhance efficiency, strengthen oversight, and elevate client service. Nearly half of Advyzon's organization is dedicated to engineering and product development because we believe innovation isn't an initiative - it's our operating model. The platform serves RIAs, hybrid firms, family offices, and enterprise wealth organizations seeking a scalable foundation for growth. For more information, visit www.Advyzon.com.
Advyzon, a wealth management technology platform, has launched Advyzon AI, an embedded intelligence system built natively within its platform. The system represents what the company calls "All-in AI", where intelligence is integrated across a unified platform rather than added through disconnected tools. Built on over a decade of advisor workflows, Advyzon AI understands how financial advisors work and delivers context-native intelligence. The system draws on unified workflows and data to retrieve insights, connect activities, and prepare next steps. Key capabilities include client intelligence and meeting preparation, AI-assisted notes, document classification, planning support, workflow orchestration, and platform navigation. The system maintains human control through permission-based access, human-in-the-loop review, and full auditability. Advyzon serves RIAs, hybrid firms, family offices, and enterprise wealth organisations.
Citi Wealth Partners With Advyzon for Global UMA Launch. Misonzhnik, E. (2026, April 21). Citi Wealth Partners With Advyzon for Global UMA Launch. Wealth Management. https://www.wealthmanagement.com/alternative-investments/citi-wealth-partners-with-advyzon-on-a-global-uma * Citi Wealth has entered a strategic partnership with Advyzon and Advyzon Investment Management to develop a Global Unified Managed Account (UMA) program. * The initiative targets clients across Citi Private Bank, Wealth at Work, and Citigold groups in major global regions including North America, LATAM, EMEA, and APAC. * Advyzon was selected for its artificial intelligence-enabled technology and its ability to provide a scalable, multi-currency, and multi-jurisdictional turnkey asset management platform. * The new platform will consolidate diverse investment options like ETFs, mutual funds, and alternative investments into a single account structure with unified fees and reporting. * The UMA program will integrate views from Citi's Chief Investment Office and incorporate Citi Portfolio Solutions powered by BlackRock. * This partnership aims to modernize Citi's wealth infrastructure and shift the firm's revenue model toward recurring investment income. * The initial rollout of the global UMA offering is scheduled to commence in the fourth quarter of 2026.