Advyzon

Exceptional Technology. Unmatched Service.

Vice President – Relationship Management

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 51-200Since 2012H1B No SponsorCompany SiteLinkedIn

Location

Arizona + 17 moreAll locations: Arizona, California, Colorado, Florida, Illinois, Nebraska, North Carolina, Ohio, Maryland, Massachusetts, Michigan, Minnesota, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin

Posted

51 days ago

Salary

Not specified

Bachelor Degree10 yrs expEnglish

Job Description

• Cross-sell to current Advyzon technology clients. • Cross-sell to current AIM clients. • Develop and maintain strong relationships with key clients, understanding their needs and providing tailored solutions. • Drive client executive engagement and executive stakeholder management. • Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards. • Collaborate with cross-functional teams to ensure seamless project execution and client satisfaction. • Identify opportunities for business growth and work with the sales team to develop and implement strategies. • Monitor project progress, identify potential risks, and implement mitigation plans. • Provide regular updates to clients and internal stakeholders on project status and performance. • Conduct post-project evaluations to identify areas for improvement and ensure continuous enhancement of services. • Mentor and guide team members, fostering a culture of learning and development.

Job Requirements

  • Bachelor’s degree in Business, Management, or a related field.
  • MBA or relevant certification is a plus.
  • Minimum of 10 years of experience in relationship management and/or sales roles.
  • Minimum of 10 years of financial services experience, including but not limited to wealth management and investment management.
  • Proven track record of successfully managing client relationships and delivering complex projects.
  • Strong leadership and team management skills.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to think strategically and solve problems effectively.
  • Proficiency in project management tools and software.
  • Ability to work in a fast-paced and dynamic environment.

Benefits

  • Share

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