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Wealth Tech Relationship Manager for RIA Clients

Advyzon

New York, New York, United States

New York, New York, United States

Über

Advyzon is seeking a Relationship Manager for its Financial Services division, responsible for managing and driving retention within a portfolio of Core RIA clients. This role demands strong communication skills and a deep understanding of client needs to enhance platform adoption. The successful candidate will proactively identify risks and opportunities contributing to client satisfaction and retention rates. This position offers an estimated salary between $70k and $100k annually.
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New York, New York, United States

Sprachkenntnisse

English

Hinweis für Nutzer

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