Welcome to Visory
RightSize Solutions is now part of Visory
We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
Welcome to Visory
True North Networks is now part of Visory
We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
Welcome to Visory
Swizznet is now Visory
Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not.
IT Support ServicesThe hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone
Best in class security to protect your firm’s data and technology
Application HostingTake your business to new heights with Visory’s flexible QuickBooks hosting solutions
The same Sage you work in every day, only better
An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs
Revolutionize your next tax season with added efficiency and mobility
Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server
Access affordable enterprise-grade hosting solutions with none of the IT burden
Managed ServicesWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to
CybersecurityWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people
Protection where people and their machines intersect
Secure access to your data with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats
ComplianceIRS 4557
Complying with state and federal privacy regulations and more
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Client Relationship Manager
- Job Title
- Client Relationship Manager
- Job ID
- 27737029
- Work Hybrid
- Yes
- Location
- Phoenix, AZ, 85020 Hybrid
- Other Location
- Description
-
About Visory:
In 2022, Visory was formed through the merger of three IT and cybersecurity brands – RightSize Solutions, True North Networks, and Swizznet, uniting their strengths in enterprise-grade technology and cybersecurity services. In 2023, Visory further strengthened its leadership position in these domains by merging with Adopt Technologies, a prominent technology company. Visory offers flexible enterprise-level technology and cybersecurity solutions to support client growth, leveraging extensive technical knowledge and industry expertise for successful digital transformation.
Today as Visory, our team of professionals draws on our extensive technical knowledge and our industry expertise to help clients evolve through digital transformation.
Job Summary:
The Client Relationship Manager is the point of contact for our larger high-level Wealth Management clients. The position will manage and grow the existing client relationships and develop strategies and programs to enhance and improve the way Visory engages existing clients and partners. The Client Relationship Manager will work on any other initiative and ongoing projects as assigned in addition to any other duties the Company may assign. The Client Relationship Manager will report to the VP, Client Success + Implementations.
Supervisory Responsibilities:
The Client Relationship Manager role will hire, train, and oversee the schedules of Client Relationship Manager roles as assigned. The position will also recommend hiring, terminations, and discipline of employees in accordance with company policy and applicable state and federal laws for employees assigned.
Duties/Responsibilities:
• Act as the primary point of contact for the key Wealth Management clients to ensure a strong client/vendor relationship
• Acts to translate client issues and needs from the client to the technical team and back again to champion issues through resolution
• Coordinate with the Technical Sales and Solution Engineers and/or Project Team resources to initiate project work and enhancements to the client’s IT infrastructure
• Direct the monthly/quarterly client review process for assigned clients and develop strategies to grow and improve the scope of each relationship
Required Skills/Abilities:
• Technical knowledge is strongly preferred
• Exemplary client services skills and a high level of sensitivity to client’s needs with the ability to maintain and extend client relationships
• Experience in relationship management at the C level of organizations across a broad spectrum of industries
• Good conflict resolution and problem-solving skills
• Strong written and verbal communications skills along with the ability to think and execute strategically
• Excellent time management skills with a proven ability to meet deadlines
• Basic understanding of IT networking structures and terminology
• Proficient with Microsoft Office Suite or related software
Education and Experience:
• Experience as a relationship manager in the Financial Services sector strongly desired but not required
• Basic understanding of IT networking structures and terminology
• Bachelor degree in Computer Science or Business Management strongly preferred
• At least 3-5 years related experience required
