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Jobs at Advyzon (Now Hiring) — 11 open

Advyzon logoAdvyzon

Technical Consultant - North Hills, NC

Raleigh, North Carolina, United States · Remote OK

$75k–$85k/yr

Mid level$1M raised

Role Overview Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical Consultant, you will part…

Skills: Client Onboarding, Implementation Consulting, Project Management, Technical Consulting, Client Relationship Management

Advyzon logoAdvyzon

Relationship Manager - Financial Services, North Hills, NC

Raleigh, North Carolina, United States · On-site

$70k–$100k/yr

Mid level$1M raised

About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Ill…

Skills: Relationship Management, Client Retention, Portfolio Management, Wealth Management, Fintech

Advyzon logoAdvyzon

Data Service Group Specialist - North Hills, NC

Raleigh, North Carolina, United States · On-site

$70k/yr

Mid level$1M raised

We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamles…

Skills: Client Support, Problem Solving, CRM Platforms, Financial Product Knowledge, Account Reconciliation

Advyzon logoAdvyzon

Relationship Manager - Financial Services, Chicago

Chicago, Illinois, United States · On-site

$70k–$100k/yr

Mid level$1M raised

About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Ill…

Skills: Relationship Management, Client Retention, Portfolio Management, Customer Success, Account Management

Advyzon logoAdvyzon

Operations Associate - Trade Analyst

Lisle, Illinois, United States · On-site

Mid level$1M raised

AIM is seeking an Operations Associate –Trade Analyst to support the operational and service needs of our manager traded UMA platform. This individual will serve as a key point of contact for post-trade operational suppo…

Skills: Post-Trade Operations, Trade Reconciliation, Fixed Income Trade Away, Operational Risk Management, Microsoft Excel

Advyzon logoAdvyzon

Client Service Manager

Lisle, Illinois, United States · Remote OK

Mid level$1M raised

AIM is seeking a Client Service Manager to join our team of service professionals. This individual will act as a key point of contact for service and operations. The CSM will be involved in all service items related to c…

Skills: Client Onboarding, Custodial Platforms, Data Reconciliation, Microsoft Office, Process Automation

Advyzon logoAdvyzon

Rebalancing Services Specialist - North Hills, NC

Raleigh, North Carolina, United States · On-site

$65k–$75k/yr

Mid level$1M raised

About the RoleAdvyzon is looking for a Trading Analyst to support financial advisory firms using Quantum, our trading and rebalancing platform. This is a client-facing role for someone who enjoys solving problems, learni…

Skills: Trading Operations, Portfolio Rebalancing, Client Support, Financial Technology, Troubleshooting

Advyzon logoAdvyzon

Trading Analyst - North Hills, NC

Raleigh, North Carolina, United States · On-site

$65k–$75k/yr

Mid level$1M raised

About the RoleAdvyzon is looking for a Trading Analyst to support financial advisory firms using Quantum, our trading and rebalancing platform. This is a client-facing role for someone who enjoys solving problems, learni…

Skills: Trading Operations, Portfolio Rebalancing, Client Support, Financial Technology, Troubleshooting

Advyzon logoAdvyzon

Operations Associate - Third Party Managers

Lisle, Illinois, United States · Remote OK

Mid level$1M raised

AIM is seeking an Operations Associate – Third Party Managers to support the operational and service needs of strategists utilizing the AIM platform. This individual will serve as a key point of contact for operational s…

Skills: Onboarding, Billing Coordination, Fee Reconciliation, Reporting, Account Maintenance

Advyzon logoAdvyzon

Associate Compliance Specialist

Lisle, Illinois, United States · On-site

Mid level$1M raised

We are seeking a highly motivated and detail-oriented Associate Compliance Specialist to support the day-to-day compliance operations of Advyzon Investment Management (AIM), a rapidly growing TAMP platform. This role rep…

Skills: Compliance Operations, Regulatory Filings, Internal Audits, Data Management, Process Improvement

Advyzon logoAdvyzon

Associate Trader

Lisle, Illinois, United States · On-site

Entry level$1M raised

The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon…

Skills: Math, Analytical Skills, Trading Software, Time Management, Attention To Detail

Advyzon logo

Technical Consultant - North Hills, NC

Advyzon

Raleigh, North Carolina, United States • Remote OK

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  • $75k–$85k/yr
  • Full-time
  • bachelor degree
  • Posted 4d ago
  • Apply by Oct 21
  • ~40 hrs/week
  • Remote in Raleigh, North Carolina, United States

Responsibilities

Lead the onboarding and implementation of the Advyzon wealth management platform for RIAs and Broker Dealers. This includes conducting discovery sessions, configuring system settings, and providing product training to ensure client success.

Requirements

Requires a bachelor's degree and 2-5 years of experience in client onboarding or technical consulting. Candidates should possess strong communication skills and the ability to explain technical concepts to non-technical audiences.

Full job description

Role Overview
Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become confident users of our technology. This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform configuration, and collaborate closely with internal teams to ensure successful implementations. The ideal candidate is passionate about helping clients succeed, enjoys solving business and technical challenges, communicates effectively with a wide variety of stakeholders, and thrives in a collaborative, fast-paced fintech environment.
Key Responsibilities
Client Onboarding & Implementation
  • Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
  • Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
  • Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
  • Configure platform settings and assist clients with system setup based on their business requirements
  • Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
  • Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
  • Document client requirements, decisions, and implementation milestones throughout each engagement
  • Participate in annual conference presentations and user trainings

Client Consulting & Problem Solving
  • Advise clients on Advyzon best practices and how to leverage Advyzon's platform to improve operational efficiency
  • Help clients understand platform capabilities while recommending practical solutions to meet their business objectives
  • Troubleshoot onboarding questions and coordinate with Product, Support, Data Services, and other internal teams when additional expertise is required.
  • Assist with professional services engagements for existing clients, including advanced configuration and workflow optimization.

Cross-Functional Collaboration
  • Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
  • Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
  • Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform

Process Improvement & Knowledge Development
  • Continuously expand knowledge of Advyzon's platform, wealth management workflows, and industry best practices
  • Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources
  • Participate in ongoing product training and professional development opportunities
  • Identify opportunities to improve onboarding efficiency, consistency, and the overall client experience

Qualifications
Required
  • Bachelor's degree or equivalent professional experience
  • 2-5 years of experience in client onboarding, implementation consulting, technical consulting, customer success, or a related client-facing role
  • Strong communication and presentation skills with the ability to explain technical concepts to non-technical audiences
  • Excellent organizational and project management skills with the ability to manage multiple priorities simultaneously
  • Strong analytical and problem-solving abilities
  • Comfortable learning new technology platforms and business processes
  • Ability to work independently while collaborating effectively across departments

Preferred
  • Experience working with wealth management technology, fintech, or financial services
  • Knowledge of Registered Investment Advisor (RIA) or Broker Dealer operations
  • Experience implementing SaaS software platforms
  • Familiarity with CRM systems, portfolio management software, reporting platforms, or financial planning technology
  • Experience delivering virtual client training or software implementations
  • On-site experience with clients
Compensation:
$75k-$85k annually with a $15k-$20k target bonus

Related keywords

AdvyzonWealth ManagementFintechSaaSRIABroker DealerCRMPortfolio Management SoftwareFinancial Planning TechnologyImplementation MethodologyOperational EfficiencyWorkflow OptimizationTechnical AptitudeCustomer Success

About Advyzon

LinkedInVisit site
Industry
Financial Services
Company size
51-200 employees
Headquarters
Chicago, IL
LinkedIn followers
13,114
Total funding
$1M

In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus complimentary investment management services, into a single command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences. Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in any correspondence are provided by AIM, while technology and some administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy

Offices: 935 W. Chestnut, Chicago, IL 60642, US

Portfolio ManagementCRMClient Web PortalPerformance ReportingClient BillingDocument StorageDocument Storageand All-in-OneCRMFinance
View all jobs at Advyzon

About Advyzon

LinkedInVisit site
Industry
Financial Services
Company size
51-200 employees
Headquarters
Chicago, IL
LinkedIn followers
13,114
Total funding
$1M

In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus complimentary investment management services, into a single command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences. Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in any correspondence are provided by AIM, while technology and some administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy

Offices: 935 W. Chestnut, Chicago, IL 60642, US

Portfolio ManagementCRMClient Web PortalPerformance ReportingClient BillingDocument StorageDocument Storageand All-in-OneCRMFinance
View all jobs at Advyzon

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