Advyzon

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 learning financial technology and helping advisors operate with confidenc

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 learning financial technology and helping advisors operate with confidenc

Role OverviewThe Customer Education Specialist is responsible for designing developing and delivering scalable training programs and product education initiatives that drive user understanding feature adoption and overall client success.This role works cross-functionally with Product

Role OverviewThe Customer Education Specialist is responsible for designing developing and delivering scalable training programs and product education initiatives that drive user understanding feature adoption and overall client success.This role works cross-functionally with Product

Role OverviewThe Customer Education Specialist is responsible for designing developing and delivering scalable training programs and product education initiatives that drive user understanding feature adoption and overall client success.This role works cross-functionally with Product

Role OverviewThe Customer Education Specialist is responsible for designing developing and delivering scalable training programs and product education initiatives that drive user understanding feature adoption and overall client success.This role works cross-functionally with Product

About AdvyzonAdvyzon 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 Illinois we are a dedicated team of entrepreneurs with decades of experi

About AdvyzonAdvyzon 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 Illinois we are a dedicated team of entrepreneurs with decades of experi

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 seamless user experience and delivering best-in-class support for our fin

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 seamless user experience and delivering best-in-class support for our fin

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 seamless user experience and delivering best-in-class support for our fin

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 seamless user experience and delivering best-in-class support for our fin

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 seamless user experience and delivering best-in-class support for our fin

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 seamless user experience and delivering best-in-class support for our fin

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 seamless user experience and delivering best-in-class support for our fin

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 seamless user experience and delivering best-in-class support for our fin

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 support onboarding billing coordination reporting and day-to-day se

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 support onboarding billing coordination reporting and day-to-day se

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 support manager coordination trade issue resolution and day-to-day oper

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 support manager coordination trade issue resolution and day-to-day oper

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 learning financial technology and helping advisors operate with confidenc

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 learning financial technology and helping advisors operate with confidenc

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 support onboarding billing coordination reporting and day-to-day se

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 support onboarding billing coordination reporting and day-to-day se

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 reports directly to the COO/CCO and will play a key role in building

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 reports directly to the COO/CCO and will play a key role in building

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 client and advisor onboarding and ongoing day to day operations.Re

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 client and advisor onboarding and ongoing day to day operations.Re

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 which was founded in 2012 with the purpose of building an intuit

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 which was founded in 2012 with the purpose of building an intuit

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 which was founded in 2012 with the purpose of building an intuiti

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 which was founded in 2012 with the purpose of building an intuiti

Role OverviewThe Customer Education Specialist is responsible for designing developing and delivering scalable training programs and product education initiatives that drive user understanding feature adoption and overall client success.This role works cross-functionally with Product

Role OverviewThe Customer Education Specialist is responsible for designing developing and delivering scalable training programs and product education initiatives that drive user understanding feature adoption and overall client success.This role works cross-functionally with Product

Senior Director Head of Client OperationsWe are seeking a highly motivated and experienced Senior Director Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firms client service and operational infrastructure. The ideal candidate will oversee the

Senior Director Head of Client OperationsWe are seeking a highly motivated and experienced Senior Director Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firms client service and operational infrastructure. The ideal candidate will oversee the

Senior Director Head of InvestmentsWe are seeking a highly motivated and experienced Senior Director Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firms trading and investment management functions. The ideal candidate will help to oversee the t

Senior Director Head of InvestmentsWe are seeking a highly motivated and experienced Senior Director Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firms trading and investment management functions. The ideal candidate will help to oversee the t

Senior Director Head of InvestmentsWe are seeking a highly motivated and experienced Senior Director Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firms trading and investment management functions. The ideal candidate will help to oversee the t

Senior Director Head of InvestmentsWe are seeking a highly motivated and experienced Senior Director Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firms trading and investment management functions. The ideal candidate will help to oversee the t