Advyzon

Senior Vice President Relationship ManagementAdvyzon Investment Management (AIM)Position OverviewAdvyzon Investment Management (AIM) is seeking an experienced Senior Vice President Relationship Management to manage and grow a portfolio of existing AIM client relationships.The SVP Rela

Senior Vice President Relationship ManagementAdvyzon Investment Management (AIM)Position OverviewAdvyzon Investment Management (AIM) is seeking an experienced Senior Vice President Relationship Management to manage and grow a portfolio of existing AIM client relationships.The SVP Rela

Business Development RepresentativeWere seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a can do must be organized have a client-first mentality professional personable proactive and independent yet also a team knowledge of the financial

Business Development RepresentativeWere seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a can do must be organized have a client-first mentality professional personable proactive and independent yet also a team knowledge of the financial

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 intuitive

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 intuitive

Role OverviewThe Project Manager Data Onboarding is responsible for leading the data conversion and validation work required to successfully onboard new clients to the Advyzon platform.This role owns the coordination and execution of key data onboarding activities including establishi

Role OverviewThe Project Manager Data Onboarding is responsible for leading the data conversion and validation work required to successfully onboard new clients to the Advyzon platform.This role owns the coordination and execution of key data onboarding activities including establishi

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

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

Role OverviewAdvyzon 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 Advyzons all-in-one wealth management p

Role OverviewAdvyzon 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 Advyzons all-in-one wealth management p

Role OverviewAdvyzon 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 Advyzons all-in-one wealth management p

Role OverviewAdvyzon 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 Advyzons all-in-one wealth management p

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

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

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

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

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

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