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Financial Services Operations Associate Third Party Managers

Advyzon

Job Location:

Lisle, IL - USA

Monthly Salary: Not provided by the employer

Posted: 22 July 2026 (30+ days ago)

Application Deadline: 28 October 2026

Vacancies: 1 Vacancy

Job Summary

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 service requests related to third party managers and strategists on the platform.

Responsibilities

Support onboarding and operational setup of strategists and third party managers on the AIM platform.
Coordinate strategist fee setup billing communications invoice distribution and related operational processes.
Assist with fee reconciliation tracking and resolution of fee-related inquiries and discrepancies.
Generate and distribute reports for strategists and internal stakeholders.
Support operational service requests including password resets account maintenance and platform support items.
Coordinate intake and processing of strategist performance files for platform uploads and reporting.
Assist with setup and maintenance of shell models and related platform configurations.
Monitor workflows and proactively identify and resolve operational issues while escalating complex items as needed.
Partner with internal teams to improve processes drive operational efficiencies enhance the strategist experience and identify opportunities to leverage AI automation and product enhancements.
Maintain accurate records documentation and tracking related to strategist operational workflows.

Requirements

Strong communication skills both written and verbal.
Strong attention to detail and organizational skills.
Demonstrated curiosity and willingness to embrace AI automation and emerging technologies to improve operational efficiency and scalability.
Ability to manage multiple tasks and workflows with accuracy and accountability.
Strong problem-solving skills and ability to work independently.
Comfortable working cross-functionally with operations product service and leadership teams.
Proficiency in Microsoft Office applications particularly Excel.
A proactive entrepreneurial mindset with a willingness to learn and grow in a fast-paced environment.
Ability to thrive in a remote work environment while remaining highly responsive and accountable.
Interest in financial services wealth management or platform operations preferred.
Bachelors degree required.