We’re growing. You can be a powerful part of our success.

We’re seeking a salesperson to join our growing team! This person will be responsible for marketing and selling the Advyzon platform to the financial advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunities and do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel.

Key Responsibilities

• Effectively build and manage sales pipeline.
• Identify and uncover new opportunities.
• Conduct in-person or web-based demonstrations of Advyzon.
• Assist with creating marketing content for outbound marketing campaigns.
• Build a network of industry partners or centers of influence.
• Attend regional or national conferences as needed.
• Diligent follow up with prospects.
• Track and manage all leads and opportunities within our CRM.
• Work closely with the relationship management, support and development teams to ensure a great experience for our users.
• Manage client relationship and retention efforts.

Skills/Qualifications:

• Candidates should have a minimum three years of sales experience in the financial technology or investment industry.
• Proven track record of exceeding annual revenue or sales goals.
• Excellent verbal and written communication abilities.
• The ability to deliver professional presentations.
• Strong organizational skills.
• Team player.
• Ability to work remotely.

Requirements:

• Bachelor’s degree strongly preferred; MBA, CFP a plus.
• Deep knowledge of independent financial advisors and/or fintech industry.

Compensation:

• Base pay starting at $72,500
• Commission
• Stock Options

We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm’s trading and investment management functions. The ideal candidate will help to oversee the trading and investment teams, ensuring operational excellence across trading, new capability development, 3^rd party strategist platform growth, transition management, tax loss harvesting, and portfolio implementation. This individual will play a key role in guiding the growth of the new AIM Alternatives Model Marketplace. This role requires a strategic operator with strong leadership, communication, and problem-solving skills who can develop scalable operational processes, enhance service delivery, and support the continued growth of the AIM platform.

Key Responsibilities

• Help to lead and manage AIM’s trading and investment teams, including hiring, onboarding, training, and coaching of staff.
• Serve as a primary escalation point for complex investment issues, ensuring timely resolution, minimal trade errors and strong advisor relationships.
• Oversee new account transitions, ensuring a consistent and scalable onboarding experience for firms joining the AIM platform.
• Help lead the development of AIM’s new Alternatives Model Marketplace, including the selection of strategies to be included on the platform.
• Drive continuous process improvement initiatives and service standards that enhance operational efficiency, investment performance, and the advisor experience.
• Assist with portfolio management of in-house asset allocation, equity, and fixed income strategies.
• Partner with leadership across technology, product, compliance, and relationship management to ensure operational readiness for new platform capabilities and advisor growth initiatives.
• Identify, evaluate, and mitigate risk to AIM and advisory firm clients, arising from trading, investments, vendor issues, and other sources.

Skills/Qualifications:

• 10+ years of financial services experience, preferably within a TAMP, RIA platform, custodian, or wealth management operations environment.
• Demonstrated leadership experience in managing a trading function (mutual funds, ETFs, equities, fixed income, and/or derivatives), investment selection, portfolio construction, alternative strategy platform, and traditional SMA platform.
• Strong understanding of RIA, TAMP, and custodial operational platforms and workflows.
• Experience developing and implementing operational procedures, scalable workflows, and process improvement initiatives.
• Ability to manage complex operational issues and escalations while maintaining strong advisor relationships.
• Experience working with fintech product developers and managers to enhance productivity, improve accuracy, and implement new functionality.
• Excellent communication, organizational, and problem-solving skills, with the ability to operate effectively in a fast-paced environment.
• A self-starter with strong attention to detail, capable of working independently while collaborating effectively across teams.
• Bachelor’s degree required; advanced degree, CFA, CAIA, and/or CFP preferred.

We are seeking a highly motivated and experienced Senior Vice President, Business Development for AIM (Advyzon Investment Management) with a proven track record in new business acquisition and enterprise sales. This individual will play a critical role in driving growth by identifying, engaging, and closing net-new client relationships.

The ideal candidate is a strategic, results-driven sales leader with strong prospecting, relationship-building, and deal execution skills, and deep experience within wealth and investment management.

Key Responsibilities

• Drive net-new business growth by identifying, prospecting, and closing new client relationships for AIM products and services.
• Develop and execute a strategic sales plan to target new logos within the wealth and investment management ecosystem.
• Build and maintain a robust pipeline of qualified opportunities through proactive outreach, networking, and industry engagement.
• Lead the full sales cycle from initial outreach through contract negotiation and close.
• Establish and cultivate relationships with senior executives and key decision-makers at prospective firms.
• Partner with marketing, product, and leadership teams to refine messaging, positioning, and go-to-market strategies.
• Collaborate with internal stakeholders to ensure smooth onboarding and transition of new clients post-sale.
• Represent AIM at industry conferences, events, and client meetings to build brand awareness and generate leads.
• Track sales performance, pipeline activity, and revenue forecasts, providing regular updates to leadership.
• Identify market trends, competitive dynamics, and new opportunities to inform business strategy.

Skills/Qualifications:

• Bachelor’s degree in Business, Finance, or a related field; MBA or relevant certification preferred.
• 10+ years of experience in business development, enterprise sales, or new client acquisition roles.
• 10+ years of financial services experience, including wealth management, asset management, or fintech.
• Proven track record of consistently exceeding sales targets and closing complex, high-value deals.
• Demonstrated success in a “hunter” role, building pipelines and winning net-new business.
• Strong executive presence with excellent communication, negotiation, and presentation skills.
• Ability to develop and execute strategic sales plans in a fast-paced, growth-oriented environment.
• Deep understanding of the RIA, wealth management, or investment management landscape.
• Highly self-motivated, goal-oriented, and driven to achieve results.
• Experience with CRM and sales enablement tools.

We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firm’s client service and operational infrastructure. The ideal candidate will oversee the client service and billing teams, ensuring operational excellence across advisor onboarding, billing operations, custodial workflows, and day-to-day service delivery while serving as the primary escalation point for complex operational matters. This individual will play a key role in shaping the operational infrastructure required to support the continued growth of the AIM platform.

This role requires a strategic operator with strong leadership, communication, and problem-solving skills who can develop scalable operational processes, enhance service delivery, and support the continued growth of the AIM platform.

Key Responsibilities

• Lead and manage AIM’s client service and billing operations teams, including hiring, onboarding, training, coaching, and performance management of staff.
• Serve as the primary escalation point for complex advisor service, operational, and billing issues, ensuring timely resolution and strong advisor relationships.
• Oversee advisor onboarding and training, ensuring a consistent and scalable onboarding experience for firms joining the AIM platform.
• Own and maintain operational workflows, procedures, and documentation across service, onboarding, and billing functions.
• Oversee billing operations across the platform, including advisor billing, AIM service billing, and strategist billing within the model marketplace.
• Ensure the accuracy, integrity, and reconciliation of operational data across custodians and internal systems to support reporting, billing validation, and compliance requirements.
• Monitor operational workflows, service volumes, and team capacity to ensure the operational infrastructure scales effectively as the AIM platform continues to grow.
• Drive continuous process improvement initiatives and service standards that enhance operational efficiency and the advisor experience.
• Partner with leadership across technology, product, compliance, and investment management to ensure operational readiness for new platform capabilities and advisor growth initiatives.

Skills/Qualifications:

• 10+ years of financial services experience, preferably within a TAMP, RIA platform, custodian, or wealth management operations environment.
• Demonstrated leadership experience managing client service, operations, or billing teams, including hiring, training, and performance management.
• Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor onboarding, account servicing, and billing processes.
• Experience developing and implementing operational procedures, scalable workflows, and process improvement initiatives.
• Ability to manage complex operational issues and escalations while maintaining strong advisor relationships.
• Experience supporting operational data management and reconciliation across financial systems to ensure accuracy and compliance.
• Excellent communication, organizational, and problem-solving skills, with the ability to operate effectively in a fast-paced environment.
• A self-starter with strong attention to detail, capable of working independently while collaborating effectively across teams.
• Bachelor’s degree required; advanced degree preferred.

We’re seeking a senior salesperson to join our growing team! The position is a Vice President of Business Development, depending on fit and experience.This person will be responsible for marketing and selling the Advyzon platform to the advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunitiesand do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation,and organizational skills. This position will require sometravel and will be based out of our Chicago office.

Key Responsibilities

• Effectively build and manage sales pipeline.
• Identify and uncover new opportunities.
• Conduct in-person or web-based demonstrations of Advyzon.
• Assist with creating marketing content for outbound marketing campaigns.
• Manage an Account Executive and Business Development Representative.
• Build a network of industry partners or centers of influence.
• Attend regional or national conferences as needed.
• Diligent follow up with prospects.
• Track and manage all leads and opportunities within our CRM.
• Work closely with the relationship management, support and development teams to ensure a great experience for our users.
• Manage client relationship and retention.

Skills/Qualifications:

• Candidates should have at least five years of sales experience in the financial technology (preferred) or investment industry.
• Proven track record of exceeding annual revenue or sales goals
• Excellent verbal and written communication abilities
• Experience in leadership
• The ability to deliver professional presentations
• Strong organizational skills
• Team player
• Ability to work remotely
• Experience with 6sense.
• Knowledge of Hubspot.
• Proficient with Copilot.

Requirements

• Bachelor’s degree (MBA or CFP a plus)
• Working knowledge of the financial technology industry

We are looking for a versatile Database Administrator & Developer who doesn’t just “keep the lights on,” but actively builds and optimizes the engines that power our applications.

In this role, you will bridge the gap between pure system management and high-level database development. You’ll be responsible for the entire lifecycle of our PostgreSQL environments—from architecting schema designs and writing complex functions to fine-tuning Linux kernels and ensuring 99.99% uptime.

Key Responsibilities

Database Development & Optimization:

• Schema Design: Design and implement robust, scalable relational schemas and data models.
• Advanced SQL: Write and optimize complex queries, triggers, and stored procedures (PL/pgSQL).
• Performance Tuning: Use EXPLAIN ANALYZE and other profiling tools to identify bottlenecks and optimize indexing strategies.
• Migration Management: Lead data migrations, version upgrades, and ETL process development.

System Management & Administration:

• Infrastructure: Install, configure, and maintain PostgreSQL instances on Linux-based environments (On-prem or Cloud).
• High Availability: Implement and manage replication (Physical/Logical), failover mechanisms (Patroni, Repmgr), and load balancing (PgBouncer).
• Backup & Recovery: Design and test rigorous Point-in-Time Recovery (PITR) and disaster recovery strategies using tools like pgBackRest or Barman.
• Security: Manage user roles, permissions, row-level security (RLS), and encryption at rest/transit.

Monitoring & Automation:

• Set up proactive monitoring and alerting (Prometheus, Grafana, or pgWatch2).
• Automate routine maintenance tasks (Vacuuming, Reindexing) using configuration management tools like Ansible, Terraform, or Puppet.

Requirements

• Experience: 5+ years of experience managing production PostgreSQL environments.
• Linux Mastery: Strong command of Linux internals, shell scripting (Bash), and OS-level tuning for database performance.
• Deep PostgreSQL Knowledge: Expert-level understanding of MVCC, WAL, and PostgreSQL configuration parameters.
• Development Background: Proficient in at least one backend language (Python, Go, or Java) to assist in application-tier integration.
• Soft Skills: A “measure twice, cut once” mentality with the ability to communicate technical trade-offs to non-technical stakeholders.

Preferred Qualifications:

• Experience with PostGIS for geospatial data.
• Familiarity with containerization (Docker, Kubernetes/CloudNativePG).
• Experience managing “Very Large Databases” (VLDB) in the multi-terabyte range.

Why Join Us? You won’t just be running scripts; you’ll be an architect of our data strategy. We value automation over manual intervention and performance over “good enough.”

We are seeking a Project Manager to lead the onboarding of new clients from point of sale through successful delivery of data migration. This role partners closely with internal teams and clients to manage complex projects, ensure accurate data conversion and deliver a high-quality onboarding experience within a fast-paced fintech environment. The ideal candidate brings strong attention to detail, confidence working with financial software, excellent problem-resolution and escalation management skills and an ability to effectively manage a high-volume workload.

Critical Responsibilities

Client Onboarding & Strategy:

• Serve as the primary point of contact for all data onboarding.
• Own end-to-end client data onboarding projects from contract close through data conversion and delivery.
• Gather project requirements, identify challenges, and define success criteria.
• Guide clients through the transition from their legacy platform, ensuring they understand functional differences and changes in process.
• Deliver a high-quality onboarding experience and ensure a seamless handoff to post-implementation teams.

Project Management & Data Readiness:

• Build and manage project plans, timelines, milestones and dependencies.
• Identify risks and blockers early and drive solutions proactively.
• Coordinate with sales, data, training and support teams to ensure smooth execution of data onboarding.
• Oversee data conversion processes, ensuring accuracy, completeness and alignment with client requirements.
• Identify and present solutions to data discrepancies arising from platform settings, structural design and methodology differences.
• Manage and resolve data onboarding related escalations with professionalism and urgency.

Skills/Qualifications

Required:

• Experience working with SaaS platforms, data integrations, or financial software.
• Strong understanding of data migration or data conversion workflows.
• Bachelor’s degree in Business, Finance, or a related field. An MBA is preferred.
• Highly organized, detail oriented, and comfortable managing multiple projects simultaneously.

• Comfortable handling escalations and navigating complex projects.
• Strong analytical skills with the ability to understand complex financial concepts.
• Excellent communication, problem-solving and stakeholder management skills.

Preferred:

• Advanced proficiency in Excel, including data analysis and validation.
• Experience working with Portfolio Account Systems (PAS) and Customer Relationship Management (CRM) systems.
• Familiarity with Jira or similar project management ticketing tools.
• Ability to interpret and analyze raw data to identify issues, trends and risks.
• Knowledge of performance reporting.

We are seeking a junior network engineer to join our dynamic IT team. This person will be responsible for planning, building, and maintaining both physical and virtual networks, including LANs, WANs, and cloud-based systems. This involves configuring devices like routers and switches, troubleshooting connectivity issues, and optimizing network performance.

Primary Responsibilities

• Perform administration and configuration of all network equipment, including but not limited to firewalls, switches, and wireless access points.
• Participate in planning design, technical review and implementation for new network infrastructure hardware and network operating systems for voice and data communication networks.
• Design solutions with other teams to support new or updated technologies.
• Monitor and assist in managing network infrastructure (firewalls, routers, switches, wireless access points).
• Desktop support person in a Windows environment with some network.
• Assist in implementing and maintaining network and security policies, procedures, and configurations.
• Support incident response efforts by identifying, analyzing, and escalating potential security threats.
• Maintain user access controls, permissions, and authentication systems.
• Perform basic vulnerability scans and support patch management.
• Monitor network and security logs for unusual or unauthorized activity.
• Assist in maintaining documentation for network diagrams, configurations, and standard procedures.
• Support internal audits and compliance efforts (e.g., HIPAA, PCI, or ISO 27001 if applicable).
• Collaborate with senior security analysts/administrators to remediate system vulnerabilities.

Skills/Qualifications

• 1+ years of hands-on experience or strong academic background in networking and/or security (internships acceptable).
• Desktop support person in a Windows environment with some network.
• Basic understanding of TCP/IP, DNS, DHCP, VPNs, and firewalls.
• Familiarity with security concepts such as authentication, encryption, and endpoint protection.
• Strong troubleshooting skills and willingness to learn new technologies.
• Ability to analyze network performance data and identify areas for improvement.
• Ability to work under direction and escalate issues appropriately.
• Excellent problem-solving, organizational skills, and detailed orientated.
• Strong communication skills and interpersonal skills, with ability to collaborate, convey technical concepts to non-technical stakeholders.
• Results oriented with high attention to detail, ability to multi-task, and meet deadlines in a dynamic, fast-paced team environment.

We are seeking a highly motivated and customer-oriented Client Support 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 financial technology products and services. Your ability to solve problems efficiently, communicate clearly, and manage client relationships will directly impact customer satisfaction and product adoption.

Primary Responsibilities

• Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
• Investigate and resolve product or service issues, escalating to success managers and technical teams when necessary.
• Develop deep knowledge of our FinTech platform, including API integrations, account management tools, billing and reporting features.
• Collaborate with product, development, and sales teams to relay client feedback and contribute to continuous product improvement.
• Maintain up-to-date records of client interactions using CRM and support ticketing systems.
• Collaborate on support documentation, user guides, and training resources that will assist in reducing outreach for support.
• Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets.

Skills/Qualifications

• Strong understanding of financial products and support systems.
• Excellent problem-solving skills and the ability to explain complex concepts in simple terms.
• Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira).
• Familiarity with APIs, data security practices, and financial compliance is a plus.
• Empathetic communicator with a client-first mindset and a passion for financial technology.

Requirements

• Bachelor’s degree in Business, Finance, Computer Science, or a related field preferred.
• 2+ years of experience in client support, customer success, or technical support—preferably in a FinTech, SaaS, or financial services environment.

We are seeking a Product Director to lead the development and management of our portfolio rebalancing software. The ideal candidate will have fintech expertise, strong leadership skills, and a proven track record in project management. This is an excellent opportunity for a driven professional eager to grow within product management.

Primary Responsibilities

• Collaborate with the Product Owner to develop and execute the rebalancing software strategy, ensuring alignment with company goals.
• Work cross-functionally with the engineering and design team to deliver high-quality products.
• Lead development efforts, create and manage the development plan, track progress, allocate resources, and oversee the release cycle to ensure a high-quality product.
• Monitor and resolve client issues on time.
• Oversee the entire product lifecycle, from concept to launch, driving continuous improvement and innovation.
• Enhance product adoption and customer satisfaction through clear communication and support strategies.

Skills/Qualifications

• Experience working with financial advisors, wealth management, or investment platforms.
• Strong knowledge of portfolio accounting, rebalancing, and the fintech industry.
• Proven experience leading successful software product launches.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal skills.
• Proficiency in agile development methodologies and tools.
• Detail-oriented with excellent problem-solving abilities and resourcefulness.
• Self-motivated and adaptable.

Requirements

• Bachelor’s degree in Finance, Business, Computer Science, or a related field (CFA preferred).
• 3+ years of product management experience, including 2+ years in a leadership role.