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

We are seeking a Product Owner to lead the strategy and vision for our platform solutions. The ideal candidate will have wealth management and/or fintech expertise, strong leadership skills, and a proven track record in shaping and delivering impactful product strategies. This is an excellent opportunity for a driven professional eager to grow within product management and help define a high-value platform experience for our clients.

Primary Responsibilities

• Own and evolve the strategic roadmap for our platform, aligning initiatives with company goals, market opportunities, and user needs.
• Serve as the voice of the user, gathering and prioritizing feature requests and enhancements from clients, internal stakeholders, and industry insights.
• Write clear and detailed product requirements, user stories, and acceptance criteria for development teams.
• Partner closely with engineering, design, service, and sales teams to deliver high-quality features on time and within scope.
• Monitor platform performance, adoption metrics, and user feedback to drive continuous improvement.
• Stay informed on wealth management, fintech, and technology trends to identify opportunities for innovation and differentiation.

Skills/Qualifications

• Experience working with financial advisors, wealth management, or investment platforms.
• Strong understanding of SaaS platforms and the fintech industry.
• Proven experience leading successful software product launches.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal skills.
• Detail-oriented, resourceful, and adaptable in a fast-changing environment.
• Self-motivated with a proactive approach to identifying and solving problems.

Preferred Requirements

• Bachelor’s degree in Finance, Business, Computer Science, or a related field.
• 3+ years of product management experience with SaaS or platform solutions in the wealth management/fintech space.
• Proficiency with Jira, Figma, and Microsoft Office products.

We are seeking a dynamic HR Generalist with 2-5 years of professional experience and strong recruiting skills to join our growing team. This role is ideal for a motivated HR professional who thrives in a fast-paced environment and is eager to make an impact across all facets of human resources.

Key Responsibilities

• Manage full-cycle recruitment: sourcing, screening, interviewing, and onboarding new hires.
• Support day-to-day HR operations including employee relations, benefits administration, and compliance.
• Assist in the development and implementation of HR policies and procedures.
• Maintain accurate employee records and HRIS data.
• Coordinate and deliver employee training and development initiatives.
• Advise managers and employees on HR best practices and company policies.
• Participate in performance management and employee engagement activities.

Qualifications

• Bachelor’s degree in Human Resources, Business Administration, or a related field.
• 2-5 years of HR experience, with a focus on recruiting.
• Solid understanding of HR principles, employment law, and best practices.
• Excellent interpersonal and communication skills.
• Strong organizational and multitasking abilities.
• Proficiency with HRIS and applicant tracking systems.

Preferred Skills

• Experience in a fast-growing or mid-sized company.
• Certification (PHR, SHRM-CP) is a plus.
• Demonstrated problem-solving and conflict-resolution abilities.

We’re seeking an Associate Trader to join our growing team. This person will be responsible for trading in client accounts to address day-to-day cash flows, target drift due to market movements, portfolio allocation changes, tax loss harvesting, and other portfolio changes. This is an entry level role and we are willing to provide on-the-job training for the right candidate. The role is based in our Lisle office.

Responsibilities

• Analyze client portfolios, calculate trades, and execute trades on a daily basis, to keep portfolios in line with assigned AIM, advisor, third party strategist, and unified managed account portfolio targets
• Maintain productive relationships with key stakeholders including advisors, portfolio managers, custodians, third party vendors, other investment operations teams, and other functions within Advyzon to contribute to the efficient operation of our investment program
• The person will play a supportive role in the evolution of the trade team and its processes, escalating operational risks and effectively partnering with technology and global operations resources to address technology barriers
• Support the trading operations associated with running our portfolios through a variety of third-party distribution platforms
• Occasionally, on slow trading days, assist the investment research team with various research, analysis, reporting, and other investment tasks
• As necessary, onboard new advisor accounts and work through transitions, with a critical eye toward taxes, alternative / illiquid securities and account customizations
• Performs other duties as assigned by management

Skills/Qualifications

• Excellent math and analytical skills
• Ability to learn and effectively use Advyzon’s trading software
• Flexible and organized enough to learn and work with software from at least six custodians
• Strong organizational and time management skills – ability to handle fast paced and deadline driven environment
• Excellent attention to detail and accuracy; the person in this role must maintain a sharp focus during market hours and minimize distractions.
• Flexible and adaptable during strategic operational developments.
• The ideal candidate is flexible and adaptable during strategic operational developments
• Integrity is a must in this role
• Advanced Excel skills are advantageous
• Creativity, the desire to innovate, and investing passion.
• Solid understanding of financial markets, money movement and trading attributes, including realized gains.
• Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.

Requirements

• Bachelor’s degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus
• Basic knowledge of a variety of financial products including; managed portfolios, TAMP solutions, stocks, ETFs, and mutual funds
• Previous personal or professional security trading experience is welcome, but not necessary
• A strong interest in financial markets and Asset Management

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’re seeking a SVP to join our growing team! This person will be responsible for marketing and selling Advyzon Investment Management’s (AIM) solutions to the advisor community. The chosen candidate will develop strong relationships, uncover new opportunities, cross-sell current clients 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 (25%) and will cover all firms west of the Mississippi.

Primary Responsibilities

• Sell – First and Foremost.
• Effectively build and manage sales pipeline.
• Identify and uncover new opportunities.
• 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.
• 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.

Skills/Qualifications

• Candidates should have at least five years of sales experience in the financial technology, investment industry and/or TAMP space (preferred).
• 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.
• Ability to work remotely.

Requirements

• Bachelor’s degree strongly preferred; MBA, CFP/CFA a plus.
• Working knowledge of the financial technology industry.

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.

We are seeking a Product Director to lead the development and management of our financial planning 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 financial planning 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, financial planning, 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.

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.

Primary 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.

Advyzon is seeking a detail-oriented data operations professional to support our alternative investment data process, leveraging advanced technologies and tools to manage and validate investment data.

Primary Responsibilities

• Onboard new clients’ alternative investments by working with client service team, custodians and fund administrators
• Serve as an extension of our client’s back office by managing the entire post-trade processing of alternative investments
• Validate and process alternatives investment data for clients using various tools and technologies
• Collect, analyze and process into Advyzon alternative investment data and notices, including Capital Call Notices, Distribution Notices, and Capital Account Statements
• Resolve exceptions to ensure accuracy of alternative investment transactions and valuations
• Collaborate across Product, and Engineering team to optimize alternative investment data processing
• Coordinate with clients, the client service team, fund managers, and fund administrators to address data-related issues
• Support the migration or building of historical data for alternative investments using various sources
• Maintain and improve alternatives investment data operations workflow procedures

Skills/Qualifications

• Prior experience in alternative investment data entry or data operations is preferred
• Exceptional organizational skills and self-motivation
• Strong proficiency in Excel and experience analyzing and processing large data sets
• Meticulous attention to detail with high accuracy standards
• Strong communication and cross-functional collaboration skills
• Use and understanding of generative AI tools is a plus

Requirements Additional Information

• Opportunity to work with cutting-edge technologies
• Critical role in supporting Advyzon’s alternatives investment data
• Opportunity to expand and develop our alternative investment data team

Advyzon is seeking a detail-oriented data operations professional to support our alternative investment data process, leveraging advanced technologies and tools to manage and validate investment data.

Primary Responsibilities

• Act as a subject matter expert (SME) on paperwork and process requirements across multiple custodial platforms.
• Assist with advisor onboarding and training.
• Answer inbound phone calls and emails in a timely and professional manner.
• Generate paperwork and reports for advisors while identifying and advocating internally for automation and efficiency opportunities.
• Process advisor billing and execution with custodians.
• Assist with data reconciliation across several custodians.
• Proactively identify and resolve NIGOs.
• Monitor workflow status, collaborate with custodians to resolve items quickly, and proactively communicate with advisors.
• Stay abreast of changing policies and procedures that impact AIM and advisors.
• Help drive advisor platform adoption, share best practices, and implement growth and optimization strategies.
• Gain a comprehensive understanding of operational workflows and service needs to proactively problem solve and provide consultative solutions to advisors.
• Identify and escalate complex problems, taking ownership of seeing items through to completion.
• Contribute to implementation of practical and innovative solutions.

Skills/Qualifications

• A customer-first mindset.
• Strong communication skills, both written and verbal.
• A strong bias for action and an ability to find solutions independently.
• Proficient in Microsoft Office applications.
• A focused, dedicated, and entrepreneurial personality.
• Strong attention to detail.
• Flexibility to work weekends on occasion.
• A self-starter that is productive when functioning in a remote environment.
• Ability to thrive in a fast-paced environment while working on multiple tasks with competing priorities, both independently and within a team construct.
• Desire to learn about the financial services industry and operational needs of advisors.

Requirements Additional Information

• Opportunity to work with cutting-edge technologies
• Critical role in supporting Advyzon’s alternatives investment data
• Opportunity to expand and develop our alternative investment data team