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Reporting to the President of Enterprise Solutions, we are seeking a highly motivated and experienced enterprise sales professional to join our dynamic sales team in the global wealth management sector. The ideal candidate will have a proven track record of successfully selling complex wealth management SaaS and investment management solutions to large enterprises. This role requires a deep understanding of enterprise wealth management markets (mega RIAs, large broker dealers/wirehouses, global bank trusts), exceptional relationship-building skills, high aptitude and experience in closing large deals, and the ability to develop and execute strategic sales plans. Please note: this is NOT an account management/relationship management role. This is an entrepreneurial hunter, net-new-logos, senior enterprise seller role.

Please note: this is NOT an account management/relationship management role. This is an entrepreneurial hunter, net-new-logos, senior enterprise seller role

Critical Responsibilities

Sales Strategy Development:

• Develop and implement comprehensive sales strategies to target enterprise clients in various segments of the financial services industry.
• Analyze market trends and identify new opportunities for growth.
• Client Relationship Management: Build and maintain strong relationships with key stakeholders and decision-makers within client organizations.
• Serve as a trusted advisor, understanding client needs and providing tailored solutions.

Sales Execution:

• Lead the entire sales cycle from prospecting, negotiations, to closing deals.
• Present and demonstrate Advyzon’s capabilities to clients, effectively articulating our value propositions.

Collaboration and Teamwork:

• Work closely with internal teams including marketing, product development, onboarding, relationship management and customer support to ensure alignment and success in client engagements.
• Collaborate with senior management to set sales targets and reporting.
• Performance Tracking: Monitor sales metrics, report on sales activity, and adjust strategies as needed to meet performance goals.
• Maintain up-to-date knowledge of competitor offerings and industry best practices.

Skills/Qualifications

Experience:

• Minimum of 15 years of proven success in large enterprise wealth tech and investment management sales.
• Strong understanding of financial products, wealth management technology and investment management (TAMP) services.

Education:

• Bachelor’s degree in Business, Finance, or a related field. An MBA is preferred.
• Current Series 7 & 66 – preferred but not required.

Skills:

• Exceptional communication, negotiation, and presentation skills.
• Strong analytical skills with the ability to understand complex financial concepts.
• Proficiency in CRM software and sales analytics tools.

Attributes:

• Entrepreneurial, self-motivated with a results-oriented mindset.
• Strong problem-solving skills and the ability to work independently and as part of a team.
• Willingness to travel as needed for prospect/client meetings and industry events.

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.

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.

We are seeking a highly motivated and experienced VP, Relationship Manager for AIM (Advyzon Investment Management) with strong sales/relationship management skills to join our team. The ideal candidate will be responsible for managing and nurturing client relationships, cross-selling AIM products and services to current Advyzon technology clients and cross-selling additional AIM products and services to current Advyzon Investment Management clients.

This role requires a strategic thinker with excellent communication and sales skills.

Primary Responsibilities

• Cross-sell to current Advyzon technology clients.
• Cross-sell to current AIM clients.
• Develop and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
• Drive client executive engagement and executive stakeholder management.
• Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards.
• Collaborate with cross-functional teams to ensure seamless project execution and client satisfaction.
• Identify opportunities for business growth and work with the sales team to develop and implement strategies.
• Monitor project progress, identify potential risks, and implement mitigation plans.
• Provide regular updates to clients and internal stakeholders on project status and performance.
• Conduct post-project evaluations to identify areas for improvement and ensure continuous enhancement of services.
• Mentor and guide team members, fostering a culture of learning and development.

Skills/Qualifications

• Bachelor’s degree in Business, Management, or a related field. MBA or relevant certification is a plus.
• Minimum of 10 years of experience in relationship management and/or sales roles.
• Minimum of 10 years of financial services experience, including but not limited to wealth management and investment management.
• Proven track record of successfully managing client relationships and delivering complex projects.
• Strong leadership and team management skills.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to think strategically and solve problems effectively.
• Proficiency in project management tools and software.
• Ability to work in a fast-paced and dynamic environment.

AIM is seeking a Billing & Operations Associate to execute and support billing management and operational support across its advisory, internal, and model marketplace services. This remote role requires a highly organized self-starter with strong quantitative and analytical skills, exceptional attention to detail, and advanced proficiency in Microsoft Excel for data validation and reconciliation alongside AIM’s proprietary Advyzon technology. The ideal candidate will ensure accurate, timely billing, effectively manage multiple priorities, and maintain reliability during high-volume billing cycles.

Primary Responsibilities

• Manage and perform billing processes across multiple business lines, including advisor billing, AIM services, and third-party strategist billing.
• Ensure accuracy and timeliness of all billing activities, reconciling data across custodians, strategists, and internal systems.
• Prepare and validate billing reports using Advyzon’s technology platform, leveraging advanced Excel functions for reconciliation and analysis as needed.
• Analyze and verify large data sets to maintain billing integrity and resolve discrepancies promptly.
• Collaborate with internal teams to streamline workflows and identify opportunities for automation and efficiency.
• Support month-end and quarter-end billing cycles, including reconciliations, reporting, and off-cycle billing (immediate billing, terminations, etc.).
• Maintain organized billing documentation and assist with broader operational functions such as data integrity and workflow tracking.

Skills/Qualifications

• Exceptional math and quantitative skills with demonstrated accuracy in handling financial data.
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and data validation tools.
• Strong attention to detail, organization, and ability to manage data across multiple systems.
• Proven analytical and problem-solving ability to identify, investigate, and resolve discrepancies.
• Independent, self-motivated, and thrives in a remote environment with minimal supervision.
• Excellent written and verbal communication skills and a customer-first mindset
• Bachelor’s degree in Business, Finance, Math, or a related field preferred; prior experience in billing, accounting, or financial operations is a plus.
• Flexibility to work extended hours and occasional weekends during busy billing seasons.

We are seeking a Financial Planning Product Analyst to partner with the President, Product Owner, design and development teams in shaping and evolving our financial planning technology. This role plays a critical part in coordinating cross-functional efforts, ensuring exceptional design and user experience, and driving innovation through collaboration with leadership and customers. This role reports directly to Advyzon’s financial planning president.

Primary Responsibilities

• Partner with the President and Product Owner to define product vision aid in design and product management priorities.
• Translate design into detailed development specs to aid developers and product director.
• Manage JIRA projects across product, design and development teams.
• Coordinate with designers, engineers, and stakeholders to ensure timely delivery of features.
• Drive continuous innovation of financial planning software through market research and customer feedback.
• Ensure design excellence and best-in-class user experience.

Skills/Qualifications

• 5+ years of product management experience with SaaS or platform solutions in the wealth management and financial planning space.
• Bachelor’s degree in Finance, Business, Computer Science, or a related field.
• Understanding of calculations and methodologies in the financial planning space.
• Proficiency with Jira, Figma, Microsoft Office products and Leveraging AI to create better efficiencies.
• Excellent communication and collaboration skills.
• Ability to thrive in a fast-paced, evolving environment.
• Analytical thinker with a hands-on execution mindset.

We are seeking a detail-oriented HR Compliance Specialist with 2–5 years of professional HR or compliance experience to join our growing team. This role is ideal for an HR professional who thrives in a fast-paced environment and is passionate about ensuring compliance with employment laws, internal policies, and industry regulations.

Primary Responsibilities

• Monitor and ensure organizational compliance with federal, state, and local employment laws and regulations.
• Develop, implement, and update HR policies and procedures to align with legal requirements and best practices.
• Conduct internal audits of HR practices, files, and systems to identify risks and recommend corrective actions.
• Manage compliance-related reporting, including EEO, ACA, and other government-mandated filings.
• Provide guidance and training to managers and employees on compliance issues, policies, and ethical workplace practices.
• Maintain accurate employee records and ensure HRIS data integrity in line with regulatory standards.
• Partner with legal and HR leadership on investigations, audits, and regulatory reviews.
• Support risk management efforts related to employee relations, workplace safety, and data privacy.

Skills/Qualifications

• Bachelor’s degree in Human Resources, Business Administration, Legal Studies, or a related field.
• 2–5 years of HR experience, with a focus on compliance, employee relations, or risk management.
• Strong knowledge of employment law (EEO, FMLA, ADA, FLSA, etc.) and regulatory requirements.
• Excellent attention to detail, organizational, and problem-solving skills.
• Strong interpersonal and communication abilities with the capacity to explain complex policies clearly.
• Proficiency with HRIS systems and compliance-reporting tools.

Preferred Skills

• Experience in a fast-growing or mid-sized organization.
• HR or compliance certification (PHR, SHRM-CP, or Certified Compliance & Ethics Professional) is a plus.
• Demonstrated ability to manage sensitive information with integrity and discretion.
• Knowledge of talent acquisition and full-cycle recruiting best practices.
• Experience supporting performance management and employee engagement initiatives.
• Strong background in employee relations and conflict resolution.
• Ability to design and deliver employee training and development programs.

We are seeking an Associate Client Portfolio Manager to join our team. This person will help advisory firms and financial advisors migrate their current and prospective client accounts on to Advyzon Investment Management (AIM) to achieve operational efficiency while sourcing best-in-class investment selection and modeling. The Associate Client Portfolio Manager will be a key liaison for advisors in effectuating a successful transition and on-going investment experience on the platform.

Primary Responsibilities

• Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools.
• Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders.
• Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders.
• Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies.
• Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP.
• Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
• Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools.
• Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients.
• Assist advisors in tax-optimization during account implementation and beyond.
• Communicate effectively with investment team, business development team, operations team, and development team.
• Report to Head of Client Portfolio Management.
• Take additional direction from Senior Client Portfolio Managers.

Skills/Qualifications

• Bachelor’s degree.
• 3+ years of investment experience.
• CFA, CFP or progress towards these certifications preferred.
• Prior experience communicating with financial advisors.
• Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations.
• Comfort learning and communicating quantitative concepts.
• Excellent communication skills, both written and verbal.
• Proficient in Excel and PowerPoint.
• A focused, dedicated, and entrepreneurial personality.
• Strong analytical and relationship-building skills.
• Ability to work under pressure.
• Robust time management and organization skills.
• Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM.

Advyzon 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 experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

We’re seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a ‘can do’ attitude. They must be organized, have a client-first mentality, professional, personable, proactive and independent, yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus.

Primary Responsibilities

• Generate appointments by means of proactive outbound prospecting.
• Consult with financial advisory firms with the purpose of learning about their current technology.
• Determine if Advyzon is a potential solution for their firm with questions about operations, process, current solutions, etc. while understanding and uncovering pain points.
• Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation, helping prospects with Advyzon trial subscriptions, and various sales related administrative tasks.
• Guide the Experience: Assist prospects with Auria trials and demos, ensuring a premium onboarding process that mirrors the high-touch service our clients expect.
• Advyzon was recently named to the “Best Places to Work in Fintech” list for the third time.

Skills/Qualifications

• 1+ years relevant work experience.
• Bachelor’s degree strongly preferred.
• Candidates should have general knowledge and/or experience in financial services.
• Excellent verbal and written communication abilitie.
• Ability to deliver professional presentations.
• Strong organizational skill.
• Team player.
• Ability to work independently.

Ready to help redefine wealth technology for the most sophisticated firms in the industry? Apply now and let’s start the conversation.

Join Advyzon’s Auria team, where cutting-edge wealth technology meets the unique demands of family offices and wealth managers serving ultra-high-net-worth (UHNW) clients. Auria is redefining how these firms streamline operations, deliver concierge-level service, and manage complex multi-generational portfolios—all within a unified, intuitive platform.

We’re looking for a driven, relationship-focused sales professional who thrives in consultative conversations and is energized by engaging with discerning decision-makers. This is more than just setting meetings—it’s about opening doors to transform how the most sophisticated wealth firms operate.

Primary Responsibilities

• Prospect & Connect: Proactively generate and qualify appointments with decision-makers at family offices and leading wealth management firms.
• Consult & Discover: Engage in in-depth discussions to understand complex client structures, operational workflows, investment reporting needs, and service models.
• Identify Solutions: Uncover pain points and demonstrate how Auria can centralize reporting, streamline investment oversight, and enhance white-glove client service.
• Collaborate on Campaigns: Partner with Sales & Marketing to design and execute targeted outreach strategies focused on UHNW-specific challenges such as data consolidation, secure communication, and bespoke reporting.
• Guide the Experience: Assist prospects with Auria trials and demos, ensuring a premium onboarding process that mirrors the high-touch service our clients expect.
• Support the Team: Contribute to pipeline development, campaign reporting, and sales operations tasks that accelerate growth.

Skills/Qualifications

• 1+ years of relevant sales, business development, or client-facing experience—preferably in wealth tech, financial services, or UHNW client services.
• Bachelor’s degree strongly preferred.
• Strong knowledge of the financial services industry; familiarity with registered investment advisors, family offices, and their technology stacks is a big plus.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional communication skills—able to convey complex ideas simply and professionally to sophisticated audiences.
• Relationship builder: Adept at quickly building trust with high-level decision-makers.
• Organized & proactive: Can independently manage outreach while collaborating closely with the team.
• Comfortable delivering professional presentations and product overviews.

Why Join Auria at Advyzon?

• Impact at the highest level: You’ll be influencing how elite wealth managers and family offices serve the world’s most discerning clients.
• Award-winning culture: Named to the Best Places to Work in Fintech three times.
• Growth potential: Clear career progression into senior sales and account executive roles.
• Cutting-edge product: A modern, fully integrated wealth tech platform built to solve the real-world challenges of UHNW client management.

Ready to help redefine wealth technology for the most sophisticated firms in the industry? Apply now and let’s start the conversation.

We are seeking a Product Manager 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 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.

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