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

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.

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.

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.

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.

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.