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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 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.

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 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.