CAREERS
We’re growing. You can be a powerful part of our success.
At Advyzon, the impact you make will help shape our growth and
ability to help advisors achieve their goals. You’ll work with
people who care about your success and get the support you
need to be your best.
Benefits and Perks
We want you to be happy and healthy both in and outside of working hours, no matter where in the world you are. That’s why we offer flexible, competitive benefits for you and your family.
- Healthcare starting at $0 out-of-pocket
- Vision
- Dental
- 401K+ Employer Match
- LTD
- STD
- FSA w/Employer Contribution
- Hospital Indemnification
- Accident forgiveness
- Critical illness coverage
- Unlimited time off
- Observation of all
market holidays - Sabbatical
- Parental leave
- Extracurricular team
bonding - Continuing educational support
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There’s a team mentality at Advyzon and everyone is part of it. My journey has been incredible. I’ve learned so much in two years, and the people have helped me grow personally.
Mike Ursitti, Senior Vice President of Business Development
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You’re never bored here. Everything is always evolving, it’s always changing. Even if you get an application in a good spot, you want to better that application and make it more fun.
Eve Hjort, Director of Client Service and Engagement
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Having been in so many different roles with different responsibilities has really given me more self-confidence. If you asked me 10 years ago, I have a lot more confidence in myself and I think that’s a big reflection of Advyzon.
Kelly Fitzpatrick, Senior Product Owner
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One aspect of the culture that resonates with me, is the curiosity that we see at every level of the firm – there’s just a deep desire to have an understanding of how can we design a technology that suits the needs of the client.
Ryann Ramos, Senior Product Owner
2025 Best Places to work in Fintech
2024 Best Places to work in Fintech
2021 Best Places to work in Fintech
2020 Best Places to work in Fintech
We love working here. We think you will too.
We’re always interested in talking with experienced contributors. Please email careers@yhlsoft.com to get in touch.
Open Positions
Senior Vice President Sales – Advyzon Investment Management
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.
Client Support Specialist – Client Services
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.
Product Director – Rebalancing Software
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.
Product Director – Financial Planning Software
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.
Account Executive
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.
Alternative Investment Data Operations Specialist
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
Client Service Manager – AIM
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