Advyzon | Comprehensive Advisor Technology for Established Firms

Careers | Advyzon


Work with Advyzon
Benefits & Perks
Healthcare
Vision
Dental
401K
Unlimited time off
Observation of all market holidays
Continuing educational support
Sabbatical
Paternity leave 
In office games 
In office snacks
Extracurricular team bonding
We’re always interested in talking with experienced contributors.
Please email careers@yhlsoft.com  to get in touch confidentially.
Open Positions
+Senior Business Development (Chicago or Western U.S.)

We’re seeking a senior salesperson to join our growing team! The position is a Senior Vice President or 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 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 and will be based in Chicago or the Western U.S.

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 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
  • 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
  • Working knowledge of the financial technology industry
+Senior Vice President, Enterprise Sales (Remote)

Reporting to the President of Enterprise Sales, the Senior Vice President of Enterprise Sales will function as a player/coach, focused on business growth, as well as hiring, training and mentoring new team members. They will collaborate with various stakeholders internally to meet company goals, while forging new or cultivating existing relationships. They should also be able to lead and motivate the sales team to achieve specific goals.

Primary Responsibilities
  • Set up and lead the team to identify and build enterprise relationships by providing a customized solution and maximum value for the enterprises to grow their businesses profitably and efficiently
  • Lead the team to develop new prospects and capitalize on referrals to increase sales in territory; use channels efficiently to build relationships
  • Demonstrate leadership in tough enterprise opportunities
  • Collaborate with external sales teams in development, implementation and execution of territory sales plans resulting in increase in sales and achieve sales goals
  • Establish team and individual goals for department
  • Manage team members within department including but not limited to hiring, training and developing employees, delegating work assignments, coaching and counseling, assisting in sales efforts and administering corrective actions
Skills/Qualifications
  • Has demonstrated the passion and leadership in successfully growing the challenging enterprise relationships in the wealth management industry for at least 5 years
  • Has a bachelor's degree, MBA preferred
  • Has minimum of 15 years of experience in a field-based territory sales position selling financial services offerings to large RIAs, large enterprises, or large financial institutions
  • Possess minimum of 10 years of experience building and maintaining a customer account base
  • Has minimum of 5 years of management/leadership experience
  • Current Series 7 & 66 – preferred, but not required
  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
+Training Manager – Customer Success Team

We are searching for top talent with a desire to produce highly engaging and dynamic content, expand our one-to-many training opportunities, and drive feature adoption across new and legacy subscribers.

Primary Responsibilities
  • Hosts regular cadence training opportunities in virtual and live settings.
  • Creates user-friendly and professional content in written and video based formats; including writing, recording, editing, publishing and updating materials.
  • Aligns content creation with the Advyzon brand to build a cohesive experience from point-of-sale through legacy subscriber.
  • Assists Product Team with creating training related features and material within the Advyzon platform.
  • Active internal resource for questions and training.
  • Early adopter of new features, testing and finding innovative ways to promote and increase user adoption.
Skills/Qualifications
  • Upbeat and authentic personality.
  • Finance/Software/AV/Education or Training background required; multiple is a +.
  • Advyzon employee candidates - minimum of 1-year experience.
  • Deep understanding of Financial Firms and Advisors’ needs.
  • Creative mindset to develop and present quality use-case examples.
  • Agile prioritization of projects based on current business needs and willingness to flex hours to complete timely projects.
+Product Analyst, Core Systems – Product Team

As a Product Analyst, you will play a pivotal role in the development and enhancement of the Advyzon platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field.

Primary Responsibilities
  • Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
  • Collaborate with design team to create and refine product feature designs.
  • Assist with testing and reviewing of new features.
  • Conduct market research to identify trends and opportunities.
  • Build documentation and training material related to product updates.
  • Manage feature requests, customer feedback, and user data to inform product decisions.
Skills/Qualifications
  • Strong time management skills to balance multiple projects and/or timelines at once.
  • Enthusiastic and passionate.
  • Data analysis and visualization proficiency.
  • Excellent writing and organizational skills.
  • Effective communication and collaboration skills with cross-functional teams.
  • Detail-oriented with excellent problem-solving abilities and resourcefulness.
  • Self-motivated and easily adaptable.
  • 3+ years of experience within the independent advisory business.
+Product Analyst, Trading & Rebalancing Systems – Product Team

As a Product Analyst focused on Trading and Rebalancing, you will play a pivotal role in the development and enhancement of the Quantum platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field and trading systems, in general.

Primary Responsibilities
  • Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
  • Collaborate with design team to create and refine product feature designs.
  • Assist with testing and reviewing of new features.
  • Conduct market research to identify trends and opportunities.
  • Build documentation and training material related to product updates.
  • Manage feature requests, customer feedback, and user data to inform product decisions.
Skills/Qualifications
  • Strong time management skills to balance multiple projects and/or timelines at once
  • Enthusiastic and passionate.
  • Data analysis and visualization proficiency.
  • Excellent writing and organizational skills.
  • Effective communication and collaboration skills with cross-functional teams.
  • Detail-oriented with excellent problem-solving abilities and resourcefulness.
  • Self-motivated and easily adaptable.
  • 3+ years of experience within the independent advisory business, rebalancing experience a plus.
+Web Application Developer

We're looking for developer talent to join our growing team and help us grow our platform!

Job Details:
  • Develop our flagship web-based Advyzon product, with focus on either back-end or front-end, using HTML5, C++/C/Java, Vue and Ruby on Rails.
  • Demonstrated success in one’s professional work and/or program of study.
  • Strong logical thinking skills with a math, physics, computer science or engineering background and/or academic major.
  • Demonstrated self-motivated attitude and willingness to do whatever takes to get it done.
  • Compensation is commensurate with one’s skills/contribution.
+Account Executive (Chicago or remote)

The Group: Advyzon was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. Our dedicated staff of professionals push to decrease an advisor’s tech stack, while increasing their efficiency and helping their clients achieve their financial goals. We consistently receive rave reviews for everything from the best all-in-one software to the best places to work in fintech. If you are looking to join a growing group of overachievers, you are in the right place!

The Role:We’re seeking a salesperson to join our growing team! This person will be responsible for marketing and selling the Advyzon platform to the financial advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunities and do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel.

Primary Responsibilities:
  • Effectively build and manage sales pipeline.
  • Identify and uncover new opportunities.
  • Conduct in-person or web-based demonstrations of Advyzon.
  • Assist with creating marketing content for outbound marketing campaigns.
  • Build a network of industry partners or centers of influence.
  • Attend regional or national conferences as needed.
  • Diligent follow up with prospects.
  • Track and manage all leads and opportunities within our CRM.
  • Work closely with the relationship management, support and development teams to ensure a great experience for our users.
  • Manage client relationship and retention efforts.
Skills/Qualifications:
  • Candidates should have a minimum three years of sales experience in the financial technology or investment industry.
  • Proven track record of exceeding annual revenue or sales goals.
  • Excellent verbal and written communication abilities.
  • The ability to deliver professional presentations.
  • Strong organizational skills.
  • Team player.
  • Ability to work remotely.
Requirements
  • Bachelor’s degree strongly preferred; MBA, CFP a plus.
  • Deep knowledge of independent financial advisors and/or fintech industry.
+Business Development Representative (Chicago)

The Group: Advyzon was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. Our dedicated staff of professionals push to decrease an advisor’s tech stack, while increasing their efficiency and helping their clients achieve their financial goals. We consistently receive rave reviews for everything from the best all-in-one software to the best places to work in fintech. If you are looking to join a growing group of overachievers, you are in the right place!

The Role: 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 both independent yet 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 by questions about operations, process, current solutions, 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.
Skills/Qualifications:
  • 1+ years relevant work experience
  • Bachelor’s degree
  • Candidates should have general knowledge and/or experience in financial services
  • Excellent verbal and written communication abilities
  • Ability to deliver professional presentations
  • Strong organizational skills
  • Team player
  • Ability to work independently
+Client Success Manager (Remote)

We’re seeking a Client Success Manager to join our team! You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform.

Primary Responsibilities:
  • Develop processes to monitor all on-boarding projects while developing new client relationships during product implementation stage.
  • Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer user base.
  • Engage external client users in formal training settings and provide expert day-to-day servicing on all product aspects.
  • Contribute to product research, service-improvement initiatives, and other projects as needed as well as provide feedback to the software development team for technical-related product enhancements.
Skills/Qualifications:
  • Financial Services; Finance, Accounting, Economics, or Information Systems degrees preferred. (Two years or more experience in the Financial Services…). Previous work experience in the Financial Services / Finance industry is a plus.
  • Hold a deep understanding of investment management and/or financial services in order to anticipate the context of user’s needs.
  • Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
  • The ability to prioritize tasks based on the needs of the business and switch gears quickly while maintaining strong attention to detail.
  • Strong customer support focus and the ability to exercise sound professional judgement while working with both external users, and internal operational and finance technical teams.
  • Proven organizational skills, and the keen ability to understand and juggle different business priorities that provide the most value to the organization.
  • Proficient skills in Microsoft Excel.
+Client Service Associate - AIM

The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The service team within AIM is responsible providing a technology forward white-glove service experience to advisors.

The Role: AIM is seeking a Client Service Associate to join our team of service professionals. This individual will act as a key point of contact for service and operations. The CSA will be involved in all service items related to client and advisor onboarding and ongoing day to day operations.

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.
Requirements
  • A customer-first mindset.
  • Strong communication skills, both written and verbal.
  • Proficient in Microsoft Office applications.
  • A focused, dedicated, and entrepreneurial personality.
  • Strong attention to detail.
  • 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 independent advisors.
+Associate Trader – AIM (Chicago or Lisle, IL)

The Group:  Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 to complement Advyzon technology, which was founded in 2012 with the purpose of building an intuitive, all-in-one technology for advisory firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The trading group within AIM is responsible for trading client accounts to keep them in line with model portfolio target allocations.

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

Responsibilities
  • Analyze client portfolios, calculate trades, and execute trades on a daily basis, to keep portfolios in line with assigned AIM, advisor, third party strategist, and unified managed account portfolio targets
  • Maintain productive relationships with key stakeholders including advisors, portfolio managers, custodians, third party vendors, other investment operations teams, and other functions within Advyzon to contribute to the efficient operation of our investment program
  • Play a supportive role in the evolution of the trade team and its processes, escalating operational risks and effectively partnering with technology and global operations resources to address technology barriers
  • Support the trading operations associated with running our portfolios through a variety of third-party distribution platforms
  • Occasionally, on slow trading days, assist the investment research team with various research, analysis, reporting, and other investment tasks
  • As necessary, onboard new advisor accounts and work through transitions, with a critical eye toward taxes, alternative / illiquid securities and account customizations
  • Performs other duties as assigned by management
Skills/Qualifications
  • Excellent math and analytical skills
  • Ability to learn and effectively use Advyzon’s trading software
  • Flexible and organized enough to learn and work with software from at least six custodians
  • Strong organizational and time management skills - ability to handle fast paced and deadline driven environment
  • Excellent attention to detail and accuracy; the person in this role must maintain a sharp focus during market hours and minimize distractions.
  • Flexible and adaptable during strategic operational developments
  • Integrity is a must in this role
  • Advanced Excel skills are advantageous
  • Creativity, the desire to innovate, and investing passion
  • Solid understanding of financial markets, money movement and trading attributes, including realized gains
  • Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.
Requirements
  • Bachelor’s degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus
  • Basic knowledge of a variety of financial products including; managed portfolios, TAMP solutions, stocks, ETFs, and mutual funds
  • Previous personal or professional security trading experience is welcome, but not necessary
  • A strong interest in financial markets and Asset Management