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 ...
Quick apply
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 ...
Associate Trader
Lisle, IL · On-site
$15.50 - $20.75/hr
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 ...
Associate Trader
Lisle, IL · On-site
$15.50 - $20.75/hr
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 ...
Associate Trader
Lisle, IL · On-site
$15.50 - $20.75/hr
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 ...
Quick apply
Associate Trader
Lisle, IL · On-site
$15.50 - $20.75/hr
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 ...
Associate Compliance Specialist
Lisle, IL · On-site
We are seeking a highly motivated and detail-oriented Associate Compliance Specialist to support the day-to-day compliance operations of Advyzon Investment Management (AIM), a rapidly growing TAMP ...
New
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Associate Compliance Specialist
Lisle, IL · On-site
We are seeking a highly motivated and detail-oriented Associate Compliance Specialist to support the day-to-day compliance operations of Advyzon Investment Management (AIM), a rapidly growing TAMP ...
New
Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...
Quick apply
Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...
Associate Compliance Specialist
Lisle, IL · On-site
We are seeking a highly motivated and detail-oriented Associate Compliance Specialist to support the day-to-day compliance operations of Advyzon Investment Management (AIM), a rapidly growing TAMP ...
New
Associate Compliance Specialist
Lisle, IL · On-site
We are seeking a highly motivated and detail-oriented Associate Compliance Specialist to support the day-to-day compliance operations of Advyzon Investment Management (AIM), a rapidly growing TAMP ...
New
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...
Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Quick apply
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Quick apply
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Why Join Advyzon * Build deep expertise in trading technology and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering ...
New
Quick apply
Why Join Advyzon * Build deep expertise in trading technology and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering ...
New
Client Service Associate
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Client Service Associate
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Client Service Associate
San Jose, CA · On-site +1
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Client Service Associate
San Jose, CA · On-site +1
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Client Service Associate (Remote)
San Jose, CA · Remote
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Quick apply
Client Service Associate (Remote)
San Jose, CA · Remote
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Client Service Associate
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Client Service Associate
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Client Service Associate
San Jose, CA · On-site +1
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Client Service Associate
San Jose, CA · On-site +1
$65K - $80K/yr
Maintain and update client data in our CRM - Advyzon * Initiate, manage, and optimize workflows in Advyzon * Data input into our financial planning software - RightCapital * Scheduling client ...
Maintain accurate meeting notes, action items, and implementation tracking in the firm's CRM and planning systems including Advyzon and Jump Notes Assist with financial planning workflows (data entry ...
Maintain accurate meeting notes, action items, and implementation tracking in the firm's CRM and planning systems including Advyzon and Jump Notes Assist with financial planning workflows (data entry ...
Demonstrated proficiency with at least one portfolio management platform (Advyzon, Orion, Tamarac, Black Diamond or similar) * Experience with custodial platforms: Fidelity Wealthscape and/or Schwab ...
Quick apply
Demonstrated proficiency with at least one portfolio management platform (Advyzon, Orion, Tamarac, Black Diamond or similar) * Experience with custodial platforms: Fidelity Wealthscape and/or Schwab ...
Wealth Advisor
Riverside, CT · Remote
Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The Dowling Group is a boutique private client wealth advisory firm based in Greenwich, CT. We specialize ...
Quick apply
Wealth Advisor
Riverside, CT · Remote
Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The Dowling Group is a boutique private client wealth advisory firm based in Greenwich, CT. We specialize ...
Advyzon information
What are some typical daily tasks for someone working in an Advyzon support or implementation role?
In an Advyzon support or implementation position, your daily tasks often include assisting financial advisors with software setup, troubleshooting technical issues, providing user training, and configuring client accounts. You'll frequently collaborate with other team members such as product specialists, developers, and customer success representatives to ensure a smooth onboarding process for new clients. Strong communication skills and attention to detail are essential, as you'll be balancing technical problem-solving with clear, client-focused support.
What are the key skills and qualifications needed to thrive as an Advyzon Implementation Specialist, and why are they important?
To thrive as an Advyzon Implementation Specialist, you need a solid understanding of financial software, data migration, and client onboarding processes, typically supported by experience in wealth management technology or financial services. Familiarity with Advyzon’s platform, CRM systems, and data integration tools is essential, often complemented by certifications in project management or financial operations. Strong problem-solving, communication, and client relationship skills set top performers apart in this role. These abilities ensure successful software adoption, seamless transitions for clients, and high satisfaction in a competitive fintech environment.
What is the difference between Advyzon vs Financial Advisor?
| Aspect | Advyzon | Financial Advisor |
|---|---|---|
| Credentials | Typically requires FINRA licenses, CFP, or CFA certifications | Requires CFP, CFA, or other financial planning licenses |
| Work Environment | Software platform used by advisors for portfolio management and client reporting | Client-facing role providing financial planning and investment advice |
| Employer & Industry Usage | Used by financial advisory firms for portfolio management | Employed by advisory firms, banks, or independent practices |
| Search & Comparison Intent | Yes | Yes |
Advyzon is a software platform that financial advisors use for portfolio management and client reporting, whereas a Financial Advisor is a professional who provides personalized financial planning and investment advice. While both roles are interconnected, Advyzon is a tool used within the financial advisory industry, and a Financial Advisor is the professional delivering services to clients.
What is Advyzon?
Advyzon is a comprehensive, cloud-based platform designed for financial advisors and wealth management firms. It integrates portfolio management, client relationship management (CRM), reporting, billing, and document management into a single solution. Advyzon helps financial professionals streamline operations, improve client service, and enhance business efficiency. The platform is known for its user-friendly interface, customization options, and robust support.
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Job description
About Advyzon
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.
The Relationship Manager is responsible for driving retention, adoption, and positive client health outcomes across Advyzon’s Core RIA client segment. The primary objective of this role is to ensure that each firm in their portfolio is successful on the Advyzon platform and realizing ongoing value.
This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale. This role plays a critical part in maintaining strong client health, increasing platform adoption, and reducing preventable churn.
The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end. This individual must be comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales) to ensure client needs are addressed quickly and effectively.
Success in this role requires someone who takes ownership of their book of business, acts with urgency, and consistently takes initiative to drive outcomes for clients. Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level.
Portfolio Ownership & Client Health
- Own and manage a portfolio Core RIA client relationship.
- Maintain a structured engagement cadence based on firm size, complexity, and health score.
- Monitor client health indicators including:
- Product adoption and usage depth
- Engagement trends
- Support patterns and recurring friction
- CSAT/NPS feedback
- Renewal timing
- Proactively identify risk signals and execute retention strategies before issues escalate.
- Serve as the primary relationship-level contact for assigned firms.
- Drive increased adoption of key platform capabilities including:
- Performance Reporting
- Trading
- CRM
- Client Portal
- Financial Planning
- Auria / AIM (as applicable)
- Conduct scaled business reviews (virtual QBRs or structured check-ins depending on account tier).
- Lead value-based conversations focused on workflow efficiency, advisor productivity, and firm growth.
- Share best practices tailored specifically to RIA operating models.
- Own renewal conversations for assigned Core RIA accounts.
- Maintain high renewal rates through proactive value reinforcement.
- Develop structured save plans for at-risk accounts.
- Identify firms that may qualify for Enterprise segmentation as they scale.
- Identify and pursue expansion opportunities including:
- Additional accounts or households
- Additional advisor teams within a firm
- Cross-sell of new Advyzon products
- Partner with Sales for larger expansion motions when appropriate.
- Drive net revenue retention through disciplined portfolio management.
- Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch).
- Use CRM, reporting dashboards, and automation tools to manage volume efficiently.
- Conduct group webinars, office hours, or product update sessions for Core RIA clients.
- Maintain accurate account documentation and renewal forecasting.
- Partner closely with:
- Support to identify recurring issues impacting retention.
- Consulting to ensure strong onboarding-to-relationship handoffs.
- Product to provide structured RIA feedback.
- Sales to coordinate expansion opportunities.
- Escalate high-risk or complex accounts to the Director, Client Success as needed.
Client Health & Experience
- CSAT trends across Core RIA portfolio
- NPS contribution from Core segment
- Feature adoption rates
- Engagement coverage (% of accounts with documented proactive outreach)
- Gross Renewal Rate
- Net Revenue Retention (NRR)
- Churn rate within Core RIA portfolio
- Expansion ACV from assigned accounts
- Portfolio coverage rate per quarter
- Renewal forecasting accuracy
- Account plan completion rate (where applicable)
- Timely follow-up and documentation in CRM
Salary - $70k-$100k, all in
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