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Advyzon information

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.

What does an Advyzon implementation specialist do?

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 skills and qualifications are needed to thrive as an Advyzon implementation specialist?

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?

AspectAdvyzonFinancial Advisor
CredentialsTypically requires FINRA licenses, CFP, or CFA certificationsRequires CFP, CFA, or other financial planning licenses
Work EnvironmentSoftware platform used by advisors for portfolio management and client reportingClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed by financial advisory firms for portfolio managementEmployed by advisory firms, banks, or independent practices
Search & Comparison IntentYesYes

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 are popular job titles related to Advyzon jobs in California?

For Advyzon jobs in California, the most frequently searched job titles are:

What job categories do people searching Advyzon jobs in California look for?

The top searched job categories for Advyzon jobs in California are:

What cities in California are hiring for Advyzon jobs?

Cities in California with the most Advyzon job openings:

Advyzon jobs near you
Infographic showing various Advyzon job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 52% In-person, 16% Hybrid, and 32% Remote job distribution.

Customer Success Manager & Solutions Consultant

Thomas Talent Network

Los Angeles, CA • Remote

$100K - $120K/yr

Full-time

Posted 8 days ago

Job description

About the Company

A Series A decision-intelligence platform for independent wealth management (founded 2017), serving registered investment advisors with tools spanning portfolio risk analytics, compliance workflows, and advisor productivity. Operating in a $100B addressable market with strong product-market fit among mid-market and enterprise RIA clients. Growth-stage, under 100 employees, running on EOS with a lean, accountable team working directly with the CEO, Head of Sales, and Head of Customer Success.

About the Role

The Customer Success Manager & Solutions Consultant is a hybrid individual contributor who owns product and domain expertise across the full customer lifecycle — from winning deals as the technical SME on sales calls to delivering the onboarding, adoption, and retention that make each client successful. Because the same person supports the deal pre-close and then owns the account post-close, context never gets lost at handoff. Dual-reporting: to the Head of Sales for pre-sale support and to the Head of Customer Success for post-sale delivery. Requires both the follow-through of a great CSM and the composure of a strong sales engineer on a live call.

What You'll Own
  • Own the SME seat on AE demo and technical calls, running tailored workflow-specific demos and handling product, technical, and compliance objections live
  • Drive new-client onboarding and training from platform setup through confident daily usage within 30 days of go-live, across firm sizes and user personas
  • Run cadenced adoption meetings with key stakeholders to surface risk early, protect gross retention, and route expansion signals to the Expansion AE with full technical context
  • Maintain deep product mastery and genuine RIA/compliance domain fluency to remain the expert AEs and clients call first
  • Translate structured customer feedback into clear product requirements (frequency, use case, revenue impact)
  • Build and maintain training content, knowledge base articles, and recorded walkthroughs that scale self-service and deflect tickets
Must-Have
  1. 3+ years in a customer-facing product role at a wealth management, advisor-tech, or compliance platform (CS, Solutions/Sales Engineering, Implementation, Onboarding, or Technical Account Management)
  2. Demonstrated ability to run a live product demo and handle technical/compliance objections in real time without escalating
  3. Proven post-sale track record of onboarding, driving adoption, and retaining software clients
  4. RIA and compliance domain fluency: speaks advisor ROI and CCO audit-risk naturally; fluent on custodians, ADV, fiduciary, and RIA structures
  5. Executive stakeholder communication: credible with CCOs, principals, and operations leaders, adjusting style in real time
  6. Follow-through and CRM discipline without being managed; owns a full pre- and post-sale book without dropping context
  7. Comfortable operating in a growth-stage company under 100 employees without a polished playbook
Nice-to-Have
  • Experience at wealthtech firms serving RIAs or IBDs (Orion, SS&C Black Diamond, Addepar, Tamarac, Envestnet, Morningstar, Nitrogen, Advyzon, InvestCloud, Docupace, or COMPLY)
  • Both pre-sale solutions/sales engineering and post-sale CSM/onboarding experience in one background
  • HubSpot CRM fluency and experience with tools like Gong
  • Familiarity with custodian ecosystems (Schwab, Fidelity, Pershing)
  • Existing relationships with CCOs, CIOs, or advisory leadership at RIA or IBD firms
Details

Employment: Full-Time | Location: Remote (United States) | Experience: 3–5 years
Compensation: $60,000–$80,000 base plus variable tied to GRR, NRR, and trainings; $100,000–$120,000 OTE. No visa sponsorship.