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Advyzon Jobs in Utah (NOW HIRING)

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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 Utah?

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

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

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

Advyzon jobs near you
Infographic showing various Advyzon job openings in Utah 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.

Client Delivery Specialist, Automation - Associate

iCapital

Salt Lake City, UT • Hybrid

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

About the Role 

iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital's clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.  

This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting. 

Responsibilities 

  • Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems.  
  • Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.  
  • Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system.  
  • Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information. 

Qualifications 

  • Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field 
  • 2-5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge 
  • Expertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac 
  • Strong background working with financial custodial data and proficiency supporting alternative financial instruments 
  • Advanced proficiency in Excel and text file manipulation.  Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus 
  • Experience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform data  
  • Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance 
  • Understanding of Salesforce, Monday.com, Jira, and GitLab 
  • Comfort working with a geographically dispersed team  
  • Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed 
  • Achievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP is a plus 

Benefits 

The base salary for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). 

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.  

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ 

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity,

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