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Advyzon Jobs (NOW HIRING)

Advyzon

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 ...

Advyzon

Director, Head of Investments

Lisle, IL · On-site

Director, Head of Investments We are seeking a highly motivated and experienced Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm's trading and ...

Advyzon

Senior Director, Head of Investments

Lisle, IL · On-site

$100 - $125/hr

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 ...

Advyzon

Associate Compliance Specialist

Lisle, IL · On-site

$65K/yr

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 ...

Advyzon

Billing Operations Analyst

Lisle, IL · On-site

Position Overview The Billing Operations Analyst serves as the primary technical and data partner to the Billing Operations Specialist within Advyzon Investment Management. While the Specialist ...

Advyzon

Billing Operations Analyst

Lisle, IL · On-site

$60 - $80/hr

Position Overview The Billing Operations Analyst serves as the primary technical and data partner to the Billing Operations Specialist within Advyzon Investment Management. While the Specialist ...

Advyzon

Billing Operations Analyst

Lisle, IL · On-site

$75K/yr

Position Overview The Billing Operations Analyst serves as the primary technical and data partner to the Billing Operations Specialist within Advyzon Investment Management. While the Specialist ...

Dowling Tax Group LLC

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 ...

Dowling Tax Group LLC

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 ...

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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.

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Advyzon jobs near you
Infographic showing various Advyzon job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 81% Physical, 11% Hybrid, and 8% Remote job distribution.

Rebalancing Services Specialist - North Hills, NC

Advyzon

North Hills, NC • On-site

$60 - $80/hr

Other

Posted 12 days ago

Job description

About the Role

Advyzon is looking for a Trading Analyst to support financial advisory firms using Quantum, our trading and rebalancing platform. This is a client-facing role for someone who enjoys solving problems, learning financial technology, and helping advisors operate with confidence during time-sensitive trading workflows.

You will work directly with Registered Investment Advisors (RIAs) and internal partners to troubleshoot platform questions, explain trading and rebalancing functionality, and contribute to a high-quality client experience. The ideal candidate is analytical, detail-oriented, service-minded, and comfortable translating technical concepts into clear guidance for financial professionals.

What You'll Do
  • Serve as a trusted point of contact for clients using Quantum for trading, rebalancing, model management, and related workflows.
  • Provide responsive phone and ticket-based support, helping clients understand issues and move toward resolution quickly.
  • Troubleshoot questions related to portfolio setup, rebalancing logic, trade generation, drift monitoring, cash management, custodial integrations, and trade status.
  • Document client questions, troubleshooting steps, and resolutions clearly in CRM and ticketing systems.
  • Escalate complex or high-impact issues thoughtfully to senior specialists, Product, or Engineering while keeping clients informed.
  • Partner with Relationship Management, Consulting, Onboarding, Product, and Engineering teams to support smooth client outcomes.
  • Contribute to internal knowledge articles, support documentation, and process improvements that make the team more effective.
What You'll Bring
  • Bachelor's degree in Communications, Finance, Business, Information Systems, or a related field, or equivalent professional experience.
  • 1-3 years of experience in client support, trading operations, investment operations, financial technology, or a related role.
  • Exposure to portfolio management, trading, rebalancing, or wealth management platforms.
  • Strong analytical and troubleshooting skills, with the judgment to prioritize time-sensitive issues accurately.
  • Clear verbal and written communication skills and the ability to explain technical topics to professional clients.
  • Strong organization, follow-through, and attention to detail in a fast-paced environment.
  • Comfort using CRM or ticketing systems, Microsoft Excel, and standard business applications.
Nice to Have
  • Experience supporting RIAs, wealth management firms, broker-dealers, or SaaS-based financial technology clients.
  • Familiarity with model management, drift monitoring, tax-aware trading, block trading, sleeves, or cash management workflows.
  • Experience with custodial platforms or integrations such as Schwab, Fidelity, Pershing, or similar firms.
  • Knowledge of portfolio accounting or wealth management software.
  • FINRA Series 7 and/or Series 66 licenses are a plus but not required.
What Success Looks Like

You are successful in this role when clients feel supported, issues are handled accurately and efficiently, and recurring questions become opportunities to improve documentation, workflows, and the product experience. You will be measured on responsiveness, quality of resolution, client satisfaction, and your ability to collaborate across teams.

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, Onboarding, and Relationship Management.
  • Have direct impact on client outcomes, product feedback, and the advisor experience.
  • Grow in a role that blends client service, technical troubleshooting, and financial technology.
Equal Opportunity

Advyzon is an equal opportunity employer. We value diverse backgrounds, perspectives, and experiences, and encourage qualified candidates to apply.

Compensation

$65,000-$75,000 base + $10,000 target bonus

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