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Advyzon Jobs (NOW HIRING)

Advyzon

Operations Associate - Trade Analyst

Lisle, IL · On-site

$65K/yr

AIM is seeking an Operations Associate -Trade Analyst to support the operational and service needs of our manager traded UMA platform. This individual will serve as a key point of contact for post ...

Advyzon

Operations Associate - Trade Analyst

Lisle, IL · On-site

AIM is seeking an Operations Associate -Trade Analyst to support the operational and service needs of our manager traded UMA platform. This individual will serve as a key point of contact for post ...

Advyzon

Operations Associate - Trade Analyst

Lisle, IL · On-site

$65K/yr

AIM is seeking an Operations Associate -Trade Analyst to support the operational and service needs of our manager traded UMA platform. This individual will serve as a key point of contact for post ...

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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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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.

Customer Education Specialist, Financial Technology - Raleigh, NC - Hybrid

Advyzon

Raleigh, NC • On-site

Full-time

Re-posted 12 days ago

Job description

Role Overview
The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding, feature adoption, and overall client success.
This role works cross-functionally with Product, Service/Support, and Marketing teams to translate complex platform functionality into clear, engaging, and user-focused training experiences and resources. The ideal candidate is equal parts educator, content strategist, and product translator—someone who can turn complexity into clarity at scale.
Key Responsibilities
Training Programs & Delivery
  • Support the development of scalable training initiatives, including webinars, structured learning programs, and other one-to-many education efforts
  • Continuously evaluate and improve training programs based on engagement metrics and user feedback
  • Facilitate and moderate live training sessions, workshops, webinars, and other training outlets as needed
Content Development & Strategy
  • Create and maintain high-quality product education content across formats, including video, written documentation, and live training materials
  • Ensure consistency in messaging, tone, and accuracy across all training and content resources
  • Contribute to the evolution and scalability of training programs and content strategies
Product Collaboration & Enablement
  • Partner closely with Product teams to support feature launches through training, documentation, and user-facing communications
  • Translate complex workflows and functionality into clear, actionable, and user-friendly content
  • Provide feedback to Product teams based on user interactions, training sessions, and identified documentation gaps
Systems & Process Improvement
  • Identify and recommend improvements to systems and processes that enhance training delivery and user engagement
  • Drive efficiencies and scalability across training and enablement initiatives
  • Help implement tools or workflows that improve content creation and distribution
Knowledge Base & Documentation
  • Own and continuously improve the Knowledge Base and training documentation
  • Ensure all resources are accurate, up-to-date, and aligned with product updates
  • Optimize documentation to promote user self-service and reduce support dependency
Cross-Functional Support
  • Serve as a subject matter resource for Service, Support, and Product teams on training materials and platform functionality
  • Support internal enablement initiatives and help bridge communication between product development and user experience
  • Collaborate across teams to ensure alignment in how the platform is presented and understood
Qualifications
  • 3+ years of experience in training, product education, customer enablement, or a related role in finance (CFP or financial designation a plus)
  • Experience creating multi-format educational content (video, written, live sessions)
  • Strong ability to simplify complex concepts into clear, user-friendly materials
  • Experience working cross-functionally with Product, Marketing, and Customer Success teams
  • Excellent communication, presentation, and facilitation skills
  • Strong organizational skills with the ability to manage multiple projects simultaneously
  • Familiarity with learning management systems (LMS), knowledge base tools, or content platforms is a plus
Preferred Skills
  • Experience in SaaS, fintech, or platform-based products
  • Data-driven mindset with the ability to use metrics to improve training effectiveness
  • Comfort with webinar tools, video creation software, and documentation platforms
  • Experience supporting product launches or feature rollouts
Impact & Success Metrics
  • Increased adoption of product features and core workflows
  • Improved effectiveness and scalability of training programs and documentation
  • Reduced support burden through enhanced self-service resources
  • Strong alignment across Product, Service/Support, and Training teams

Targeting a $65-$75k base, and a 15 to 25% bonus target
This is a hybrid position at our North Hills/Raleigh location.
 

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