Role Overview Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical ...
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30 Advyzon Jobs Hiring Near You
Role Overview Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical ...
New
Role Overview Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical ...
New
Quick apply
Role Overview Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical ...
New
Relationship Manager - Financial Services
Chicago, IL · On-site +1
$70K - $100K/yr
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 ...
Relationship Manager - Financial Services
Chicago, IL · On-site +1
$70K - $100K/yr
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 ...
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 ...
New
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 ...
New
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role ...
We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role ...
Client Support Specialist - Financial Services, North Hills, NC
Raleigh, NC · On-site
$17.50 - $23.50/hr
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: North Hills, NC Job Type: Full-Time About the Role We are seeking a highly motivated and customer ...
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Client Support Specialist - Financial Services, North Hills, NC
Raleigh, NC · On-site
$17.50 - $23.50/hr
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: North Hills, NC Job Type: Full-Time About the Role We are seeking a highly motivated and customer ...
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Quick apply
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Customer Education Specialist
Chicago, IL · On-site +1
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
Customer Education Specialist
Chicago, IL · On-site +1
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding ...
We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role ...
Quick apply
We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role ...
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Job description
Role Overview
Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become confident users of our technology. This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform configuration, and collaborate closely with internal teams to ensure successful implementations. The ideal candidate is passionate about helping clients succeed, enjoys solving business and technical challenges, communicates effectively with a wide variety of stakeholders, and thrives in a collaborative, fast-paced fintech environment.
Key Responsibilities
Client Onboarding & Implementation
Client Consulting & Problem Solving
Cross-Functional Collaboration
Process Improvement & Knowledge Development
Qualifications
Required
Preferred
$75k-$85k annually with a $15k-$20k target bonus
Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become confident users of our technology. This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform configuration, and collaborate closely with internal teams to ensure successful implementations. The ideal candidate is passionate about helping clients succeed, enjoys solving business and technical challenges, communicates effectively with a wide variety of stakeholders, and thrives in a collaborative, fast-paced fintech environment.
Key Responsibilities
Client Onboarding & Implementation
- Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
- Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
- Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
- Configure platform settings and assist clients with system setup based on their business requirements
- Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
- Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
- Document client requirements, decisions, and implementation milestones throughout each engagement
- Participate in annual conference presentations and user trainings
Client Consulting & Problem Solving
- Advise clients on Advyzon best practices and how to leverage Advyzon's platform to improve operational efficiency
- Help clients understand platform capabilities while recommending practical solutions to meet their business objectives
- Troubleshoot onboarding questions and coordinate with Product, Support, Data Services, and other internal teams when additional expertise is required.
- Assist with professional services engagements for existing clients, including advanced configuration and workflow optimization.
Cross-Functional Collaboration
- Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
- Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
- Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform
Process Improvement & Knowledge Development
- Continuously expand knowledge of Advyzon's platform, wealth management workflows, and industry best practices
- Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources
- Participate in ongoing product training and professional development opportunities
- Identify opportunities to improve onboarding efficiency, consistency, and the overall client experience
Qualifications
Required
- Bachelor's degree or equivalent professional experience
- 2-5 years of experience in client onboarding, implementation consulting, technical consulting, customer success, or a related client-facing role
- Strong communication and presentation skills with the ability to explain technical concepts to non-technical audiences
- Excellent organizational and project management skills with the ability to manage multiple priorities simultaneously
- Strong analytical and problem-solving abilities
- Comfortable learning new technology platforms and business processes
- Ability to work independently while collaborating effectively across departments
Preferred
- Experience working with wealth management technology, fintech, or financial services
- Knowledge of Registered Investment Advisor (RIA) or Broker Dealer operations
- Experience implementing SaaS software platforms
- Familiarity with CRM systems, portfolio management software, reporting platforms, or financial planning technology
- Experience delivering virtual client training or software implementations
- On-site experience with clients
$75k-$85k annually with a $15k-$20k target bonus
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