AIM | Comprehensive Portfolio Management

• Analyze client portfolios, trade mutual funds, ETFs, equities and other securities in client accounts, using Advyzon’s Quantum Rebalancer as well as custodian and other tools
• Play a leading role in the evolution of the trade team and its processes, escalating operational risks and effectively partnering with technology and global operations resources to address technology barriers
• Maintain productive relationships with key stakeholders including advisors, portfolio managers, custodians, third party vendors, other investment operations teams, and other groups within Advyzon to contribute to the efficient operation of our investment program
• Ability to work during the hours of 8:00-4:30pm EST
• Understand and improve problem solving capability for complex trade flow, accounting issues, and transactional discrepancies
• Leverage your quantitative skills to decompose processes to improve control and scale of the business
• Provide project management leadership and/or support for new and existing products, for the development and enhancement of processes and systems.
• Maintain team procedures and provide regular management reporting to Operations managers and the business
• Train and guide junior staff

• Bachelor’s degree.
• MBA, CFP, or CFA a plus.
• Knowledge of a variety of financial products including; managed portfolios, TAMP solutions, stocks, ETFs, and mutual funds.
• A strong interest in financial markets and Asset Management.
• Trading and risk management experience for large positions preferred.
• Comfort working in a quantitative environment.
• Excellent communication skills, both written and verbal.
• Advanced Excel skills required.
• A focused, dedicated, and entrepreneurial personality.
• Strong attention to detail.
• Ability to thrive in a fast-paced environment while working on multiple tasks with competing priorities both independently and within a team construct.
• Creativity, the desire to innovate, and investing passion.
• Solid understanding of financial markets, money movement and trading attributes, including realized gains.
• Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.

• Cross-sell to current Advyzon technology clients
• Cross-sell to current AIM clients
• Develop and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
• Drive client executive engagement and executive stakeholder management.
• Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards.
• Collaborate with cross-functional teams to ensure seamless project execution and client satisfaction.
• Identify opportunities for business growth and work with the sales team to develop and implement strategies.
• Monitor project progress, identify potential risks, and implement mitigation plans.
• Provide regular updates to clients and internal stakeholders on project status and performance.
• Conduct post-project evaluations to identify areas for improvement and ensure continuous enhancement of services.
• Mentor and guide team members, fostering a culture of learning and development.

• Bachelor’s degree in Business, Management, or a related field. MBA or relevant certification is a plus.
• Minimum of 10 years of experience in relationship management and/or sales roles.
• Minimum of 10 years of financial services experience, including but not limited to wealth management and investment management.
• Proven track record of successfully managing client relationships and delivering complex projects.
• Strong leadership and team management skills.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to think strategically and solve problems effectively.
• Proficiency in project management tools and software.
• Ability to work in a fast-paced and dynamic environment.

• Generate appointments by means of proactive outbound prospecting
• Consult with financial advisory firms with the purpose of learning about their current investment management and technology needs
• Determine if Advyzon Investment Management is a potential solution for their firm by questions about operations, investment process, current solutions, while understanding and uncovering pain points
• Track and report on outreach activities, lead status, and conversion rates to evaluate performance and areas of improvement
• Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation as well as various sales related administrative tasks.

• 2+ years relevant work experience ( preferred )
• Bachelor’s degree
• Candidates should have strong knowledge and/or experience in financial services
• Excellent verbal and written communication abilities
• Ability to deliver professional presentations
• Strong organizational skills
• Team player
• Ability to work independently

• Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
• Maintain productive relationships with key stakeholders including advisors, portfolio managers, custodians, third party vendors, other investment operations teams, and other functions within Advyzon to contribute to the efficient operation of our investment program
• Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
• Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
• Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
• Expertly incorporate knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
• Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
• Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
• Assist advisors in tax-optimization during account implementation and beyond
• Communicate effectively with investment team, business development team, operations team, and development team
• Contribute to the enhancement of AIM communications and marketing and supporting collateral
• Report to Head of Client Portfolio Management

• Bachelor’s degree
• 7+ years of investment experience
• CFA, CFP or progress towards these certifications preferred
• Extensive prior experience communicating with financial advisors
• Strong knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
• Comfort learning and communicating quantitative concepts
• Excellent communication skills, both written and verbal
• Proficient in Excel and PowerPoint
• A focused, dedicated, and entrepreneurial personality
• Strong analytical and relationship-building skills
• Ability to work under pressure
• Robust time management and organization skills
• Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM

• Act as a subject matter expert (SME) on paperwork and process requirements across multiple custodial platforms.
• Assist with advisor onboarding and training.
• Answer inbound phone calls and emails in a timely and professional manner.
• Generate paperwork and reports for advisors while identifying and advocating internally for automation and efficiency opportunities.
• Process advisor billing.
• Assist with data reconciliation across several custodians.
• Proactively identify and resolve NIGOs.
• Monitor workflow status, collaborate with custodians to resolve items quickly, and proactively communicate with advisors.
• Stay abreast of changing policies and procedures that impact AIM and advisors.
• Help drive advisor platform adoption, share best practices, and implement growth and optimization strategies.
• Gain a comprehensive understanding of operational workflows and service needs to proactively problem solve and provide consultative solutions to advisors.
• Identify and escalate complex problems, taking ownership of seeing items through to completion.
• Contribute to the implementation of practical and innovative solutions.

• A customer-first mindset.
• 3+ years’ financial services experience – TAMP, RIA, or Custodian service or operations preferred.
• Knowledge of RIA and/or TAMP operational processes and procedures.
• Strong communication skills, both written and verbal.
• Proficient in Microsoft Office applications.
• A focused, dedicated, and entrepreneurial personality.
• Strong attention to detail.
• A self-starter that is productive when functioning in a remote environment.
• Ability to thrive in a fast-paced environment while working on multiple tasks with competing priorities, both independently and within a team construct.
• Passion for the financial services industry and supporting the operational needs of independent advisors.

• Act as a subject matter expert (SME) on paperwork and process requirements across multiple custodial platforms.
• Assist with advisor onboarding and training.
• Answer inbound phone calls and emails in a timely and professional manner.
• Generate paperwork and reports for advisors while identifying and advocating internally for automation and efficiency opportunities.
• Process advisor billing and execution with custodians.
• Assist with data reconciliation across several custodians.
• Proactively identify and resolve NIGOs.
• Monitor workflow status, collaborate with custodians to resolve items quickly, and proactively communicate with advisors.
• Stay abreast of changing policies and procedures that impact AIM and advisors.
• Help drive advisor platform adoption, share best practices, and implement growth and optimization strategies.
• Gain a comprehensive understanding of operational workflows and service needs to proactively problem solve and provide consultative solutions to advisors.
• Identify and escalate complex problems, taking ownership of seeing items through to completion.
• Contribute to implementation of practical and innovative solutions.

• A customer-first mindset.
• Strong communication skills, both written and verbal.
• Proficient in Microsoft Office applications.
• A focused, dedicated, and entrepreneurial personality.
• Strong attention to detail.
• A self-starter that is productive when functioning in a remote environment.
• Ability to thrive in a fast-paced environment while working on multiple tasks with competing priorities, both independently and within a team construct.
• Desire to learn about the financial services industry and operational needs of independent advisors.

We’re seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a ‘can do’ attitude. They must be organized, have a client-first mentality, professional, personable, proactive and both independent yet a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus.

• Generate appointments by means of proactive outbound prospecting
• Consult with financial advisory firms with the purpose of learning about their current technology
• Determine if Advyzon is a potential solution for their firm with questions about operations, process, current solutions, etc. while understanding and uncovering pain points
• Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation, helping prospects with Advyzon trial subscriptions, and various sales related administrative tasks

• 1+ years relevant work experience
• Bachelor’s degree strongly preferred
• Candidates should have general knowledge and/or experience in financial services
• Excellent verbal and written communication abilities
• Ability to deliver professional presentations
• Strong organizational skills
• Team player
• Ability to work independently

Advyzon Associates Program (AAP) is a 2-year development program providing recent graduates with training and growth opportunities, as well as direct exposure to users of our software. We are invested in the long-term success of our employees by providing in-depth education, training, and professional development through your early years at Advyzon.

• Collaborating with our Regional Relationship Management Team to excel in a dynamic learning environment.
• Work directly with our development team to resolve client issues and bring new ideas for development and product enhancements.
• Mentoring from Senior team members and management to help navigate through the organization’s various paths.
• Ongoing support and feedback to help you continuously develop and improve throughout the program.
• Networking events with fellow team members.
• Manage and effectively resolve customer support requests through various channels.
• Troubleshoot and resolve complex customer issues while escalating necessary issues in a proactive manner.
• Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within the customer base.
• Testing new features from our development team to ensure they will meet our clients’ needs.
• Maintaining a positive, empathetic, and professional attitude toward customers always.

• Finance, Communication, or Information Systems degrees preferred.
• Passion to deliver exceptional service.
• Communication proficiency; excellent verbal and written skills.
• Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
• Proficient skills in Microsoft Office software, emphasis on Excel.

We are seeking a highly motivated and experienced EVP of Enterprise Relationship Management with strong project management skills to join our team. The ideal candidate will be responsible for managing and nurturing client relationships, overseeing project delivery, and ensuring client satisfaction. This role requires a strategic thinker with excellent communication and leadership abilities.

• Develop and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
• Drive client executive engagement and executive stakeholder management.
• Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards.
• Collaborate with cross-functional teams to ensure seamless project execution and client satisfaction.
• Identify opportunities for business growth and work with the sales team to develop and implement strategies.
• Monitor project progress, identify potential risks, and implement mitigation plans.
• Provide regular updates to clients and internal stakeholders on project status and performance.
• Conduct post-project evaluations to identify areas for improvement and ensure continuous enhancement of services.
• Mentor and guide junior team members, fostering a culture of learning and development.

• Bachelor’s degree in Business, Management, or a related field. MBA or relevant certification is a plus.
• Minimum of 10 years of experience in relationship management and project management roles.
• Minimum of 10 years of financial services experience, including but not limited to wealth management and capital markets.
• Proven track record of successfully managing client relationships and delivering complex projects.
• Strong leadership and team management skills.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to think strategically and solve problems effectively.
• Proficiency in project management tools and software.
• Ability to work in a fast-paced and dynamic environment.

We are searching for top talent with a desire to produce highly engaging and dynamic content, expand our one-to-many training opportunities, and drive feature adoption across new and legacy subscribers.

• Hosts regular cadence training opportunities in virtual and live settings.
• Creates user-friendly and professional content in written and video based formats; including writing, recording, editing, publishing and updating materials.
• Aligns content creation with the Advyzon brand to build a cohesive experience from point-of-sale through legacy subscriber.
• Assists Product Team with creating training related features and material within the Advyzon platform.
• Active internal resource for questions and training.
• Early adopter of new features, testing and finding innovative ways to promote and increase user adoption.

• Upbeat and authentic personality.
• Finance/Software/AV/Education or Training background required; multiple is a +.
• Advyzon employee candidates - minimum of 1-year experience.
• Deep understanding of Financial Firms and Advisors’ needs.
• Creative mindset to develop and present quality use-case examples.
• Agile prioritization of projects based on current business needs and willingness to flex hours to complete timely projects.

As a Product Analyst, you will play a pivotal role in the development and enhancement of the Advyzon platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field.

• Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
• Collaborate with design team to create and refine product feature designs.
• Assist with testing and reviewing of new features.
• Conduct market research to identify trends and opportunities.
• Build documentation and training material related to product updates.
• Manage feature requests, customer feedback, and user data to inform product decisions.

• Strong time management skills to balance multiple projects and/or timelines at once.
• Enthusiastic and passionate.
• Data analysis and visualization proficiency.
• Excellent writing and organizational skills.
• Effective communication and collaboration skills with cross-functional teams.
• Detail-oriented with excellent problem-solving abilities and resourcefulness.
• Self-motivated and easily adaptable.
• 3+ years of experience within the independent advisory business.

As a Product Analyst focused on Trading and Rebalancing, you will play a pivotal role in the development and enhancement of the Quantum platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field and trading systems, in general.

• Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
• Collaborate with design team to create and refine product feature designs.
• Assist with testing and reviewing of new features.
• Conduct market research to identify trends and opportunities.
• Build documentation and training material related to product updates.
• Manage feature requests, customer feedback, and user data to inform product decisions.

• Strong time management skills to balance multiple projects and/or timelines at once
• Enthusiastic and passionate.
• Data analysis and visualization proficiency.
• Excellent writing and organizational skills.
• Effective communication and collaboration skills with cross-functional teams.
• Detail-oriented with excellent problem-solving abilities and resourcefulness.
• Self-motivated and easily adaptable.
• 3+ years of experience within the independent advisory business, rebalancing experience a plus.

We're looking for developer talent to join our growing team and help us grow our platform!

• Develop our flagship web-based Advyzon product, with focus on either back-end or front-end, using HTML5, C++/C/Java, Vue and Ruby on Rails.
• Demonstrated success in one’s professional work and/or program of study.
• Strong logical thinking skills with a math, physics, computer science or engineering background and/or academic major.
• Demonstrated self-motivated attitude and willingness to do whatever takes to get it done.
• Compensation is commensurate with one’s skills/contribution.

We’re seeking a Client Success Manager to join our team! You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform.

• Develop processes to monitor all on-boarding projects while developing new client relationships during product implementation stage.
• Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer user base.
• Engage external client users in formal training settings and provide expert day-to-day servicing on all product aspects.
• Contribute to product research, service-improvement initiatives, and other projects as needed as well as provide feedback to the software development team for technical-related product enhancements.

• Financial Services; Finance, Accounting, Economics, or Information Systems degrees preferred. (Two years or more experience in the Financial Services…). Previous work experience in the Financial Services / Finance industry is a plus.
• Hold a deep understanding of investment management and/or financial services in order to anticipate the context of user’s needs.
• Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
• The ability to prioritize tasks based on the needs of the business and switch gears quickly while maintaining strong attention to detail.
• Strong customer support focus and the ability to exercise sound professional judgement while working with both external users, and internal operational and finance technical teams.
• Proven organizational skills, and the keen ability to understand and juggle different business priorities that provide the most value to the organization.
• Proficient skills in Microsoft Excel.