Advyzon

The Group: 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 of Advyzon which was founded in 2012 with the purpose of building an intuit

The Group: 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 of Advyzon which was founded in 2012 with the purpose of building an intuit

Role OverviewThe 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

Role OverviewThe 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

Senior Director Head of Client OperationsWe are seeking a highly motivated and experienced Senior Director Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firms client service and operational infrastructure. The ideal candidate will oversee the

Senior Director Head of Client OperationsWe are seeking a highly motivated and experienced Senior Director Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firms client service and operational infrastructure. The ideal candidate will oversee the

Senior Director Head of InvestmentsWe are seeking a highly motivated and experienced Senior Director Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firms trading and investment management functions. The ideal candidate will help to oversee the t

Senior Director Head of InvestmentsWe are seeking a highly motivated and experienced Senior Director Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firms trading and investment management functions. The ideal candidate will help to oversee the t

Senior Director Head of Client OperationsWe are seeking a highly motivated and experienced Senior Director Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firms client service and operational infrastructure. The ideal candidate will oversee the

Senior Director Head of Client OperationsWe are seeking a highly motivated and experienced Senior Director Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firms client service and operational infrastructure. The ideal candidate will oversee the

Role OverviewThe 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

Role OverviewThe 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

Job Title: Client Support SpecialistDepartment: Customer Success / Client ServicesLocation: Chicago ILJob Type: Full-TimeAbout the RoleWe are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team. As the first point of contact f

Job Title: Client Support SpecialistDepartment: Customer Success / Client ServicesLocation: Chicago ILJob Type: Full-TimeAbout the RoleWe are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team. As the first point of contact f