
51 - 200 employees
Founded 2012
💸 Finance
💳 Fintech
Finance • Fintech • Software
Advyzon is a comprehensive platform designed for Registered Investment Advisors (RIAs) to manage and scale their firms effectively. The platform offers a range of tools including portfolio management, client reporting, billing, CRM, and secure document management, streamlining daily operations and enhancing client interactions. With a strong focus on exceptional technology and unmatched service, Advyzon aims to revolutionize the financial services industry, making it easier for advisors to cater to their clients' needs while maintaining high client retention and satisfaction.
🕒 July 21
Technical Consultant helping firms transition their processes onto Advyzon's wealth management platform. Leading onboarding engagements and delivering product training to ensure client success.
🌵 Arizona, California, +15 more states – Remote
💵 $75k - $85k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💼 Consultant
🕒 July 21
Relationship Manager responsible for driving client retention and adoption for Core RIA clients at Advyzon. Managing portfolios, addressing client needs, and collaborating with internal teams.
🕒 June 25
Customer Education Specialist responsible for designing, developing, and delivering training programs. Collaborating cross-functionally to drive user understanding and feature adoption.