Advyzon

Customer Education Specialist, Financial Technology - Chicago

Advyzon · Full Time · 15 days ago

Advyzon

🌎 United States 💵 $65000 - $75000 per year ⭐ 2-5 yrs exp 💼 Finance

Design and deliver scalable training programs and product education initiatives to drive user adoption and client success. Collaborate with Product and Marketing teams to translate complex platform functionality into clear, user-focused resources and documentation.

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Customer Education Specialist, Financial Technology - Raleigh, NC

Advyzon · Full Time · 15 days ago

Advyzon

🌎 United States 💵 $65000 - $75000 per year ⭐ 2-5 yrs exp 💼 Finance

Design and deliver scalable training programs and product education initiatives to drive user adoption and client success. Collaborate with Product, Marketing, and Support teams to translate complex platform functionality into clear, user-focused resources.

user-experience product-development communication feedback content-creation training documentation

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Technical Consultant - North Hills, NC

Advyzon · Full Time · 19 days ago

Advyzon

🌎 United States 💵 $75000 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

Lead the onboarding and implementation of the Advyzon wealth management platform for RIAs and Broker Dealers. This includes conducting discovery sessions, configuring system settings, and providing product training to ensure client success.

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Relationship Manager - Financial Services

Advyzon · Full Time · 19 days ago

Advyzon

🌎 United States 💵 $70000 - $100K per year ⭐ 2-5 yrs exp 💼 Finance

Manage a portfolio of Core RIA clients to drive platform adoption, ensure client health, and maximize retention. Coordinate with internal teams to address client needs and identify expansion opportunities to increase net revenue retention.

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Technical Consultant

Advyzon · Full Time · 19 days ago

Advyzon

🌎 United States 💵 $75000 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

Lead the onboarding and implementation of the Advyzon wealth management platform for RIAs and Broker Dealers. This involves conducting discovery sessions, configuring system settings, and delivering product training to ensure client self-sufficiency.

saas project-management product-management crm communication reporting onboarding training fintech client-relationship organization

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Client Service Manager

Advyzon · Full Time · a month ago

Advyzon

🌎 United States ⭐ 2-5 yrs exp 💼 Others

The Client Service Manager serves as the primary point of contact for advisor onboarding and day-to-day operational service items. They are responsible for managing paperwork, resolving NIGOs, and optimizing operational workflows across multiple custodial platforms.

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Operations Associate - Third Party Managers

Advyzon · Full Time · a month ago

Advyzon

🌎 United States ⭐ 2-5 yrs exp 💼 Others

Support the operational setup, onboarding, and billing coordination for third-party managers and strategists on the AIM platform. Manage reporting, account maintenance, and process improvements to enhance the strategist experience.

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Customer Education Specialist

Advyzon · Full Time · 2 months ago

Advyzon

🌎 United States 💵 $65000 - $75000 per year ⭐ 2-5 yrs exp 💼 Teaching

The Customer Education Specialist is responsible for designing and delivering training programs that enhance user understanding and feature adoption. This role involves collaborating with various teams to create engaging educational content and improve training initiatives based on user feedback.

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