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.
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.
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.
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.
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.
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.
