Advyzon

AI Analytics Angular API Automation +27 skills

Position Overview The Billing Operations Analyst serves as the primary technical and data partner to the Billing Operations Specialist within Advyzon Investment Management. While the Specialist drives operational…

2 months ago

Billing Operations Specialist - Financial Technology

Open 50d North America

AI Automation Event Driven Architecture Process Improvement Solution Design

The Billing Operations Specialist is responsible for executing AIM's day-to-day billing operations, ensuring all scheduled and event-driven billing activities are accurately calculated, validated, reconciled,…

2 months ago

Client Portfolio Manager

Open 50d North America

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…

Project Manager, New Client Onboarding - Financial Technology - Chicago

Open 50d North America

AI Automation CRM Fintech Process Improvement +1 skills

Project Manager leads financial-data onboarding for fintech clients, converting and validating portfolio accounting and CRM data while coordinating teams and clients to ensure smooth platform adoption.

Relationship Manager - Financial Services, North Hills, NC

Open 79d HybridNorth America

About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in…

Open 81d HybridNorth America

3 months ago

Client Support Specialist – Data Services, Chicago

CRM Fintech HubSpot Jira SaaS +1 skills

We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a…

Open 81d HybridNorth America

3 months ago

Client Support Specialist – Data Services, North Hills, NC

CRM Fintech HubSpot Jira SaaS +1 skills

We are seeking a highly motivated and customer-oriented Data Service Group Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a…

Open 82d HybridNorth America

3 months ago

Relationship Manager - Financial Services, Chicago

About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in…

Open 100d HybridNorth America

4 months ago

Client Service Manager - Financial Services

AIM is seeking a Client Service Manager to join our team of service professionals. This individual will act as a key point of contact for service and operations. The CSM will be involved in all service items related to…