Advyzon

Manage client onboarding, drive product adoption, and provide expert support to platform users, while contributing feedback for product improvements. | Experience in customer success or product operations, strong organizational skills, proficiency in Excel, and understanding of financial services or investment management. | 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 Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology. Client Success Manager (Hybrid/Remote) We’re seeking a Client Success Manager to join our team! You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform. Primary Responsibilities: • Develop processes to monitor all on-boarding projects while developing new client relationships during product implementation stage. • Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer user base. • Engage external client users in formal training settings and provide expert day-to-day servicing on all product aspects. • Contribute to product research, service-improvement initiatives, and other projects as needed as well as provide feedback to the software development team for technical-related product enhancements. Skills/Qualifications: • Financial Services: Finance, Accounting, Economics, or Information Systems degrees preferred. (Two years or more experience in the Financial Services…). Previous work experience in the Financial Services / Finance industry is a plus. • Hold a deep understanding of investment management and/or financial services in order to anticipate the context of user’s needs. • Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users. • The ability to prioritize tasks based on the needs of the business and switch gears quickly while maintaining strong attention to detail. • Strong customer support focus and the ability to exercise sound professional judgement while working with both external users, and internal operational and finance technical teams. • Proven organizational skills, and the keen ability to understand and juggle different business priorities that provide the most value to the organization. • Proficient skills in Microsoft Excel. BENEFITS SUMMARY • Healthcare coverage starting at $0 out of pocket for individuals • HSA with annual company contribution ($200/individual, $350/family) • Vision and Dental offered • Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident) • $50K life and AD&D coverage at no charge • 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match) • Unlimited PTO policy COMPENSATION $70k-$100k, all in cU1pHqqaOn

Develop and manage sales pipeline, identify new opportunities, and build industry partnerships to grow the company's client base. | At least five years of sales experience in financial technology or investment industry, proven sales success, and strong communication skills. | We’re seeking a SVP to join our growing team! This person will be responsible for marketing and selling Advyzon Investment Management’s (AIM) solutions to the advisor community. The chosen candidate will develop strong relationships, uncover new opportunities, cross-sell current clients and do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel (10%) and will cover all firms east of the Mississippi. Primary Responsibilities • Sell – First and Foremost. • Effectively build and manage sales pipeline. • Identify and uncover new opportunities. • Assist with creating marketing content for outbound marketing campaigns. • Build a network of industry partners or centers of influence. • Attend regional or national conferences as needed. • Track and manage all leads and opportunities within our CRM. • Work closely with the relationship management, support and development teams to ensure a great experience for our users. Skills/Qualifications • Candidates should have at least five years of sales experience in the financial technology, investment industry and/or TAMP space (preferred). • Proven track record of exceeding annual revenue or sales goals. • Excellent verbal and written communication abilities. • The ability to deliver professional presentations. • Strong organizational skills. • Ability to work remotely. Requirements • Bachelor’s degree strongly preferred; MBA, CFP/CFA a plus. • Working knowledge of the financial technology industry. Position is Fully Remote lbpUmhNmNp

The job involves selling financial technology solutions, building client relationships, and creating marketing content. | Requires at least five years of sales experience in financial technology or investment industry, with proven sales success, and strong communication skills. | We’re seeking a SVP to join our growing team! This person will be responsible for marketing and selling Advyzon Investment Management’s (AIM) solutions to the advisor community. The chosen candidate will develop strong relationships, uncover new opportunities, cross-sell current clients and do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel (25%) and will cover all firms west of the Mississippi. Primary Responsibilities Sell – First and Foremost. Effectively build and manage sales pipeline. Identify and uncover new opportunities. Assist with creating marketing content for outbound marketing campaigns. Build a network of industry partners or centers of influence. Attend regional or national conferences as needed. Track and manage all leads and opportunities within our CRM. Work closely with the relationship management, support and development teams to ensure a great experience for our users. Skills/Qualifications Candidates should have at least five years of sales experience in the financial technology, investment industry and/or TAMP space (preferred). Proven track record of exceeding annual revenue or sales goals. Excellent verbal and written communication abilities. The ability to deliver professional presentations. Strong organizational skills. Ability to work remotely. Requirements Bachelor’s degree strongly preferred; MBA, CFP/CFA a plus. Working knowledge of the financial technology industry. Position is Fully Remote

Developing and executing enterprise sales strategies, building client relationships, and leading the sales cycle from prospecting to closing. | Minimum 15 years in enterprise wealth tech and investment sales, strong understanding of financial products, excellent communication and negotiation skills, and proficiency with CRM and sales analytics. | Job Description: • Develop and implement comprehensive sales strategies to target enterprise clients in various segments of the financial services industry • Analyze market trends and identify new opportunities for growth • Build and maintain strong relationships with key stakeholders and decision-makers within client organizations • Serve as a trusted advisor, understanding client needs and providing tailored solutions • Lead the entire sales cycle from prospecting, negotiations, to closing deals • Present and demonstrate Advyzon’s capabilities to clients, effectively articulating our value propositions • Work closely with internal teams including marketing, product development, onboarding, relationship management and customer support to ensure alignment and success in client engagements • Collaborate with senior management to set sales targets and reporting • Monitor sales metrics, report on sales activity, and adjust strategies as needed to meet performance goals • Maintain up-to-date knowledge of competitor offerings and industry best practices Requirements: • Minimum of 15 years of proven success in large enterprise wealth tech and investment management sales • Strong understanding of financial products, wealth management technology and investment management (TAMP) services • Bachelor’s degree in Business, Finance, or a related field • An MBA is preferred • Current Series 7 & 66 – preferred but not required • Exceptional communication, negotiation, and presentation skills • Strong analytical skills with the ability to understand complex financial concepts • Proficiency in CRM software and sales analytics tools • Entrepreneurial, self-motivated with a results-oriented mindset • Strong problem-solving skills and the ability to work independently and as part of a team • Willingness to travel as needed for prospect/client meetings and industry events. Benefits: • Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development opportunities

Generate appointments through outbound prospecting and consult with financial advisory firms to assess their technology needs. | 1+ years relevant experience, bachelor's degree preferred, general financial services knowledge, strong communication and organizational skills. | 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 Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology. Business Development Representative We’re seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a ‘can do’ attitude. They must be organized, have a client-first mentality, professional, personable, proactive and independent, yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus. Primary Responsibilities: • Generate appointments by means of proactive outbound prospecting • Consult with financial advisory firms with the purpose of learning about their current technology • Determine if Advyzon is a potential solution for their firm with questions about operations, process, current solutions, etc. while understanding and uncovering pain points • Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation, helping prospects with Advyzon trial subscriptions, and various sales related administrative tasks • Advyzon was recently named to the "Best Places to Work in Fintech" list for the third time Skills/Qualifications: • 1+ years relevant work experience • Bachelor’s degree strongly preferred • Candidates should have general knowledge and/or experience in financial services • Excellent verbal and written communication abilities • Ability to deliver professional presentations • Strong organizational skills • Team player • Ability to work independently Benefits Summary: • Healthcare coverage starting at $0 out of pocket for individuals • HSA with annual company contribution ($200/individual, $350/family) • Vision and Dental offered • Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident) • $50K life and AD&D coverage at no charge • 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match) • Unlimited PTO policy Compensation: $52,500 + incentives