Careers | Advyzon
Work
with Advyzon
Benefits & Perks
Health
Vision
Dental
401K
Flexible PTO & Paid Holidays
Continuing Educational Support
Maternity & Paternity Leave
Internal Career Growth Opportunities
We’re always interested in talking with experienced contributors.
Please email careers@yhlsoft.com  to get in touch confidentially.
Open Positions
at Chicago Headquarters
+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 both independent yet 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 by questions about operations, process, current solutions, 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 second year in a row.

Skills/Qualifications:
  • 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.
+Sales Consultant

We’re seeking a salesperson to join our growing team! This person will be responsible for marketing and selling the Advyzon platform to the financial advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunities 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.

Primary Responsibilities:
  • Effectively build and manage sales pipeline.
  • Identify and uncover new opportunities.
  • Conduct in-person or web-based demonstrations of Advyzon.
  • 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.
  • Diligent follow up with prospects.
  • 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.
  • Manage client relationship and retention efforts.
Skills/Qualifications:
  • Candidates should have a minimum three years of sales experience in the financial technology or investment industry.
  • 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.
  • Team player.
  • Ability to work remotely.
Requirements:
  • Bachelor’s degree strongly preferred; MBA, CFP a plus.
  • Deep knowledge of independent financial advisors and/or fintech industry.
+Product Manager, Data Analytics

We’re seeking an aspiring product manager to join our growing team! This person will be responsible for architecting and leading our data analysis/integration effort in the Advyzon platform. The chosen candidate will lead the data integration/analysis team, develop strong relationships with new and existing data providers, analyze user data needs, provide insights into data operations, collaborate with sales/service/other product development teams and significantly expand Advyzon's data operational and analytical capabilities. Candidates must be passionate self-starters with strong communication, leadership and time management skills.

Primary Responsibilities:
  • Analyze customers' data needs and derive market trends.
  • Prepare spec to meet the customers' needs and optimize the user experience.
  • Lead the development team to implement features to meet the customers' needs with the optimal user experience.
  • Analyze usage and build insights to improve the user experience.
  • Achieve development goals with quality and speed to market.
  • Manage relationships with new/existing data providers.
  • Work with sales/marketing teams to demonstrate Advyzon's data capabilities.
  • Help the service team with any product question.
Skills/Qualifications:
  • Candidates should have a minimum three years of product development/business analysis experience in the financial technology or investment industry.
  • Proven track record of successfully leading a long-term product development project with commitment to quality, speed to market and user experience.
  • Knowledge of data operations and commitment to data quality and operational efficiency.
  • Excellent verbal and written communication abilities.
  • Strong organizational skills with leadership experience.
Requirements:
  • Bachelor’s degree with technology/data experience; MS/Ph.D., MBA, CFP a plus.
  • Deep knowledge of independent financial advisors and/or fintech industry.
+Vice President, Business Development

We’re seeking a senior salesperson to join our growing team! The position is a Senior Vice President or Vice President of Business Development, depending on fit and experience. This person will be responsible for marketing and selling the Advyzon platform to the advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunities 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.

Primary Responsibilities:
  • Effectively build and manage sales pipeline.
  • Identify and uncover new opportunities.
  • Conduct in-person or web-based demonstrations of Advyzon.
  • 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.
  • Diligent follow up with prospects.
  • 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.
  • Manage client relationship and retention efforts.
Skills/Qualifications:
  • Candidates should have a minimum five years of sales experience in the financial technology or investment industry.
  • 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.
  • Team player.
  • Ability to work remotely.
Requirements:
  • Bachelor’s degree strongly preferred; MBA, CFP a plus.
  • Deep knowledge of independent financial advisors and/or fintech industry.
+Client Support Specialist

We are looking for a Client Support Specialist to help streamline our customer service experience and become a core contributor in continuing to provide the highest level of support to our clients. Our ideal candidate is someone who deeply cares about client success and has a strong passion for teaching and problem-solving.

Primary Responsibilities:
  • Manage and effectively resolve customer support requests through various channels.
  • Troubleshoot and resolve complex customer issues while escalating necessary issues in a proactive manner.
  • Lead training webinars on various topics while gathering feedback from attendees.
  • Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer base.
  • Contribute to our Knowledge Base by continuously adding and updating content.
  • Maintaining a positive, empathetic and professional attitude toward customers always.
Skills/Qualifications:
  • Finance, Communication, or Information Systems degrees preferred. (Recent graduates welcome).
  • Strong customer service, passion to deliver exceptional service.
  • Communication proficiency; excellent verbal and written skills.
  • Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
  • Proven organizational skills and exceptional time management skills.
  • Proficient skills in Microsoft Office software, emphasis on Excel.
+Client Relationship Manager

We’re seeking a Client Relationship 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. (Recent graduates welcome). 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.
+Web Application Developer

We're looking for developer talent to join our growing team and help us grow our platform!

Job Details:
  • Develop our flagship web-based Advyzon product, with focus on either back-end or front-end, using HTML5, C++/C/Java, Vue and Ruby on Rails.
  • Demonstrated success in one’s professional work and/or program of study.
  • Strong logical thinking skills with a math, physics, computer science or engineering background and/or academic major.
  • Demonstrated self-motivated attitude and willingness to do whatever takes to get it done.
  • Compensation is commensurate with one’s skills/contribution.