What are the responsibilities and job description for the Operations Associate – Third Party Manager position at Advyzon Investment Management, LLC. (AIM)?
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 Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The investment team within AIM is responsible for all aspects of building, managing, investing, and supporting client portfolios.
The Role: AIM is seeking an Operations Associate – Third Party Managers to support the operational and service needs of strategists utilizing the AIM platform. This individual will serve as a key point of contact for operational support, onboarding, billing coordination, reporting, and day-to-day service requests related to third party managers and strategists on the platform.
Responsibilities
- Support onboarding and operational setup of strategists and third party managers on the AIM platform.
- Coordinate strategist fee setup, billing communications, invoice distribution, and related operational processes.
- Assist with fee reconciliation, tracking, and resolution of fee-related inquiries and discrepancies.
- Generate and distribute reports for strategists and internal stakeholders.
- Support operational service requests including password resets, account maintenance, and platform support items.
- Coordinate intake and processing of strategist performance files for platform uploads and reporting.
- Assist with setup and maintenance of shell models and related platform configurations.
- Monitor workflows and proactively identify and resolve operational issues while escalating complex items as needed.
- Partner with internal teams to improve processes, drive operational efficiencies, enhance the strategist experience, and identify opportunities to leverage AI, automation, and product enhancements.
- Maintain accurate records, documentation, and tracking related to strategist operational workflows.
Requirements
- Strong communication skills, both written and verbal.
- Strong attention to detail and organizational skills.
- Demonstrated curiosity and willingness to embrace AI, automation, and emerging technologies to improve operational efficiency and scalability.
- Ability to manage multiple tasks and workflows with accuracy and accountability.
- Strong problem-solving skills and ability to work independently.
- Comfortable working cross-functionally with operations, product, service, and leadership teams.
- Proficiency in Microsoft Office applications, particularly Excel.
- A proactive, entrepreneurial mindset with a willingness to learn and grow in a fast-paced environment.
- Ability to thrive in a remote work environment while remaining highly responsive and accountable.
- Interest in financial services, wealth management, or platform operations preferred.
- Bachelor’s degree required.