Note: The job is a remote job and is open to candidates in USA. Advyzon is seeking an Operations Associate – Third Party Managers to support the operational and service needs of strategists utilizing the AIM platform. The role involves being 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

Skills

• 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
• Bachelor's degree required
• Interest in financial services, wealth management, or platform operations

Company Overview

Company H1B Sponsorship