Operations Associate – Third Party Manager

Advyzon Investment Management, LLC. (AIM); Lisle (IL); Remote; USD 55,000 - 70,000; Full time

Job summary

Advyzon Investment Management, LLC (AIM) is seeking an Operations Associate to support third party managers on the AIM platform. You will assist with onboarding, fee setup, billing communications, and reporting, while maintaining accurate records and coordinating platform operations.

You will work remotely with a proactive, detail‑oriented approach and a focus on process improvement using AI and automation to enhance efficiency and scalability.

Qualifications

• Strong written and verbal communication skills.
• Excellent attention to detail and organizational abilities.
• Curiosity for AI, automation and emerging tech to boost efficiency.
• Ability to manage multiple workflows with accountability.
• Proactive, entrepreneurial mindset in a fast-paced setting.
• Comfortable collaborating cross-functionally with teams.

Responsibilities

• Support onboarding and setup for strategists and third party managers.
• Coordinate fee setup, billing, invoicing, and related processes.
• Assist with fee reconciliation and resolving inquiries.
• Generate reports for strategists and internal stakeholders.
• Handle platform support items including password resets and maintenance.
• Manage intake of performance files for uploads and reporting.
• Maintain shell models and platform configurations.
• Monitor workflows and escalate complex issues as needed.
• Collaborate with teams to improve processes and leverage AI/automation.
• Keep accurate records and tracking of operational workflows.

Skills

Communication

Attention to detail

AI & automation curiosity

Multitasking

Problem solving

Cross-functional collaboration

Independent work

Remote work discipline

Entrepreneurial mindset

Financial services interest

Tools

Microsoft Excel

Job description

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.