Strategic Client Portfolio Manager – TAMP Solutions

Advyzon; Lisle (IL); On-site; USD 125,000 - 180,000; Full time

Job summary

AdvYZon Investment Management (AIM) seeks a Client Portfolio Manager to join the Client Portfolio Management team. The role helps advisory firms migrate client accounts to AIM’s TAMP, achieving operational efficiency while sourcing investment selection and modeling.

You will be the key liaison for advisors, communicating AIM’s investment approach and working with third party strategists to optimize asset allocation and tax planning during transitions.

Qualifications

• Bachelor’s degree required.
• 7+ years of investment experience.
• CFA or CFP certifications preferred.
• Experience communicating with financial advisors.
• Proficient in Excel and PowerPoint.

Responsibilities

• Gain proficiency in Advyzon tools and custodian platforms.
• Communicate AIM investment strategies to financial advisors and stakeholders.
• Learn third party strategists and communicate them to advisors.
• Contribute to knowledge base on third party strategies.
• Assist in asset allocation, manager selection and tax optimization for transitions.

Skills

Communication

Analytical thinking

Time management

Team player

Education

Bachelor’s degree

CFA or CFP certifications

Tools

Excel

PowerPoint

Job description

AdvYZon Investment Management (AIM) seeks a Client Portfolio Manager to join the Client Portfolio Management team. The role helps advisory firms migrate client accounts to AIM’s TAMP, achieving operational efficiency while sourcing investment selection and modeling.

You will be the key liaison for advisors, communicating AIM’s investment approach and working with third party strategists to optimize asset allocation and tax planning during transitions.