Business Development Representative - Financial Services

Advyzon

19 days ago

Chicago, IL

Onsite

Full Time

Junior

0 applicants

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About this role

Advyzon is seeking a Business Development Representative to engage with financial advisory firms, identify client needs, and promote Advyzon’s technology solutions. The role involves outbound prospecting, consultations, and collaboration with sales and marketing teams.

Skills

About Advyzon

advyzon.com

Advyzon is a cloud-based platform for financial advisors and registered investment advisors (RIAs) that aims to replace disparate tools with a single, scalable system. It consolidates portfolio reporting, client portals, CRM, and practice‑management workflows to simplify firm operations. By centralizing reporting, client communications, and back‑office tasks, Advyzon helps firms streamline their tech stack and scale more efficiently. Advisors use it to improve client experience and reduce the complexity of running their business.