Advyzon

Operations

• Lead and manage AIM’s client service and billing operations teams, including hiring, onboarding, training, coaching, and performance management of staff.
• Serve as the primary escalation point for complex advisor service, operational, and billing issues, ensuring timely resolution and strong advisor relationships.
• Oversee advisor onboarding and training, ensuring a consistent and scalable onboarding experience for firms joining the AIM platform.
• Own and maintain operational workflows, procedures, and documentation across service, onboarding, and billing functions.
• Oversee billing operations across the platform, including advisor billing, AIM service billing, and strategist billing within the model marketplace.
• Ensure the accuracy, integrity, and reconciliation of operational data across custodians and internal systems to support reporting, billing validation, and compliance requirements.
• Monitor operational workflows, service volumes, and team capacity to ensure the operational infrastructure scales effectively as the AIM platform continues to grow.
• Drive continuous process improvement initiatives and service standards that enhance operational efficiency and the advisor experience.
• Partner with leadership across technology, product, compliance, and investment management to ensure operational readiness for new platform capabilities and advisor growth initiatives.

Senior Director, Head of Client Operations