Role Overview

The Project Manager, Data Onboarding is responsible for leading the data conversion and validation work required to successfully onboard new clients to the Advyzon platform.

This role owns the coordination and execution of key data onboarding activities, including establishing custodial data feeds, converting portfolio accounting data from a client’s prior system, validating converted data, performing quality assurance, and supporting CRM data conversions. The Project Manager will work closely with clients, internal technical resources, and the Technical Consultant responsible for product training to ensure each onboarding is completed accurately, efficiently, and with a strong client experience.

The ideal candidate is process-oriented, highly organized, and comfortable managing complex projects involving multiple data sources and stakeholders. They are a strong communicator who can guide clients through technical and operational requirements, coordinate internal resources, and take ownership of issues through resolution.

Experience with portfolio accounting systems, data reconciliation, and financial data conversions is strongly preferred. Success in this role also requires creativity, curiosity, and strong problem-solving skills, as new data sources and conversion requirements regularly require the team to develop and validate new approaches.

This individual must work well within a collaborative Project Management team, actively sharing knowledge, helping teammates, and contributing to improvements that make the onboarding process more consistent, scalable, and efficient. The role will also be expected to leverage AI and automation tools to improve productivity, reduce manual work, and strengthen the quality of the onboarding experience.

Key Responsibilities

Data Onboarding Project Management

• Lead the data onboarding workstream for assigned new client implementations.
• Develop and manage project plans, milestones, dependencies, risks, and client deliverables.
• Coordinate the setup and validation of custodial data feeds.
• Manage portfolio accounting data conversions from legacy systems into Advyzon.
• Coordinate CRM data conversions, including data mapping, validation, and issue resolution.
• Ensure data onboarding activities are completed on time, accurately, and in alignment with the broader implementation plan.
• Maintain clear project documentation, status updates, decisions, and action items.

Data Conversion, Validation & Quality Assurance

• Partner with clients to gather source data, system information, mapping requirements, and conversion specifications.
• Validate converted portfolio accounting and CRM data for completeness and accuracy.
• Perform reconciliation and quality assurance across accounts, securities, transactions, positions, performance history, and other relevant data.
• Identify discrepancies, conversion gaps, and data integrity issues.
• Coordinate remediation with internal technical teams and external data providers when necessary.
• Confirm that converted data is ready for client use before onboarding milestones and go-live.
• Maintain clear validation standards, checklists, and signoff procedures.

Client Communication & Relationship Management

• Serve as the primary project contact for data onboarding activities.
• Clearly communicate data requirements, timelines, risks, responsibilities, and next steps to clients.
• Translate technical issues into understandable language for non-technical stakeholders.
• Set realistic expectations and proactively communicate when project risks or delays emerge.
• Lead data-related meetings and provide structured updates throughout the onboarding process.
• Build client confidence through responsiveness, organization, and strong follow-through.

Cross-Functional Coordination

• Partner closely with the Technical Consultant responsible for product configuration and training.
• Coordinate with internal data, engineering, product, operations, and support resources to resolve conversion and integration issues.
• Ensure data onboarding activities remain aligned with product training, configuration, and overall implementation milestones.
• Escalate risks and technical blockers to the Director, New Client Onboarding when appropriate.
• Support a smooth transition from implementation to ongoing Client Success and Support teams.

Process Improvement & Scalability

• Follow and continuously improve standardized onboarding, conversion, reconciliation, and QA processes.
• Identify recurring issues, manual steps, and workflow inefficiencies.
• Develop templates, checklists, playbooks, and documentation that improve consistency across projects.
• Partner with other Project Managers to share best practices, solve problems, and improve team performance.
• Help evaluate and improve processes for new custodians, portfolio accounting systems, CRM platforms, and other data sources.
• Contribute lessons learned from completed projects to improve future onboarding engagements.

AI & Automation Enablement

• Use AI and automation tools to improve project planning, data analysis, documentation, communication, and issue tracking.
• Identify opportunities to reduce repetitive manual work within conversion and validation workflows.
• Help test and implement AI-assisted processes that improve onboarding speed, accuracy, and scalability.
• Ensure AI-generated outputs are reviewed for accuracy and used appropriately within established quality standards.

Team Collaboration

• Work closely with other Project Managers to manage workload, share expertise, and support team priorities.
• Assist teammates with complex conversions, data validation challenges, and client issues.
• Participate actively in team meetings, project reviews, and process improvement discussions.
• Foster a culture of accountability, collaboration, knowledge sharing, and continuous improvement.

Profile & Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, Computer Science, or a related field preferred.
• 3+ years of experience in project management, client onboarding, implementation, data operations, or financial technology.
• Experience with portfolio accounting systems strongly preferred.
• Experience with portfolio accounting data conversions, reconciliation, or data validation preferred.
• Experience working with custodial data feeds and financial data integrations preferred.
• Experience with CRM data conversions, data mapping, or data migration preferred.
• Strong project management, organization, and prioritization skills.
• Process-oriented mindset with a strong commitment to accuracy and documentation.
• Strong analytical, creative, and problem-solving abilities.
• Ability to investigate unfamiliar data structures and develop solutions for new conversion scenarios.
• Excellent written and verbal communication skills.
• Ability to explain technical and data-related concepts to clients in clear, practical terms.
• Comfortable coordinating across technical and non-technical teams.
• Strong attention to detail and ability to manage multiple onboarding projects simultaneously.
• Collaborative team member who is willing to support peers and contribute to shared success.
• Experience using AI, automation, or data analysis tools to improve workflows is a plus.
• Experience in wealth management, RIA operations, fintech, or SaaS implementations is strongly preferred.

Compensation
$75k-$85k, 20%-30% bonus

About the company

Advyzon provides a cloud-based, all-in-one platform for wealth management that unites portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal with integrated investment management services. It runs on a single code base and is highly configurable, delivering a seamless experience and reducing manual data entry and repetitive workflows. Its AIM advisory services support financial advisers using the platform, while Advyzon supplies the technology and some administrative support, making it an end-to-end solution built for wealth managers. The goal is to streamline and unify the technology stack to help advisers grow their business and deliver consistent, transparent client service.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2012

Get referred to Advyzon

See people who can refer or advise you

Simplify's Take

What believers are saying

Q4 2026 Citi rollout targets North America, EMEA, LATAM, and APAC accounts.
January 2026 AIM added Schwab Asset Management strategies, deepening platform revenue per advisor.
2026 T3 survey ranked Advyzon best all-in-one software for the ninth straight year.

What critics are saying

Citi's Q4 2026 launch creates implementation risk across six regions and multiple structures.
Schwab integration ties onboarding throughput to Schwab APIs, permissions, and service changes.
A single failed Citi rollout would freeze enterprise adoption and cap Advyzon's enterprise story.

What makes Advyzon unique

July 22, 2026 Advyzon AI embeds planning, CRM, billing, compliance, and workflow orchestration natively.
Schwab integration gives clients one login, digital account opening, and real-time custodial data.
Citi's April 21, 2026 global UMA win proves enterprise-grade multi-currency scale.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Professional Development Budget
Hybrid Work Options

Company News

Greminders

Aug 6th, 2026

Advyzon Integration.

Advyzon Integration. Advyzon is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution. GReminders has integrated with Advyzon to: * Facilitate Scheduling * Use data from Advyzon to Improve Meeting Prep (Pre Meeting Briefs) * Write Notes and Tasks back to Advyzon post AI Notetaker Setup. Go to Advyzon and click on Integrations and find GReminders in the Partner Integration section: Next toggle the Integration ON and enable both Single Sign On and API Access, this will force you to login to GReminders. Login and Accept. Click SAVE Note: each of your Advyzon Users that have a corresponding GReminders login must perform this action. Scheduling. Install the Chrome/Edge Browser Extension. With this Extension you get the Scheduling and Pre Meeting Prep Buttons. Click on the Schedule button and access all your Event Types, along with other people's Event Types. When using these links it will automatically populate the clients information when booking. In the example above, Fred Flintstone, his email, phone, etc... Meeting Prep will allow you generate a Pre Meeting Brief AND allow you to generate an AI Client Presentation using that content. Using with AI Notetaker. Navigate to an AI Notetaker Record. From here when you push AI Notes back you can pick from any Advyzon Contacts. You can do the same with Tasks. See them in Advyzon Leveraging Advyzon data for Pre Meeting Briefs. If you have a meeting with someone we will automatically search Advyzon Notes to pull recent notes or data from Advyzon to enrich Pre Meeting Briefs. Need Help? Email to [email protected] FAQs. What is Advyzon? Advyzon is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution. How do I integrate GReminders with Advyzon? Go to Advyzon, click on Integrations, find GReminders, toggle the Integration ON, enable Single Sign On and API Access, then login to GReminders and click SAVE. What features does GReminders provide when integrated with Advyzon? GReminders facilitates scheduling, improves meeting preparation with pre-meeting briefs, and allows writing notes and tasks back to Advyzon post AI Notetaker.

WealthTech Strategy

Jul 24th, 2026

Advyzon debuts native AI system for advisers.

Advyzon debuts native AI system for advisers. Munnangi, V. E. (2026, July 23). Advyzon debuts native AI system for advisers. Private Banker International. https://www.privatebankerinternational.com/news/advyzon-adviser-platform-ai/ * Advyzon has launched Advyzon AI, a built-in artificial intelligence system embedded within its wealth management technology and data platform for financial advisers and investment managers. * The product follows an "All-in AI" model in which intelligence is integrated across a single platform, one data model and a shared architecture rather than attached through separate tools or integrations. * The system operates within existing adviser processes to manage workflows, execute tasks and surface information intended to support operational efficiency. * It draws on shared workflows and platform data to locate relevant information, link connected activities across a firm and prepare proposed next actions for adviser review. * Functionality extends across client relationships, financial planning, portfolios, reporting, billing, compliance, documents, operations and team collaboration. * Core features include client intelligence and meeting preparation, note-taking and follow-up support, document classification and data extraction, and planning tools covering cashflow modelling, scenario analysis, portfolio optimisation and tax strategy assessment. * Founder and CEO Hailin Li stated that effective AI in wealth management must understand how advisers work, fit natively into each firm's operating model and become a routine part of daily operations.

Citybiz

Jul 22nd, 2026

Advyzon debuts Advyzon AI to enhance advisor workflows.

Advyzon debuts Advyzon AI to enhance advisor workflows. July 22, 2026 Advyzon introduces new category of "All-in AI", the new operating model for advisory firms. Advyzon, a comprehensive wealth management technology and data platform for financial advisors and investment managers, today launched Advyzon AI, an embedded, agentic intelligence system built natively within the platform. Advyzon AI defines a new category of "All-in AI": an operating model where intelligence is embedded across a unified platform, single data model, and cohesive architecture - rather than added through disconnected tools or integrations. Built on more than a decade of advisor workflows, Advyzon AI delivers context-native intelligence from day one - understanding how advisors work, orchestrating workflows, executing tasks, and delivering actionable, decision-ready insights to improve efficiency across the practice. "The future of AI in wealth management demands more than disconnected copilots, narrow task automations, or retrofitted intelligence," said Hailin Li, Ph.D., CFA(R), founder and CEO of Advyzon. "It requires AI that understands how advisors actually work, fits natively into each firm's operating model, and becomes a natural part of daily operations. Advyzon AI is built for that future because the context and knowledge AI needs already exist within a unified platform." AI THAT STARTS WITH CONTEXT Advisory firms need AI that understands the full context behind each request - not just the words in a prompt. Advyzon AI draws on unified workflows and data across the platform to: * Retrieve relevant, context-driven insights * Connect related activities across the practice * Prepare next steps for advisor review Because it is built on a single platform, single data model, and cohesive architecture, Advyzon AI begins with what generic AI systems lack: * Client relationships * Workflow history * Permissions and governance * Operational patterns This context-native intelligence spans the full advisory business - including client relationships, financial planning, portfolios, reporting, billing, compliance, documents, operations, and team collaboration. BUILT FOR THE WHOLE PRACTICE Advyzon AI supports both information work and workflow orchestration: transforming complex client data into clear, actionable intelligence while coordinating execution across the advisor workflow. Key capabilities include: * Client intelligence and meeting preparation: Synthesizes household data across CRM, portfolios, planning, documents, and communications into meeting briefs, talking points, and next step recommendations. * AI-assisted notes and follow-up: Captures and structures meeting notes, ensuring conversations are documented and follow-ups are seamlessly integrated into the advisor workflow. * Document intelligence: Classifies documents, extracts key data fields, and prepares updates for advisor review. * Planning support: Assists with cashflow modeling, scenario analysis, portfolio optimization, and tax strategy evaluation. * Workflow orchestration and execution: Aggregates household context, identifies anomalies, and generates tasks or alerts aligned with firm rules and service models. * Contextual platform navigation: Helps users locate information, identify the next steps, and move efficiently across the platform. HUMAN CONTROL, BUILT IN Across all capabilities, advisors remain firmly in control through: * Permission-based access * Human-in-the-loop review * Full auditability This approach enables firms to reduce time spent configuring generic AI tools, correcting disconnected outputs, and managing fragmented systems - without sacrificing confidence, accuracy, or oversight. "Advyzon's investment and company-wide focus in AI is fueled with a clear goal: redefine how advisory firms work," said Dirk Pearson, Chief Operating Officer of Advyzon. "By embedding intelligence into a unified platform purpose-built for advisors, Advyzon AI helps firms reduce complexity, elevate client relationships, and move from insight to action with the advisor in control." Li and Pearson will be previewing the product during a live demonstration on Thursday, July 30th at 4pm ET. Register here to see how All-in AI can revolutionize modern wealth management firms. ABOUT ADVYZON Advyzon is a global wealth management technology platform redefining the future of advisory firms through unified intelligence. Founded by CEO Hailin Li, Ph.D., CFA(R), Advyzon is built on an AI-native, open architecture that unifies portfolio management, performance reporting, trading and rebalancing, CRM, billing, document storage, and financial planning, as well as investment solutions through Advyzon Investment Management (AIM). Unlike fragmented ecosystems reliant on integrations and disconnected workflows, Advyzon delivers context-native, explainable, and workflow-aware AI experiences that enhance efficiency, strengthen oversight, and elevate client service. Nearly half of Advyzon's organization is dedicated to engineering and product development because we believe innovation isn't an initiative - it's our operating model. The platform serves RIAs, hybrid firms, family offices, and enterprise wealth organizations seeking a scalable foundation for growth. For more information, visit www.Advyzon.com.

Associated Press

Jul 22nd, 2026

Advyzon launches embedded AI system built natively into wealth management platform

Advyzon, a wealth management technology platform, has launched Advyzon AI, an embedded intelligence system built natively within its platform. The system represents what the company calls "All-in AI", where intelligence is integrated across a unified platform rather than added through disconnected tools. Built on over a decade of advisor workflows, Advyzon AI understands how financial advisors work and delivers context-native intelligence. The system draws on unified workflows and data to retrieve insights, connect activities, and prepare next steps. Key capabilities include client intelligence and meeting preparation, AI-assisted notes, document classification, planning support, workflow orchestration, and platform navigation. The system maintains human control through permission-based access, human-in-the-loop review, and full auditability. Advyzon serves RIAs, hybrid firms, family offices, and enterprise wealth organisations.

WealthTech Strategy

Apr 22nd, 2026

Citi Wealth Partners With Advyzon for Global UMA Launch.

Citi Wealth Partners With Advyzon for Global UMA Launch. Misonzhnik, E. (2026, April 21). Citi Wealth Partners With Advyzon for Global UMA Launch. Wealth Management. https://www.wealthmanagement.com/alternative-investments/citi-wealth-partners-with-advyzon-on-a-global-uma * Citi Wealth has entered a strategic partnership with Advyzon and Advyzon Investment Management to develop a Global Unified Managed Account (UMA) program. * The initiative targets clients across Citi Private Bank, Wealth at Work, and Citigold groups in major global regions including North America, LATAM, EMEA, and APAC. * Advyzon was selected for its artificial intelligence-enabled technology and its ability to provide a scalable, multi-currency, and multi-jurisdictional turnkey asset management platform. * The new platform will consolidate diverse investment options like ETFs, mutual funds, and alternative investments into a single account structure with unified fees and reporting. * The UMA program will integrate views from Citi's Chief Investment Office and incorporate Citi Portfolio Solutions powered by BlackRock. * This partnership aims to modernize Citi's wealth infrastructure and shift the firm's revenue model toward recurring investment income. * The initial rollout of the global UMA offering is scheduled to commence in the fourth quarter of 2026.

Advyzon

Project Manager - New Client Onboarding, Financial Technology

About the job