Product Management Specialist
1 week ago
About Advyzon:
Advyzon, a leading fintech company, is dedicated to building innovative technology for advisory firms. Our team of entrepreneurs has decades of experience in implementing, servicing, and developing financial technology.
Role Summary:
We are seeking a Product Analyst focused on Trading and Rebalancing to contribute to the development and enhancement of our Quantum platform. This role involves working closely with cross-functional teams to define project specifications, create technical product documentation, and conduct market research.
Key Responsibilities:
- Develop project specifications and requirements for new feature development
- Collaborate with design team to create product feature designs
- Assist with testing and reviewing of new features
- Conduct market research to identify trends and opportunities
- Build documentation and training material related to product updates
- Manage feature requests, customer feedback, and user data to inform product decisions
Requirements:
- Strong time management skills to balance multiple projects
- Data analysis and visualization proficiency
- Excellent writing and organizational skills
- Effective communication and collaboration skills
- Detail-oriented with excellent problem-solving abilities
- Self-motivated and easily adaptable
- 3+ years of experience within the independent advisory business, rebalancing experience a plus
Benefits:
- Healthcare coverage starting at $0 out of pocket for individuals
- HSA with annual company contribution ($200/individual, $350/family)
- Vision and Dental offered
- Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
- $50K life and AD&D coverage at no charge
- 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
- Unlimited PTO policy
Estimated Salary: $80,000 - $110,000 per year, based on location and industry standards.
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