Aveni Assist is an AI-powered platform for financial advice firms. We are seeking an Implementation Specialist to help new clients go live and integrate Assist into daily workflows, from discovery to go-live.
If you’ve worked as a paraplanner or in a similar role and want to shape how AI is adopted in financial advice, this role is for you. You’ll collaborate with clients to tailor suitability reports, templates and QA criteria, coordinating with Product and Engineering to ensure technical
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Remote
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