Jeff Wilkinson
SVP, Business Development - Advyzon Investment Management
- Role
- Senior Vice President - Business Development at Advyzon Investment Management, LLC. (AIM)
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jeff Wilkinson
Experienced Enterprise Sales and Relationship Management professional with a proven track record of driving growth and forging lasting partnerships across the fintech, wealthtech, and financial services industries. I bring a strong network of clients, prospects, vendors, and industry peers — and a passion for helping firms leverage cutting-edge technology to achieve strategic and measurable results.Over the years, I’ve consistently facilitated significant company growth, exceeded annual sales and revenue goals, and delivered value through trusted relationships and tailored technology solutions.My focus is on financial technology sales and business development for organizations across the Wealth Management, Broker-Dealer, RIA, TAMP, Private Banking, Asset Management, and Insurance sectors.Core strengths include-Strategic Sales & Revenue Growth-Client Retention & Relationship Management-Leadership, Consulting & Cross-Team Collaboration-Channel & Partner Development-Marketing Strategy & Brand Alignment-Account Expansion & Client Success
Experience
Senior Vice President - Business Development
Advyzon Investment Management, LLC. (AIM)
Oct 2025 — Present · Boston, MA, US
Education
Saint Michael's College
Bachelor of Science in Business Administration with a minor in Economics, Business, Economics, Finance
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