Advyzon

Consultant

• Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
• Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
• Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
• Configure platform settings and assist clients with system setup based on their business requirements
• Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
• Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
• Document client requirements, decisions, and implementation milestones throughout each engagement
• Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
• Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
• Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform
• Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources

Technical Consultant

• Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
• Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
• Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
• Configure platform settings and assist clients with system setup based on their business requirements
• Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
• Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
• Document client requirements, decisions, and implementation milestones throughout each engagement
• Advise clients on Advyzon best practices and how to leverage Advyzon's platform to improve operational efficiency
• Help clients understand platform capabilities while recommending practical solutions to meet their business objectives
• Troubleshoot onboarding questions and coordinate with Product, Support, Data Services, and other internal teams when additional expertise is required.
• Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
• Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
• Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform
• Continuously expand knowledge of Advyzon's platform, wealth management workflows, and industry best practices
• Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources
• Participate in ongoing product training and professional development opportunities
• Identify opportunities to improve onboarding efficiency, consistency, and the overall client experience

• Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
• Serve as the primary consulting contact throughout the onboarding process
• Conduct discovery sessions to understand client business processes
• Configure platform settings and assist clients with system setup
• Deliver virtual product demonstrations and training sessions
• Monitor onboarding progress and proactively identify risks
• Document client requirements and implementation milestones
• Advise clients on Advyzon best practices
• Troubleshoot onboarding questions and coordinate with internal teams
• Collaborate with Sales and other teams to facilitate smooth transitions

Account Manager

• Manage a portfolio of Core RIA client relationships
• Drive client retention through proactive engagement
• Monitor client health indicators and address issues
• Conduct scaled business reviews and lead value conversations
• Coordinate with internal teams to address client needs

Technical Consultant

Technical Consultant

Technical Consultant

Relationship Manager – Financial Services