Technical Consultant

Advyzon

Technical Consultant helping firms transition their processes onto Advyzon's wealth management platform. Leading onboarding engagements and delivering product training to ensure client success.

Posted 7/21/2026full-timeRemote • Arizona, California, Colorado, Florida, Illinois, Kansas, Maryland, Massachusetts, Minnesota, Missouri, New York, North Carolina, Pennsylvania, Texas, Virginia, Washington, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding and implementation consulting, with strong communication and project management skills to effectively guide clients through the onboarding process and ensure successful platform adoption.

Highest-signal resume keywords

Client OnboardingImplementation ConsultingProject ManagementCommunication SkillsAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Platform ConfigurationSystem SetupTechnical ConsultingBusiness Process AnalysisRisk Identification

Soft Skills

Organizational SkillsPresentation SkillsCollaborationIndependenceAdaptability

Tools & Technologies

Advyzon Platform

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

RIABroker DealerClient SuccessDiscovery SessionsBest Practices

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's degree or equivalent professional experience
2-5 years of experience in client onboarding, implementation consulting, technical consulting, customer success, or a related client-facing role
Strong communication and presentation skills with the ability to explain technical concepts to non-technical audiences
Excellent organizational and project management skills
Strong analytical and problem-solving abilities
Comfortable learning new technology platforms and business processes
Ability to work independently while collaborating effectively across departments

Benefits

Comp & perks

Professional development opportunities
Bonuses