Technical Consultant

Advyzon

Technical Consultant leading client onboarding engagements and optimizing workflows for Advyzon’s wealth management platform. Collaborating across teams and delivering training to ensure client success.

Posted 7/24/2026full-timeNorth Hills • North Carolina • 🇺🇸 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 skills in project management, communication, and technical training. Familiarity with wealth management technology and SaaS platforms enhances the ability to deliver effective solutions and improve client satisfaction.

Highest-signal resume keywords

Client OnboardingImplementation ConsultingProject ManagementCommunication SkillsWealth Management Technology

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingImplementation ConsultingProject ManagementAnalytical SkillsProblem-SolvingTechnical TrainingSystem ConfigurationWorkflow DocumentationVirtual Product DemonstrationsSaaS Implementation

Soft Skills

Strong CommunicationOrganizational SkillsCollaborationIndependencePresentation Skills

Tools & Technologies

CRM SystemsPortfolio Management SoftwareReporting PlatformsFinancial Planning Technology

Industry Keywords

Registered Investment Advisor (RIA)Broker Dealer OperationsFintechFinancial Services

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, 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

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 with the ability to manage multiple priorities simultaneously
Strong analytical and problem-solving abilities
Comfortable learning new technology platforms and business processes
Ability to work independently while collaborating effectively across departments
Preferred: Experience working with wealth management technology, fintech, or financial services; Knowledge of Registered Investment Advisor (RIA) or Broker Dealer operations; Experience implementing SaaS software platforms; Familiarity with CRM systems, portfolio management software, reporting platforms, or financial planning technology; Experience delivering virtual client training or software implementations.

Benefits

Comp & perks

Bonuses
Professional development opportunities
Health insurance
Flexible work arrangements