Technical Consultant

Advyzon

Technical Consultant leading client onboarding and implementation for Advyzon's wealth management platform in a collaborative, fast-paced fintech environment. Building client relationships and improving operational efficiency through technology solutions.

Posted 7/24/2026full-timeChicago • Illinois • 🇺🇸 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 a focus on building relationships, managing projects, and leveraging technology platforms to enhance operational efficiency. Proficient in delivering training and support while continuously improving onboarding processes and documentation.

Highest-signal resume keywords

Client OnboardingImplementation ConsultingProject ManagementCommunication SkillsAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingImplementation MethodologyPlatform ConfigurationWorkflow AnalysisTechnical Consulting

Soft Skills

Strong CommunicationPresentation SkillsOrganizational SkillsCollaborationIndependence

Tools & Technologies

Advyzon PlatformVirtual Training ToolsDocumentation Software

Industry Keywords

Wealth ManagementOperational WorkflowsClient SuccessBest 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, 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

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.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development