Job description
Role Overview
Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become confident users of our technology. This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform configuration, and collaborate closely with internal teams to ensure successful implementations. The ideal candidate is passionate about helping clients succeed, enjoys solving business and technical challenges, communicates effectively with a wide variety of stakeholders, and thrives in a collaborative, fast-paced fintech environment.
Key Responsibilities
Client Onboarding & Implementation
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
Participate in annual conference presentations and user trainings
Client Consulting & Problem Solving
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.
Assist with professional services engagements for existing clients, including advanced configuration and workflow optimization.
Cross-Functional Collaboration
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
Process Improvement & Knowledge Development
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
Qualifications
Required
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
On-site experience with clients
Compensation:
$75k-$85k annually with a $15k-$20k target bonus
*This is a remote position.Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.