Technical Consultant
New
A
AdvyzonFintech Wealth Management
United StatesFull-TimeMiddle
Salary$75k-$85k annually with a $15k-$20k target bonus
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Job Details
- Experience
- 2-5 years
- Required Skills
- Project ManagementClient relationship managementCRM
Requirements
- 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
- Experience working with wealth management technology, fintech, or financial services (Preferred)
- Knowledge of Registered Investment Advisor (RIA) or Broker Dealer operations (Preferred)
- Experience implementing SaaS software platforms (Preferred)
- Familiarity with CRM systems, portfolio management software, reporting platforms, or financial planning technology (Preferred)
- Experience delivering virtual client training or software implementations (Preferred)
Responsibilities
- 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 the platform to improve operational efficiency
- Troubleshoot onboarding questions and coordinate with Product, Support, and Data Services teams
- Collaborate with Sales, Relationship Management, and Product teams to facilitate smooth transitions and product improvements
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