Technical Consultant - North Hills, NC

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 bonusOriginally posted on Himalayas