Financial Services Technical Onboarding Consultant - North Hills, NC

Technical ConsultantAdvyzon 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 ResponsibilitiesLead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodologyServe as the primary consulting contact throughout the onboarding process, building trusted relationships with clientsConduct discovery sessions to understand client business processes, operational workflows, goals, and implementation prioritiesConfigure platform settings and assist clients with system setup based on their business requirementsDeliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficientMonitor onboarding progress, proactively identify risks, and help keep projects on scheduleDocument client requirements, decisions, and implementation milestones throughout each engagementParticipate in annual conference presentations and user trainingsClient Consulting & Problem SolvingAdvise clients on Advyzon best practices and how to leverage Advyzon's platform to improve operational efficiencyHelp clients understand platform capabilities while recommending practical solutions to meet their business objectivesTroubleshoot 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 CollaborationCollaborate with Sales to ensure a smooth transition from the sales process into onboardingWork with Relationship Management and Support teams to facilitate a successful transition following onboarding completionShare client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platformProcess Improvement & Knowledge DevelopmentContinuously expand knowledge of Advyzon's platform, wealth management workflows, and industry best practicesContribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resourcesParticipate in ongoing product training and professional development opportunitiesIdentify opportunities to improve onboarding efficiency, consistency, and the overall client experienceQualifications RequiredBachelor's degree or equivalent professional experience2-5 years of experience in client onboarding, implementation consulting, technical consulting, customer success, or a related client-facing roleStrong communication and presentation skills with the ability to explain technical concepts to non-technical audiencesExcellent organizational and project management skills with the ability to manage multiple priorities simultaneouslyStrong analytical and problem-solving abilitiesComfortable learning new technology platforms and business processesAbility to work independently while collaborating effectively across departmentsPreferredExperience working with wealth management technology, fintech, or financial servicesKnowledge of Registered Investment Advisor (RIA) or Broker Dealer operationsExperience implementing SaaS software platformsFamiliarity with CRM systems, portfolio management software, reporting platforms, or financial planning technologyExperience delivering virtual client training or software implementationsOn-site experience with clientsCompensation: $75k-$85k annually with a $15k-$20k target bonus This is a hybrid position at our North Hills/Raleigh location.