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WealthTech Onboarding & Solutions Consultant
Job in
Charleston, Kanawha County, West Virginia, 25329, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
IT/Tech
IT Consultant
Job Description & How to Apply Below
Jobtailor is seeking an onboarding lead to guide RIAs and Broker Dealers through Advyzon's implementation, acting as the primary consultant from kickoff to go-live. You will configure settings, run discovery sessions, and deliver virtual demonstrations to help clients become self-sufficient.
Collaborate with Sales and Customer Success, monitor progress, document milestones, share feedback with Product, and contribute to training materials and knowledge resources.
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