Technical Consultant

• 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's 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.
• 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
• 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

• 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.

Demonstrates expertise in client onboarding and implementation consulting, with a focus on building relationships, managing projects, and leveraging technology platforms to enhance operational efficiency. Proficient in delivering training and support while continuously improving onboarding processes and documentation.

• Client Onboarding
• Implementation Consulting
• Project Management
• Communication Skills
• Analytical Problem-Solving

• Client Onboarding
• Implementation Methodology
• Platform Configuration
• Workflow Analysis
• Technical Consulting

• Strong Communication
• Presentation Skills
• Organizational Skills
• Collaboration
• Independence

• Wealth Management
• Operational Workflows
• Client Success
• Best Practices

• Advyzon Platform
• Virtual Training Tools
• Documentation Software