Financial Services Technical Onboarding Consultant - Chicago

Advyzon; Chicago (IL); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Advyzon is seeking a Technical Consultant to join our consulting organization and lead onboarding engagements for RIAs and Broker Dealers. You will configure the platform, deliver training, and collaborate with internal teams to ensure successful implementations.

The role combines technical aptitude, project coordination, and client relationship management in a fast-paced fintech environment. Hybrid work noted for Lisle or Chicago locations.

Qualifications

• 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.
• 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.

Responsibilities

• Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology.
• Serve as the primary consulting contact throughout onboarding, building trusted relationships with clients.
• Conduct discovery sessions to understand client business processes, 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.
• 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.
• 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.

Skills

Communication

Presentation

Project management

Analytical thinking

Problem solving

Independent work

Cross-functional collaboration

Technical onboarding

Education

Bachelor's degree

Tools

CRM systems

Portfolio software

Reporting platforms

Financial planning tech

Job description

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 bonus

This is a hybrid position at our Lisle or Chicago locations