Fintech Implementation & Onboarding Consultant

Visa Hunt

United States

On-site

USD 75,000 - 85,000

Full time

14 days+

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Job summary

Advyzon is seeking a Technical Consultant to join our consulting organization and lead onboarding engagements for wealth management firms onboarding Advyzon's platform. You will partner with RIAs and Broker Dealers, conduct discovery, configure settings, and deliver training to ensure successful implementations.

The role combines technical aptitude, project coordination, and client relationship management in a fast-paced fintech environment.

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.
Comfortable learning new technology platforms and business processes.

Responsibilities

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, workflows, goals, and implementation priorities.
Configure platform settings and assist clients with system setup based on their requirements.
Deliver virtual product demonstrations, training sessions, and workshops to help clients become self-sufficient.
Monitor onboarding progress, identify risks, and keep projects on schedule.
Document client requirements, decisions, and milestones throughout engagements.
Participate in annual conference presentations and user trainings.