Wealth Tech Onboarding Specialist

Jobtailor; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

Advyzon is seeking an Onboarding Consultant to guide RIAs and Broker Dealers through implementation in Chicago. You will conduct discovery, configure settings, deliver training, and coordinate with Product, Support, and Data Services to ensure client success.

This role emphasizes relationship-building, project management, and continuous improvement of onboarding processes to maximize client outcomes.

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.

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, 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.

Skills

Client Onboarding

Implementation Consulting

Project Management

Communication Skills

Analytical Thinking

Independent Work

Education

Bachelor's degree

Tools

Advyzon Platform

Virtual Training Tools

Documentation Software

Job description

Advyzon is seeking an Onboarding Consultant to guide RIAs and Broker Dealers through implementation in Chicago. You will conduct discovery, configure settings, deliver training, and coordinate with Product, Support, and Data Services to ensure client success.

This role emphasizes relationship-building, project management, and continuous improvement of onboarding processes to maximize client outcomes.