Financial Services Technical Onboarding Consultant - North Hills, NC
Raleigh Full-time Mid-level Customer Success
At a glance
Mid-level Customer Success role at Advyzon. Raleigh · full-time · $75,000–$85,000 base.
SalaryStated by Advyzon
$75,000 – $85,000
Base salary for this role, in USD per year, as published in the posting.
RoleCustomer Success
SeniorityMid-level
LocationRaleigh
EmploymentFull-time
Base pay$75,000–$85,000
PostedJul 23, 2026 · 2mo ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead RIA and Broker Dealer onboarding, from discovery through configuration and launch
- Run demonstrations, training sessions, and workflow workshops so clients can use the platform independently
- Track implementation milestones, surface risks early, and keep multiple onboarding projects moving
- Solve client questions and coordinate with Product, Support, and Data Services when issues need deeper expertise
- Improve onboarding materials and share recurring client feedback with Product Management
What you bring
- A bachelor's degree or equivalent professional background is required
- Bring two to five years in onboarding, implementation consulting, technical consulting, customer success, or related client work
- Explain technical ideas clearly to nontechnical audiences through strong communication and presentation skills
- Manage competing priorities with solid organization, project management, analysis, and problem-solving skills
Who this fits
You’ll suit a client-facing consultant role that combines technical setup, project coordination, training, and relationship management. Experience with wealth management technology, fintech, financial services, RIA or Broker Dealer operations, or SaaS implementations will help. The role is hybrid in North Hills/Raleigh and includes conference presentations and user trainings.
From the employer
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
Client Consulting & Problem Solving
Cross-Functional Collaboration
Process Improvement & Knowledge Development
Qualifications
Required
Preferred
$75k-$85k annually with a $15k-$20k target bonus
This is a hybrid position at our North Hills/Raleigh location.
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
$75k-$85k annually with a $15k-$20k target bonus
This is a hybrid position at our North Hills/Raleigh location.
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