Technical Consultant - North Hills, NC

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 …