- 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
Requirements
- 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.
Core Competencies
Demonstrates expertise in client onboarding and implementation consulting, with a focus on building relationships, managing projects, and leveraging technology platforms to enhance operational efficiency. Proficient in delivering training and support while continuously improving onboarding processes and documentation.
Highest-signal resume keywords
- Client Onboarding
- Implementation Consulting
- Project Management
- Communication Skills
- Analytical Problem-Solving
ATS Optimization Keywords
Hard Skills
- Client Onboarding
- Implementation Methodology
- Platform Configuration
- Workflow Analysis
- Technical Consulting
Soft Skills
- Strong Communication
- Presentation Skills
- Organizational Skills
- Collaboration
- Independence
Industry Keywords
- Wealth Management
- Operational Workflows
- Client Success
- Best Practices
Tools & Technologies
- Advyzon Platform
- Virtual Training Tools
- Documentation Software