To support a growing consulting organization, the full-time Technical Consultant will lead client onboarding and implementation of a wealth management platform, providing training and configuration assistance while working remotely. Key Responsibilities Lead onboarding engagements for RIAs and Broker Dealers, serving as the primary contact and building trusted client relationships Conduct discovery sessions to understand client needs, configure platform settings, and deliver training sessions to ensure self-sufficiency Collaborate with internal teams and provide consulting on best practices to improve operational efficiency and troubleshoot onboarding questions Required Qualifications Bachelor's degree or equivalent professional experience 2-5 years of experience in client onboarding, implementation consulting, or a related client-facing role Strong communication and presentation skills for explaining technical concepts to non-technical audiences Excellent organizational and project management skills with the ability to manage multiple priorities Strong analytical and problem-solving abilities, with a comfort in learning new technology platforms