Technical Consultant - North Hills, NC
$75,000–$85,000 year
On-siteRaleigh, North Carolina, United States
Job Summary
Lead onboarding engagements for RIAs and Broker Dealers by conducting discovery sessions, configuring platform settings, and delivering virtual training workshops. Serve as the primary consulting contact to build trusted relationships, monitor project progress, and troubleshoot onboarding questions while coordinating with internal teams for complex solutions. Advise clients on best practices to improve operational efficiency, document milestones, and share implementation trends with Product Management. Collaborate with Sales and Relationship Management to ensure smooth transitions and contribute to improving onboarding documentation and internal knowledge resources.
Required 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
Desired Qualifications
- 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
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