Technical Consultant - North Hills, NC at Advyzon | chakrie

Requirements

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
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

Responsibilities

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

Skills & expertise

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

Everything else on this page, kept up to date and available to every member of Chakrie at no cost at all.

Salary & benefits

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

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