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AdvisorEngine · 1 month ago

Training & Technical Consultant

Raleigh, NC

Full-time

Hybrid

Senior Level

7+ years exp

AdvisorEngine is a leading wealth management fintech platform focused on creating a unified experience for financial advisors and investors. The role of the Training & Technical Consultant involves ensuring smooth client onboarding by translating existing workflows into the platform, delivering training, and advising clients on best practices in wealth operations.

Financial ServicesFinTechInternetSaaSWealth Management

Diversity & Inclusion

Responsibilities

Assess how advisory firms currently manage trading, billing, reporting, model management, rebalancing, and other ops workflows

Translate their current-state processes into best-fit workflows in our platform, clearly outlining where the system aligns, where it differs and what adjustments will be required

Identify potential risks, overlooked details, or unrealistic expectations early in the onboarding process

Advise clients on wealth-ops best practices within the limits of our software—helping them make informed decisions, not promises the tech can’t keep

Communicate recommendations in the client’s language (advisor, operations, trader, or firm principal)

Deliver engaging, high-quality training sessions for clients—virtual and onsite—tailored to the workflows, role types, and complexity of each firm

Build custom training plans that support full adoption of CRM and portfolio management features

Deliver advanced education on trading workflows, billing structures, and operational processes as implemented on our platform

Support internal employee onboarding and skills development to elevate team readiness

Partner with Configuration Specialists to ensure client workflows are understood and aligned during the technical setup

Work with Onboarding PMs to maintain smooth project flow, anticipate training needs, and support client accountability

Collaborate with Product and QA by providing workflow-level feedback, validating new features, and raising usability concerns

Participate in release-readiness activities and represent the “voice of the user” for training needs

Create training materials, job aids, demonstrations, workflow maps, and best-practice guides

Update curricula in collaboration with Product and Training leadership as new features are released or processes evolve

Contribute to scalable, repeatable client education programs, including webinars and self-guided learning modules

Serve as a subject-matter resource for CS, Support, Sales, and Product teams

Provide informal coaching on trading concepts, billing nuances, custodial processes, and workflow best practices

Help reduce post-go-live “how do I…?” tickets by preparing clients and internal teams with accurate and consistent guidance

Qualification

Wealth management operationsClient onboarding experienceTraining deliveryFinancial technology experienceCRM platformsPortfolio managementCommunicationFacilitation skillsPresentation skillsOrganizational skills

Required

7+ years in training, onboarding, consulting, or client-facing roles within a financial technology, RIA, or wealth-management environment

Strong understanding of advisory firm operational processes (e.g., trading, rebalancing, billing, reporting, client servicing)

Ability to quickly understand and explain complex concepts to advisors, ops teams, and firm leadership

Experience delivering both instructor-led and virtual training to audiences of varying skill levels

Excellent communication, facilitation, and presentation skills

Strong organizational skills; able to manage multiple concurrent onboarding engagements

Ability to travel up to 40% (client meetings, training, conferences)

Comfortable working in a hybrid environment (3 days in office preferred; remote considered for exceptional candidates)

Preferred

Experience working within an RIA, broker-dealer, TAMP, or custodial operations environment

Hands-on experience with advisory workflows such as: Model management & drift handling, Trading & allocations, Sleeved accounts / UMA structures, Billing methodologies (AUM, tiered, flat-fee, householding), Portfolio accounting or performance reporting

Prior experience with CRM or portfolio management platforms

Experience partnering with Product teams on feature readiness or release validation