We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.
#alert
Back to search results
New

Technology Consultant, Advisor Enablement

Vaco
$120000 - $130000 / Year
United States, Florida, St. Petersburg
Oct 22, 2026
Technology Consultant, Advisor Enablement Overview

A growing financial technology organization is seeking a Technology Consultant to serve as a key liaison between its technology platform and the financial professionals who use it. This individual will play a highly visible role in demonstrating platform capabilities, delivering training programs, conducting webinars, and supporting technology adoption across a nationwide network of users.

This position is ideal for a polished presenter who enjoys simplifying complex technology concepts, educating users, and helping clients maximize the value of technology solutions. The role combines software demonstrations, client engagement, training, and strategic enablement in a fast-paced, relationship-driven environment.

Responsibilities
  • Deliver engaging software demonstrations to prospective and existing clients.
  • Lead webinars, training sessions, technology workshops, and virtual presentations for a variety of audiences.
  • Translate complex product capabilities into business-focused benefits and practical use cases.
  • Partner with internal technology teams and external stakeholders to understand business needs and recommend appropriate solutions.
  • Develop educational content, user guides, training materials, presentations, and best-practice documentation.
  • Support technology adoption initiatives through ongoing client engagement and enablement programs.
  • Facilitate implementation discussions, strategic planning sessions, and product education initiatives.
  • Gather user feedback and communicate enhancement opportunities to internal teams.
  • Represent the organization at industry events, conferences, and client meetings.
  • Travel periodically to support onsite training, relationship-building, and industry events.
Qualifications
  • 3+ years of experience in a client-facing technology, consulting, enablement, training, solutions engineering, customer success, or related role.
  • Demonstrated experience delivering software demonstrations, presentations, training sessions, or workshops.
  • Strong communication and public speaking skills with the ability to present to both technical and non-technical audiences.
  • Experience translating technical concepts into clear business value.
  • Background in financial services, financial technology, wealth management technology, or a related industry is strongly preferred.
  • Experience with CRM platforms, financial software, reporting platforms, or enterprise software solutions is preferred.
  • Proficiency with Microsoft 365 applications, including PowerPoint, Excel, and collaboration tools.
  • Bachelor's degree or equivalent professional experience.
Success Profile

The ideal candidate will:

  • Be a confident and polished presenter.
  • Thrive in front of both small and large audiences.
  • Quickly build rapport with clients and stakeholders.
  • Balance multiple projects and competing priorities.
  • Enjoy teaching users how to get the most value from technology.
  • Be comfortable serving as a public-facing advocate for technology solutions.
  • Translate product capabilities into simple, compelling business outcomes.
  • Take a proactive, consultative approach to client engagement and education.

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

Applied = 0

(web-9db6c7984-ghb4p)