Technology Solutions Consultant

Technology Support/Training Opportunity in Financial Services Technology Solutions Consultant Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite
750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Salary: $90,000 - $95,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:

Osaic Benefits.

We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members' responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives.

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

• Develop and nurture strong relationships within a designated region to growthe
  
  Financial
  
  Professionals use of technology solutions to support business growth
• Provide consulting to financial professionals on a range of business issues, includingtechnologystrategy,CRM (Client Relationship Management) success, digital solutions,AI Tools,client experience solutions,and scalableworkflows

• Conduct discovery on client needs, issues,andobstacles
• Formulate recommendations forprocessimprovement
• Select and deliver appropriate toolsand resources to help achieve goals
• Provide actionable feedback andadvice
• Guide financial professionals through the change management process
• Leverage assessment tool to display success of consulting results

• Conduct virtual and in-person coaching and educational sessions for financial professionals and support staff

• Facilitate virtual study group meetings.
• Meet with offices via phone/online seminar to discuss their technology management items
• Provide custom demonstrations of offerings to help get offices started integrating technology
• Create and deliver peer panel technology symposiums with expert speakers on variousbusinesstechnologysolutions
• Create and deliver technology presentations and represent the business unit at conferences and branch meetings.

• Create podcast content and interviews to highlight technology improvements and office impact
• Build expert consulting techniques and grow your knowledge across a broad range of business disciplinesandevolution oftechnology solutions
• Interface,communicate, and support multiple departments within the organization on technology solution needs.
  
  Work collaboratively across business units to provide service and tofacilitatecrossreferrals
• Develop and documentrepeatablestrategies to help Financial Professionals better use new digital tools to run their practice more efficiently
• Understand and be able todemonstratea working knowledge ofmetricsto measure milestones and progress

• 5+ years' experience in financial services including focus on business coaching/consulting/training
• Experience with technology solutions including CRM solutions, digital tools, document management,and workflow tools.
• Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
• Strong consulting and coaching skills
• Aptitude to analyze information and behavior and develop relevant solutions
• Ability to plan and implement organizational goals and objectives
• Capableness to project a strong customer…