SVP, Digital Solutions

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Technology SVP Opportunity in Financial Services

SVP, Digital Solutions

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

High preference for the above listed locations, however remote applicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Full time

$230,000 - $260,000 per year + annual bonus

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

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

The SVP of Digital Solutions will set the strategic digital product vision and focus on defining digital product strategy, managing the product lifecycle, and collaborating cross-functionally to deliver high-impact solutions aligned with business goals for Osaic’s financial professional and client-facing digital platforms and related initiatives and ensure their evolution fully supports the firm’s key strategic priorities.

The key objective of this role is to own and articulate the product vision, strategy, and multi-year roadmap in alignment with business priorities maintaining a customer-centric development approach for Osaic’s financial professionals and their end-clients, with the goal of improving financial professional productivity and end-client engagement. This role is responsible for the strategy, execution, and maintenance of holistic wealth management digital solutions that support our financial professionals in their client engagement and delivery of a broad set of financial solutions including financial planning, brokerage, advisory, packaged products, third-party managed assets, protection, and income products.

This role must also partner across the organization, with specific emphasis and alignment on our field facing teams, Advisor Experience, and Strategy to incorporate a holistic view of the customer (voice of customer), data analysis, customer journeys/personas and closed loop feedback into the product design life cycle

This role plays a key strategic and leadership role within the Osaic enterprise, as Osaic continues to refine and execute its fin-tech roadmap to reinvent and evolve the financial professional engagement points with the firm and drive improved advisor and end-client retention.

This role will manage the full lifecycle of building digital solutions including research, visioning, business case creation, funding approval, requirements development, product build, user feedback/refinement, testing and delivery.

Candidate must have experience delivering technology solutions that are leveraged within Wealth Management firms including client proposals, new account opening, fund solutions, portfolio accounting and reporting, client engagement & maintenance tools, fintech integrations, client portals, eDelivery, aggregation, mobile solutions, robo (automated) advisement, eSignature experiences, client enrollment processes, and operational workflows. The role is responsible for driving advisor adoption of digital solutions, growing Assets under management, delivering favorable economics, and contribute to advisor recruiting.

The Individual must be able to successfully delegate and inspire the broader project group but also be a hands-on player-coach that contributes and fills gaps and functions as needed.