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

Role Type:
Full-time

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.

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.

• health
• vision
• dental insurance
• 401k
• paid time away
• volunteer days

and much more.

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 grow the Financial Professionals use of technology solutions to support business growth
• Provide consulting to financial professionals on a range of business issues, including technology strategy, CRM (Client Relationship Management) success, digital solutions, AI Tools, client experience solutions, and scalable workflows
• Conduct discovery on client needs, issues, and obstacles
• Formulate recommendations for process improvement
• Select and deliver appropriate tools and resources to help achieve goals
• Provide actionable feedback and advice
• 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 various business technology solutions
• 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 disciplines and evolution of technology solutions
• Interface, communicate, and support multiple departments within the organization on technology solution needs
• Work collaboratively across business units to provide service and to facilitate cross referrals
• Develop and document repeatable strategies to help Financial Professionals better use new digital tools to run their practice more efficiently
• Understand and be able to demonstrate a working knowledge of…