About this opportunity
Osaic lists this Technology Solutions Consultant opportunity in atlanta, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Current Employees and Contractors Apply Here
Osaic Careers
Technology Support/Training Opportunity in Financial Services
Technology Solutions Consultant
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, 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.
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. 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.
Summary:
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.
Education Requirements:
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.
Responsibilities:
Develop andnurture strong relationshipswithin a designated region to growtheFinancialProfessionalsuse of technology solutions to support businessgrowth
Provide consultingto 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 deliverappropriate toolsand resources to help achievegoals
Provide actionablefeedback andadvice
Guide financial professionals through the change managementprocess
Leverageassessment tool to display success of consultingresults
Conduct virtual and in-person coaching and educational sessions for financial professionals and supportstaff
Facilitate virtual study groupmeetings.
Meet with offices via phone/online seminar to discuss their technology managementitems
Provide custom demonstrations of offerings to help get offices started integratingtechnology
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 branchmeetings.
Create podcastcontent and interviewsto highlight technology improvements and officeimpact
Build expert consulting techniques and grow your knowledge across a broad range of business disciplinesandevolution oftechnologysolutions
Interface,communicate, and supportmultiple departments within the organizationon technology solution needs.Work collaboratively across business units to provide service and tofacilitatecrossreferrals
Developand documentrepeatablestrategies to helpFinancial Professionalsbetter use new digital tools to run their practice moreefficiently
Understand and be able todemonstratea workingknowledge ofmetricsto measuremilestones andprogress
Basic Requirements:
5+ years' experience in financial servicesincluding focus onbusiness coaching/consulting/training
Experience with technology solutions including CRM solutions, digital tools, document management,and workflowtools.
Ability to communicate with co-workers, customers, and various business contacts in a courteous and professionalmanner
Strong consulting and coaching skills
Aptitude to analyze information and behavior and develop relevantsolutions
Ability to plan and implement organizational goals andobjectives
Capableness to project a strong customer service focusutilizingempathy, patience, and the desire for positive closure (agreement)
Ability to review and revise processes andprocedures
Skill in conducting effective presentations(virtual and in person)and workshops; excellent verbal and writtencommunication
Skillinleveragingsoftware packages (Microsoft Office, Outlook, Excel, PowerPoint,etc.)
All other duties asassigned
Preferred Requirements:
Active FINRA (Financial Industry Regulatory Authority) registrations preferred - ex: Series6,7, 24, and 63/65 (or Series 66).If not current,abilityto completeapplicableSIE, 6 or 7 within 12 months.
Current Employees and Contractors Apply Here
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.