Fee-Based Planning Implementation Lead

Osaic; Scottsdale (AZ); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Osaic is seeking a Senior Consultant to help advisors and their teams implement fee-based financial planning in a practical, compliant, and scalable way. The role focuses on policies, procedures, agreements, platforms, and best practices tied to fee-for-advice services.

The position aims to increase the percentage of advisors offering fee-based services by providing deep, structured guidance, informal learning opportunities, and rollout support across cross-functional teams.

Qualifications

• 5-10 years of experience in financial services, with a strong preference for financial planning consulting or other advisor-facing roles.

Responsibilities

• Advisor Implementation Support, Adoption & Rollout Execution: Respond to advisor and staff questions on how to launch, manage, and scale fee-based planning services within their business.
• Advisor Policy, Procedure & Platform Guidance: Serve as a go-to resource for advisors and staff on fee-based financial planning policies, procedures, agreements, approved resources, and business processing platforms.
• Self-Service Resources & Informal Field Learning: Build and maintain practical self-service resources that help advisors and support staff navigate fee-based planning implementation more independently.
• Cross-Functional Partnership & Continuous Improvement: Partner with advisor training and development, compliance, operations, and product teams to improve the overall advisor experience related to fee-based planning.

Skills

Advisor-facing communication

Cross-functional collaboration

Organizational skills

Strategic thinking

Instructional design

Tools

MS Office

AI capabilities

Job description

Osaic is seeking a Senior Consultant to help advisors and their teams implement fee-based financial planning in a practical, compliant, and scalable way. The role focuses on policies, procedures, agreements, platforms, and best practices tied to fee-for-advice services.

The position aims to increase the percentage of advisors offering fee-based services by providing deep, structured guidance, informal learning opportunities, and rollout support across cross-functional teams.