Tech Solutions Coach for Financial Professionals

Osaic; Oakdale (MN); Hybrid; USD 90,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Technology Solutions Consultant to coach and consult financial professionals in using technology to improve client services. The role involves live and virtual sessions, study groups, and staying current on tech trends to support content development.

The position requires building relationships across regional offices, delivering tailored technology demonstrations, and guiding change management for adoption of new digital tools.

Qualifications

• 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 workflowtools.
• Ability to communicate with co-workers, customers, and various business contacts in a courteous and professionalmanner.
• Strong consulting and coaching skills.

Responsibilities

• Develop and nurture 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

Skills

Coaching

Consulting

Training

CRM

Digital tools

Workflow

Education

Bachelor's degree preferred

Tools

CRM solutions

Document management

Workflow tools

AI Tools

Job description

Osaic is seeking a Technology Solutions Consultant to coach and consult financial professionals in using technology to improve client services. The role involves live and virtual sessions, study groups, and staying current on tech trends to support content development.

The position requires building relationships across regional offices, delivering tailored technology demonstrations, and guiding change management for adoption of new digital tools.