Technology Solutions Consultant

Osaic; Saint Petersburg (FL); 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 hiring a Technology Solutions Consultant to coach financial professionals on technology solutions and workflows. You will deliver live and virtual training, conduct discovery, and guide offices through change management to grow efficiency and client experiences.

The role requires 5+ years in financial services with consulting and coaching strengths, plus experience with CRM and digital tools. This is a full-time hybrid position based in our US hubs, including St.

Qualifications

• Experience coaching and consulting with financial professionals.
• Proven ability to communicate courteously with clients and colleagues.
• Ability to analyze information and develop solutions.
• Knowledge of CRM, digital tools, and workflow solutions.
• Demonstrated change management and training capabilities.

Responsibilities

• Develop relationships within a designated region to grow tech use by financial professionals.
• Provide consulting on technology strategy, CRM success, and digital tools.
• Conduct discovery on client needs and obstacle analysis.
• Recommend process improvements and appropriate tool selections.
• Deliver coaching sessions, both live and virtual, for professionals and support staff.
• Support change management and measure consulting outcomes.
• Create and deliver technology demonstrations and presentations at meetings and conferences.
• Collaborate with multiple departments to meet technology solution needs.
• Document repeatable strategies to improve tool adoption.
• Build knowledge across business disciplines to evolve technology solutions.

Skills

Coaching

Consulting

Communication

Client relations

Education

Bachelor's degree preferred

High school diploma or equivalent required

Tools

CRM software

Microsoft Office

Workflow tools

Job description

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 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 metrics to measure milestones and progress

Basic Requirements

• 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 workflow tools.
• Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
• Strong consulting and coaching skills
• Aptitude to analyze information and behavior and develop relevant solutions
• Ability to plan and implement organizational goals and objectives
• Capableness to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement)
• Ability to review and revise processes and procedures
• Skill in conducting effective presentations (virtual and in person) and workshops; excellent verbal and written communication
• Skill in leveraging software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.)
• All other duties as assigned

Preferred Requirements

• Active FINRA (Financial Industry Regulatory Authority) registrations preferred - ex: Series 6, 7, 24, and 63/65 (or Series 66). If not current, ability to complete applicable SIE, 6 or 7 within 12 months.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.