Technology Solutions Consultant

Advisor Group; Scottsdale (AZ); 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 financial professionals in using technology to improve client service. You will conduct live and virtual sessions, lead study groups, and provide subject-matter expertise on digital tools, AI, and workflow improvements.

The role requires 5+ years in financial services, a bachelor’s preferred, and a hybrid office schedule across hub locations. Compensation includes salary plus performance bonus and strong benefits.

Qualifications

• 5+ years in financial services focusing on coaching/consulting/training.
• Experience with CRM solutions, digital tools, document management, and workflow tools.
• Ability to communicate with coworkers, 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.)

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 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 tools 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 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
• Develop and document repeatable strategies to help Financial Professionals better use new digital tools
• Understand and demonstrate working knowledge of metrics to measure milestones and progress

Skills

CRM solutions

Consulting

Coaching

Communication

Project planning

Customer service

Education

Bachelor’s degree preferred

High school diploma required

Tools

CRM software

Microsoft Office

Outlook

Excel

PowerPoint

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 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.

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.