Technology Solutions Consultant – Financial Services Coach

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

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.