| Location | St. Petersburg, FL |
| Salary | $90,000–$95,000 Per Year |
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:
Preferred Requirements:
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.