Technology Solutions Consultant

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

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 virtual and in-person coaching and educational sessions for financial professionals and support staff

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

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.
• 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.
• 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.
• Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
• Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.