Senior Business Consultant

Senior Business Consultant

We have an opportunity for a Senior Business Consultant within the Osaic Academy's Business Coaching & Consulting team. The primary responsibility of this position is to provide coaching and consulting to Osaic's affiliated financial professionals to help them grow their business and deliver best-in-class advice to their clients. Additional responsibilities include conducting live and virtual educational sessions for financial professionals and support staff; facilitating virtual study groups; and providing subject-matter expertise on best practices and trends to support the team's on-going content development initiatives.

Responsibilities :

• Provide consulting and coaching to financial professionals on a range of business issues, including business strategy, marketing and business development, client engagement, advice delivery, people management, and scalable workflows.
• Conduct discovery on client needs, issues, obstacles, and resistance.
• Contract with client, setting clear expectations of consultant's role vs. client's role.
• Diagnose root causes of challenges.
• Formulate recommendations for improvement.
• Select and deliver appropriate tools and resources to help financial professionals achieve goals.
• Provide authentic feedback and advice in coaching engagements.
• Help teams manage through the change.
• Hold customer accountable to their commitments.
• Provide subject-matter expertise on best practices and trends to support the team's on-going content development initiatives. Gather and curate leading trends and real-life case scenarios.
• Facilitate virtual and in-person training and educational sessions for financial professionals and support staff.
• Lead and participate in sales campaigns for programs add develop relationships to promote BC&C programs.
• Meet with prospective financial professionals regarding coaching programs and persuade them to affiliate with an Osaic firm.
• Answer questions from customers about coaching programs. Match customer needs to the solutions provided by the coaching programs. Persuade customers to commit to a coaching engagement.
• Conduct work style assessments for financial professionals and support staff. Interpret results and provide actionable feedback to individuals and teams.
• Work on projects related to coaching programs and services, including conferences and events.

Education Requirements :

Basic Requirements :

Preferred Requirements :