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Technology Solutions Consultant
Technology Solutions ConsultantOsaic Wealth, Inc. • Scottsdale, AZ, US
Technology Solutions Consultant

Technology Solutions Consultant

Osaic Wealth, Inc. • Scottsdale, AZ, US
5 days ago
Job type
  • Full-time
Job description

Summary

We are seeking a dynamic and experienced Technology Solutions Consultant to join our team. This role will lead the strategic direction, consultation and implementation of technology solutions for our registered investment advisor channel and the financial professional affiliated with it. With a goal of driving efficiencies, achieving operational excellence and superior outcomes, this engaged individual will have the opportunity to work both in the back office as well as in front of advisors delivering value.

Role Details

  • Location : 2300 Windy Ridge Parkway, Atlanta, GA 30339 (Hybrid – minimum 4 days in the office)
  • Role Type : Full time
  • Salary : $80,000 – $100,000 per year + annual bonus

Responsibilities

  • Strategic Leadership

    • Develop and execute a strategic vision for technology solutions that aligns with the needs and goals of the RIA and our clients.

  • Lead cross-functional teams to design, implement and optimize technology platforms including Salesforce, Black Diamond, Orion, LaserApp Anywhere and DocuSign.
  • Foster a culture of service, innovation, collaboration and continuous improvement within the technology solutions team.
  • Client Consultation and Relationship Management

    • Act as a trusted resource to RIA clients, understanding their business objectives and recommending tailored technology solutions.

  • Build and maintain strong relationships with key stakeholders, ensuring client satisfaction and long-term partnership success.
  • Project Management

    • Oversee the planning, execution, and delivery of technology implementation projects, ensuring timelines, budgets, and quality standards are met.

  • Coordinate with internal and external teams to manage project scope, risks, and issues.
  • Technology Expertise

    • Stay current with industry trends and advancements in financial technology, including Artificial Intelligence, continuously improving, integrating and expanding our technology offerings.

  • Provide technical guidance and support to clients and internal teams, ensuring optimal use and integration of technology platforms.
  • Team Leadership and Development

    • Lead, mentor and develop a high-performing team of technology consultants and specialists.

    Qualifications

  • Education Requirements

    • Bachelor's degree preferred.

  • High school diploma or equivalent in combination with significant practical experience considered in lieu of degree.
  • Minimum of high school diploma or equivalent is required.
  • Basic Requirements

    • 5+ years previous experience in technology consulting, training or similar role directly aligned with this position.

  • Knowledge of Financial Advisor technology tools (i.e., Orion, Black Diamond, Salesforce).
  • Ability to provide an extraordinary level of customer service and support to advisors.
  • Skilled in establishing relationships with advisors and their staff.
  • Ability to establish cooperative working relationships with various business units and strategic partners.
  • Ability to analyze issues, identify key variables and develop appropriate solutions.
  • Strong attention to detail and ability to work under pressure.
  • Ability to maintain complete confidentiality of information.
  • Excellent verbal and written communication skills.
  • Able to operate various office equipment and software programs (i.e., Microsoft Office).
  • Ability to be at work on a regular and predictable basis.
  • High level of personal accountability.
  • Preferred Requirements

    • Familiarity with the FinTech space.

  • Experience with translating end-customer needs to technical requirements.
  • FINRA Series 7 or SIE.

    • 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.

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