Talent.com
Technology Solutions Consultant
Technology Solutions ConsultantOsaic Wealth, Inc. • La Vista, NE, US
No longer accepting applications
Technology Solutions Consultant

Technology Solutions Consultant

Osaic Wealth, Inc. • La Vista, NE, US
3 days ago
Job type
  • Full-time
Job description

Join to apply for the Technology Solutions Consultant role at Osaic

Continue with Google Continue with Google

4 days ago Be among the first 25 applicants

Join to apply for the Technology Solutions Consultant role at Osaic

Get AI-powered advice on this job and more exclusive features.

Sign in to access AI-powered advices

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Advisor Enablement Opportunity in Financial Services

Technology Solutions Consultant

Location(s) : 2300 Windy Ridge Parkway, Atlanta, GA 30339

877 Executive Center Drive West, St. Petersburg, FL 33702

7755 Third Street North, Oakdale, MN 55128

12325 Port Grace Boulevard, La Vista, NE 68128

18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule.

Salary : $80-000 - $100,000 per year + annual bonus

  • Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
  • Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page : https : / / careers.osaic.com / Creative / Benefits

Role Type : Full time

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.

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.
  • Education Requirements

  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
  • Basic Requirements

  • 5+ years previous experience in a technology consulting, training or similar role that directly aligns with the specific responsibilities for 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.

    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.

    Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Engineering and Information Technology

    Referrals increase your chances of interviewing at Osaic by 2x

    Sign in to set job alerts for "Technology Solutions Consultant" roles.

    Continue with Google Continue with Google

    Continue with Google Continue with Google

    Business Technology Solutions Consultant

    Associate Marketing Consultant, Med Solutions

    We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    J-18808-Ljbffr

    Create a job alert for this search

    Solution Consultant • La Vista, NE, US

    Related jobs
    Technology Solutions Manager

    Technology Solutions Manager

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Manager (Technology Solutions) to drive organizational transformation through innovative technology solutions. Key Responsibilities Formulate and improve best practices ...Show more
    Last updated: 27 days ago • Promoted
    Lead Solutions Consultant

    Lead Solutions Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Lead Solutions Consultant focused on Customer Success.Key Responsibilities Drive customer value realization by assessing platform usage and creating actionable optimiza...Show more
    Last updated: 30+ days ago • Promoted
    Solution Consultant

    Solution Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Solution Consultant to join their Client Success team, specializing in legal technology optimization. Key Responsibilities Communicate product vision and support pre-sal...Show more
    Last updated: 30+ days ago • Promoted
    Digital Pathology Consultant

    Digital Pathology Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Digital Pathologist.Key Responsibilities Advise on current trends, technologies, and best practices in digital pathology Contribute technical context and thought leade...Show more
    Last updated: 5 hours ago • Promoted • New!
    Business Technology Solutions Consultant

    Business Technology Solutions Consultant

    All Copy Products • Omaha, NE, US
    Full-time
    Business Technology Solutions Consultant.Are you interested in a career where you aren't behind a computer in an office all day? Do you love to meet new people and provide technology solutions that...Show more
    Last updated: 3 days ago • Promoted
    Technology Lead - ProC, Oracle Forms and Reports

    Technology Lead - ProC, Oracle Forms and Reports

    Avance Consulting Services • Omaha, NE, US
    Full-time +1
    Technology Lead - ProC, Oracle Forms and Reports.Avance Consulting is a leading consulting company with over 10 years of experience in the consulting business. We are primary vendors to several Fort...Show more
    Last updated: 9 days ago • Promoted
    Senior Technical Consultant

    Senior Technical Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Technical Consultant, Countermeasures.Key Responsibilities Lead the development of the technical approach and solution design for a U. Refine technical proposal content,...Show more
    Last updated: 30+ days ago • Promoted
    Implementation Consultant

    Implementation Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for an Implementation Consultant to manage the implementation of their platform for new customers.Key Responsibilities Own the technical setup, configuration, and quality tes...Show more
    Last updated: 30+ days ago • Promoted
    HR Technology Systems Consultant

    HR Technology Systems Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for an HR Technology Systems Consultant.Key Responsibilities Facilitates cross-functional teams and leads projects to implement Workday functionality Performs analysis of cu...Show more
    Last updated: 5 hours ago • Promoted • New!
    Lead Solutions Architect

    Lead Solutions Architect

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Lead Solutions Architect - Model Risk Management.Key Responsibilities Lead the technical aspect of the sales process, identifying model governance challenges and compli...Show more
    Last updated: 30+ days ago • Promoted
    Telecom Management Consultant

    Telecom Management Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Telecom Industry Management Consultant - BSS SME.Key Responsibilities Build model diagram / architecture inclusive of all required business processes Research other tele...Show more
    Last updated: 3 days ago • Promoted
    Solutions Consultant

    Solutions Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Solutions Consultant to serve as a subject matter expert for their SaaS-based TMS platform.Key Responsibilities Provide pre-sales support by conducting discovery sessio...Show more
    Last updated: 30+ days ago • Promoted
    Solutions Architect

    Solutions Architect

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Solutions Architect to join their Applied Engineering team.Key Responsibilities Own complete post-sales customer engagements, providing direct technical guidance and so...Show more
    Last updated: 30+ days ago • Promoted
    Solutions Architect I

    Solutions Architect I

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Solutions Architect I.Key Responsibilities Support the sales team with custom integration build-outs for large merchants Research upstream APIs and systems, and create...Show more
    Last updated: 6 hours ago • Promoted • New!
    Solutions Architect, Webflow Expert

    Solutions Architect, Webflow Expert

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Solutions Architect with deep Webflow expertise.Key Responsibilities Act as a trusted product expert for new and existing customers Partner with Customer Success Manag...Show more
    Last updated: 4 hours ago • Promoted • New!
    Consultant, Solution Strategy & Design

    Consultant, Solution Strategy & Design

    TTEC • Omaha, NE, US
    Full-time
    Be the spark that brightens days and ignite your career with TTEC's award-winning employment experience.As a Consultant, Solution Strategy & Design working remotely in the United States, you'll be ...Show more
    Last updated: 18 days ago • Promoted
    Business Solutions Consultant

    Business Solutions Consultant

    Horizon Payments • Omaha, NE, US
    Full-time
    Be among the first 25 applicants.Direct message the job poster from Horizon Payments.Experienced Leader With a Passion for Staff Development. Horizon Payments is a high-energy merchant service provi...Show more
    Last updated: 13 hours ago • Promoted • New!
    Cortex XSIAM Consultant

    Cortex XSIAM Consultant

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Cortex XSIAM Consultant to join a premier cyber security organization remotely.Key Responsibilities Serve as a Technical Consultant for the implementation of Cortex XSI...Show more
    Last updated: 30+ days ago • Promoted
    Information Technology Business Analyst

    Information Technology Business Analyst

    Capstone IT Staffing • Omaha, NE, US
    Full-time
    Capstone IT is partnering with a leading insurance and financial services provider to hire an experienced IT Business Analyst for a 12-month W2 contract (with potential for contract-to-hire).This r...Show more
    Last updated: 9 days ago • Promoted
    Technology Partner - Data Solutions

    Technology Partner - Data Solutions

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Technology Partner - Data & Insights Solutions.Key Responsibilities Provide thought leadership and client engagement by advising data leaders and conducting educational...Show more
    Last updated: 1 hour ago • Promoted • New!