Osaic Wealth, Inc.
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Technology Solutions Consultant
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Osaic 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. 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 Osaics 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
Bachelors 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
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Technology Solutions Consultant
role at
Osaic 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. 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 Osaics 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
Bachelors 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 Get notified about new Technology Solutions Consultant jobs in
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Tampa, FL $151,800.00 - $253,000.00 1 day ago Senior Consultant, Industry Solutions, Wealth Management
Tampa, FL $137,700.00 - $229,500.00 1 week ago Solutions Architect, Public Sector Partners
Tampa, FL $118,200.00 - $204,300.00 3 days ago Solutions Architect - Professional Services
Tampa, FL $100,000.00 - $146,000.00 2 weeks ago Tampa, FL $159,000.00 - $345,000.00 18 hours ago US-E-Consulting Services- AI & Engineering - Application Operations - Solution Architect - Manager
Tampa, FL $124,000.00 - $241,000.00 1 day ago Salesforce Solutions Architect (Technical Solutions Engineer)
Tampa, FL $160,000.00 - $195,000.00 2 days ago IFS Service and Maintenance Solution Architect
MES Solution Architect Specialist Master
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HCM/Payroll Business Analyst and Systems Implementation Lead Public Sector
Senior Consultant - US Business Process Solutions - Managed Payroll Services
Kinaxis Solution Architect Specialist Master
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr