Job Description
Platform Success Leadership Opportunity in Financial Services
Director, Osaic Advisory Services (OAS) Platform Success
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $120,000 - $140,000 + annual performance bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, 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.
Summary:
We are seeking a dynamic and experienced Vice President, Technology Solutions Consultant to join our team. This role will lead the strategic direction, consultation and implementation of technology solutions for our registered investment advisors and affiliated financial professionals. This individual will work directly with the RIA Solutions management team, internal teams, and directly with the advisors to deliver valuable solutions, drive efficiency, listen for improvements, achieve operational excellence, and implement a delightful user (advisor and client) experience.
Education Requirements:
Master’s Degree preferred, Bachelor’s Degree from accredited university irequired.
Responsibilities:
Client Consultation and Relationship Management
Act as a trusted advisor 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 and Team 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 and expanding our technology offerings.
Discover industry leading technology solutions and lead evaluation process.
Provide technical guidance and support to clients and internal teams, ensuring optimal use and integration of technology platforms.
Basic Requirements:
Analyze issues, identify key variables and develop appropriate solutions
Extraordinary level of customer service and support to advisors
Build relationships with advisors
Establish cooperative working relationships with various business units and strategic partners
Strong attention to detail and ability to work under pressure
Maintain confidentiality of information
Excellent verbal and written communication skills
Operation of basic software programs (i.e., Microsoft Office)
Regular and predictable work attendance
Preferred Requirements:
5+ years previous experience in a Technology Consulting, Product and/or training role
Familiarity with the FinTech space
Understanding and/or experience in an advisory based financial business
Knowledge of agile development
Experience with translating end customer needs to technical requirements and user stories
Knowledge of Financial Advisor technology tools (i.e., Orion, Black Diamond, Salesforce)
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, ****** 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.
Director, Osaic Advisory Services (OAS) Platform Success
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $120,000 - $140,000 + annual performance bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, 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.
Summary:
We are seeking a dynamic and experienced Vice President, Technology Solutions Consultant to join our team. This role will lead the strategic direction, consultation and implementation of technology solutions for our registered investment advisors and affiliated financial professionals. This individual will work directly with the RIA Solutions management team, internal teams, and directly with the advisors to deliver valuable solutions, drive efficiency, listen for improvements, achieve operational excellence, and implement a delightful user (advisor and client) experience.
Education Requirements:
Master’s Degree preferred, Bachelor’s Degree from accredited university irequired.
Responsibilities:
Client Consultation and Relationship Management
Act as a trusted advisor 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 and Team 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 and expanding our technology offerings.
Discover industry leading technology solutions and lead evaluation process.
Provide technical guidance and support to clients and internal teams, ensuring optimal use and integration of technology platforms.
Basic Requirements:
Analyze issues, identify key variables and develop appropriate solutions
Extraordinary level of customer service and support to advisors
Build relationships with advisors
Establish cooperative working relationships with various business units and strategic partners
Strong attention to detail and ability to work under pressure
Maintain confidentiality of information
Excellent verbal and written communication skills
Operation of basic software programs (i.e., Microsoft Office)
Regular and predictable work attendance
Preferred Requirements:
5+ years previous experience in a Technology Consulting, Product and/or training role
Familiarity with the FinTech space
Understanding and/or experience in an advisory based financial business
Knowledge of agile development
Experience with translating end customer needs to technical requirements and user stories
Knowledge of Financial Advisor technology tools (i.e., Orion, Black Diamond, Salesforce)
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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The Director, Osaic Advisory Services (OAS) Platform Success- post position is now open for candidates interested in the IT Engineer & Developer Jobs sector. This role in Phoenix offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in IT Engineer & Developer Jobs is a plus.
