Technology Solutions Consultant

Company	Osaic
Location	Scottsdale, AZ, USA, Atlanta, GA, USA, Papillion, NE, USA, St. Petersburg, FL, USA, Woodbury, MN, USA
Salary	$80000 – $100000
Type	Full-Time
Degrees
Experience Level	Senior

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

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
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
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
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
Lead, mentor and develop a high performing team of technology consultants and specialists
Foster a culture of service, innovation, collaboration and continuous improvement within the technology solutions team