Director, Osaic Advisory Services (OAS) Platform Success

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:

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 required.

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)

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.

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.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.