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 Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
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What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
