Advisor Enablement Opportunity in Financial Services
Technology Support Specialist, Osaic Advisory Services
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. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.
Salary: $55,000 - $60,000 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 Osaic’s 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:
This Technology Support Specialist works closely with our affiliated financial advisors in assisting them navigate our technology platform which includes Salesforce, Docusign, Black Diamond and Orion along with other proprietary technologies. 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:
Client Consultation, Support and Relationship Management
- Act as a trusted resource to RIA clients, understanding their business objectives, needs and priding timely solutions to their opportunities.
- Build and maintain strong relationships with key stakeholders, ensuring client satisfaction and long-term partnership success.
- Coordinate with internal and external teams to ensure advisors are operating efficiently and effectively inside our universe.
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.
- Foster a culture of service, innovation, collaboration and continuous improvement within the technology solutions team.
- All other duties as assigned.
Education Requirements:
- Bachelor’s 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:
- 2+ years previous experience in client services, technology support, 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
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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.
