Director, Osaic Advisory Services (OAS) Platform Success

Advisor Group•Scottsdale, AZ

16d•$120,000 - $140,000•Hybrid

About The Position

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.

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
Master’s Degree preferred, Bachelor’s Degree from accredited university required.

Nice To Haves

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)

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.