Senior Financial Services Practice Management Consultant

Advisor Group•Scottsdale, AZ

8d•$100,000 - $130,000•Hybrid

About The Position

We have an opportunity for a Senior Business Consultant within the Osaic Academy’s Business Coaching & Consulting team. The primary responsibility of this position is to provide coaching and consulting to Osaic’s affiliated financial professionals to help them grow their business and deliver best-in-class advice to their clients. Additional responsibilities include conducting live and virtual educational sessions for financial professionals and support staff; facilitating virtual study groups; and providing subject-matter expertise on best practices and trends to support the team’s on-going content development initiatives.

Requirements

10+ years’ experience in financial services as a business coach/consultant
Lead coaching programs and projects
Facilitate group discussions, activities and training programs
Train and mentor fellow coaches
Represent BC&C team in internal and external presentations and training
Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
Ability to deliver difficult messages while maintaining counter-parties dignity and motivation
Strong consulting and coaching skills
Aptitude to analyze information and behavior and develop relevant solutions
Ability to maintain confidentiality for clients
Aptitude to make analytical and rule-based decisions
Capacity to organize, prioritize, reprioritize, and handle multiple tasks
Ability to plan and implement organizational goals and objectives
Capableness to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement)
Knowledge of adult training methods, practices, and techniques
Skill in conducting effective presentations and workshops; excellent verbal and written communication
Skill in operating personal computers and various software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.)
Skill in research and problem-solving techniques
Ability to travel approximately 15 weeks annually

Nice To Haves

Industry certifications (Series 7, 65) or designations (CFP, ChFC)
Certificate programs related to business coaching and/or consulting are a plus
Certifications in personality assessments (e.g., ProScan, MBTI, DiSC etc.)

Responsibilities

Provide consulting and coaching to financial professionals on a range of business issues, including business strategy, marketing and business development, client engagement, advice delivery, people management, and scalable workflows
Conduct discovery on client needs, issues, obstacles, and resistance
Contract with client, setting clear expectations of consultant's role vs. client's role
Diagnosing root causes of challenges
Formulate recommendations for improvement
Select and deliver appropriate tools and resources to help financial professionals achieve goals
Provide authentic feedback and advice in coaching engagements
Help teams manage through the change
Hold customer accountable to their commitments
Provide subject-matter expertise on best practices and trends to support the team’s on-going content development initiatives.
Gather and curate leading trends and real-life case scenarios
Facilitate virtual and in-person training and educational sessions for financial professionals and support staff
Lead and participate in sales campaigns for programs – add develop relationships to promote BC&C programs
Meet with prospective financial professionals regarding coaching programs and persuade them to affiliate with an Osaic firm
Answer questions from customers about coaching programs.
Match customer needs to the solutions provided by the coaching programs.
Persuade customers to commit to a coaching engagement
Conduct work style assessments for financial professionals and support staff.
Interpret and results and provide actionable feedback to individuals and teams
Work on projects related to coaching programs and services, including conferences and events