SVP, Advisor Facing Digital Solutions
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About The Position
The SVP of Advisor Facing Digital Solutions will set the strategic vision and provide direction leadership, evolution and ongoing management of Osaic's financial professional and client-facing digital platforms and related initiatives and ensure their evolution fully supports the firm's key strategic priorities. The key objective of this role is to drive the ongoing delivery and maturation of digital solutions to Osaic's financial professionals and their end-clients, with the goal of improving financial professional productivity and end-client engagement. This role is responsible for the strategy, execution, and maintenance of holistic Wealth Management digital solutions that support our financial professionals in their client engagement and delivery of a broad set of financial solutions including financial planning, brokerage, advisory, packaged products, third-party managed assets, protection and income products. This role plays a key strategic and leadership role within the Osaic enterprise, as Osaic continues to refine and execute its fin-tech roadmap to reinvent and evolve the financial professional engagement points with the firm and drive improved advisor and end-client retention. This role will manage the full lifecycle of building digital solutions including research, visioning, business case creation, funding approval, requirements development, product build, user feedback/refinement, testing and delivery. Candidate must have experience delivering technology solutions that are leveraged within Wealth Management firms including client proposals, new account opening, fund solutions, portfolio accounting and reporting, client engagement & maintenance tools, fintech integrations, client portals, eDelivery, aggregation, mobile solutions, robo (automated) advisement, eSignature experiences, client enrollment processes, and operational workflows. The role is responsible for driving advisor adoption of digital solutions, growing Assets under management, delivering favorable economics, and contribute to advisor recruiting. The Individual must be able to successfully delegate and inspire the broader project group but also be a hands-on player-coach that contributes and fills gaps and functions as needed.
