Osaic is seeking an Advisor Platform Success Consultant to enhance relationships with financial professionals by providing support for their technology platforms. This full-time position requires a minimum of two years of experience in financial services and a commitment to a hybrid work schedule, with significant in-office presence
Job Summary
The Advisor Platform Success Consultant is responsible for assisting the OAS Platform Success Team in serving, building and strengthening relationships with financial professionals and partners affiliated with Osaic Advisory Services.
Responsibilities include providing navigational support and training for CRM and performance reporting solutions, conducting technology consulting calls, and educating advisors on technology procedures.
Competitive compensation includes a base salary of $80,000 - $95,000 plus an annual performance bonus, along with health, vision, dental insurance, 401k, and paid time away.
Matching Summary
Match Score: 75
Osaic is seeking an Advisor Platform Success Consultant to enhance relationships with financial professionals by providing support for their technology platforms. This full-time position requires a minimum of two years of experience in financial services and a commitment to a hybrid work schedule, with significant in-office presence.