Oas Technology Support Consultant

Osaic

Atlanta, GA, USA
Base: $50,000 - $57,000; bonus/equity: annual perf...
Hybrid (minimum of 4 days in the office)
Oas technology platform support
Salesforce, black diamond, orion usage
Ria technology procedures
Osaic is seeking a Technology Support Consultant to assist financial professionals with their technology platform, including Salesforce and other tools. This hybrid role requires strong communication skills, a background in financial services, and the ability to manage multiple tasks efficiently

Job Summary

  • The Technology Support Consultant will assist advisors and their staff with OAS’s technology Platform including Salesforce, Black Diamond, and Orion.
  • Responsibilities include serving as the primary point of contact for technology questions, providing navigational support and training, and conducting technology consulting calls.
  • Osaic offers a competitive compensation package including base salary, annual performance bonus, health, vision, dental insurance, 401k, and paid time away.

Matching Summary

Match Score: 75

Osaic is seeking a Technology Support Consultant to assist financial professionals with their technology platform, including Salesforce and other tools. This hybrid role requires strong communication skills, a background in financial services, and the ability to manage multiple tasks efficiently.

Salary

Base: $50,000 - $57,000; Bonus/Equity: annual performance bonus; Benefits: health, vision, dental insurance, 401k, paid time away

Skills & Requirements

Must-have

  • OAS Technology Platform support
  • Salesforce, Black Diamond, Orion usage
  • RIA technology procedures
  • FinTech trends awareness
  • Relationship building with advisors

Nice-to-have

  • Adaptability to change
  • Proactive process improvement
  • Strong communication skills

Key Requirements

  • Minimum 2 years related experience
  • High school diploma or equivalent required
  • FINRA Series SIE preferred
  • FINRA Series 7 and 66 licenses preferred
  • Life and Annuity Insurance Licenses preferred

Work Rights

Not specified

Tailored Resume

Cover Letter