Senior Business Consultant

Practice Management Opportunity in Financial Services

Senior Business Consultant

Location(s):

2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Schedule:Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type: Full time

Salary: $100,000 - $130,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

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.

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

Education Requirements:

• Bachelor's degree in finance, management or related field and/or equivalent professional experience

Basic 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

Preferred Requirements:

• 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.)