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Osaic · 2 days ago

Director, Osaic Advisory Services (OAS) Platform Success

St. Petersburg, FL

Contract

Hybrid

Mid, Senior Level

$120K/yr - $140K/yr

5+ years exp

Osaic is a financial services company seeking a Director for their Advisory Services Platform Success. This role will lead the strategic direction and implementation of technology solutions for registered investment advisors, focusing on client consultation, project management, and technology expertise to enhance user experience and operational excellence.

Business DevelopmentFinancial ServicesWealth Management

No H1B

U.S. Citizen Only

Responsibilities

Act as a trusted advisor to RIA clients, understanding their business objectives and recommending tailored technology solutions

Build and maintain strong relationships with key stakeholders, ensuring client satisfaction and long-term partnership success

Oversee the planning, execution, and delivery of technology implementation projects, ensuring timelines, budgets, and quality standards are met

Coordinate with internal and external teams to manage project scope, risks, and issues

Stay current with industry trends and advancements in financial technology, including Artificial Intelligence, continuously improving and expanding our technology offerings

Discover industry leading technology solutions and lead evaluation process

Provide technical guidance and support to clients and internal teams, ensuring optimal use and integration of technology platforms

Qualification

Technology ConsultingFinancial TechnologyProject ManagementAgile DevelopmentClient Relationship ManagementFinancial Advisor ToolsCustomer ServiceBasic Software OperationCommunicationAttention to Detail