Hiring: Technology Solutions Consultant Company: Osaic Location: Atlanta, GA Job Posted Time: 2026-09-12 13:02:51 Employment Type: Full-time / Hybrid Target Skills & Keywords : Change Management, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Series 66 About the job Experience: •5+ years’ experience in financial services including focus on business coaching/consulting/training Required Skills: •Develop and nurture strong relationships within a designated region to grow the Financial Professionals use of technology solutions to support business growth •Provide consulting to financial professionals on a range of business issues, including technology strategy, CRM (Client Relationship Management) success, digital solutions, AI Tools, client experience solutions, and scalable workflows •Conduct discovery on client needs, issues, and obstacles •Formulate recommendations for process improvement •Select and deliver appropriate tools and resources to help achieve goals •Provide actionable feedback and advice •Guide financial professionals through the change management process •Leverage assessment tool to display success of consulting results Qualifications: •Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. •Demonstrated capacity to communicate with co-workers, customers, and various business contacts in a courteous and professional manner •Strong consulting and coaching skills •Aptitude to analyze information and behavior and develop relevant solutions •Demonstrated capacity 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) •Demonstrated capacity to review and revise processes and procedures •Skill in conducting effective presentations (virtual and in person) and workshops; excellent verbal and written communication •Skill in leveraging software packages •All other duties as assigned Compensation: •$90,000 - $95,000 / year •$90,000 - $95,000 per year + annual performance-based bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!