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Senior Business Consultant

Senior Business Consultant

OsaicAtlanta, GA, US
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Senior Business Consultant

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.
  • Diagnose 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 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.).
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