Advisor Platform Success Consultant

Advisory Services Opportunity in Financial Services

Advisor Platform Success Consultant

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $80,000 - $110,000 base salary + annual performance bonus

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

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, 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:

The Advisor Platform Success Consultant will be responsible for managing and servicing financial advisors affiliated with Osaic Advisory Services (RIA) through personal interaction. Engaged in account setups, user credentialing, portfolio management, and reporting within the Black Diamond, Orion platform, the role will also provide troubleshooting support, manage data feeds, and assist with Salesforce-related account configurations and integrations. This position involves close collaboration with financial advisors, administrative staff, and other key stakeholders to ensure smooth operational processes and high-quality service delivery.

Responsibilities:

Black Diamond Account Set Up:

• Manage data feeds, including the mapping of National Financial representative codes/prefixes and DST FANMail credentials.
• Manually aggregate accounts for advisor offices using BYALL.
• Submit manual account requests through the Black Diamond Service Channel.

Account/Portfolio Servicing:

• Update account and portfolio display names.
• Create and maintain portfolios and portfolio groups for batch reporting.
• Update account and portfolio reporting groups, asset classifications, and security classifications.
• Consolidate portfolios and close/remove accounts and portfolios as needed.

User and Office/Team Credential Set Up:

• Create Black Diamond credentials for advisors and administrative staff.
• Send login invitations and provide team setup support, including logo uploads and profile configuration for client views.
• Add representative codes (Rep Codes/G Numbers) to offices or teams in Black Diamond.

Reporting Inquiries:

• Create reports and respond to data mining template inquiries.
• Conduct batch reporting on a monthly and annual basis.
• Manage and organize Black Diamond batch reports, including uploading reports to the Triad Consolidated Reporting Folder.

Common Troubleshooting:

• Resolve issues related to missing data feeds, incorrect performance, missing or incorrect transactions, and account aggregation errors.
• Troubleshoot user access problems, including password resets and unlocking accounts.
• Resolve missing accounts from batch reporting or the client portal, and address issues related to the RMD Tool.

Salesforce User and Office/Team Set Up:

• Create and manage user profiles, roles, contact cards, and sharing rules.
• Set up public groups and activate DocuSign within Salesforce.
• Provide support for Salesforce navigation and servicing, including password resets, MFA reconnection, workflow management, and Orion/Salesforce integration.

Education Requirements:

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Experience with the Black Diamond platform is required.
• Proficiency in Salesforce, including user and account setup.
• Strong data management and reporting skills.
• Excellent troubleshooting and problem-solving abilities.
• Familiarity with financial account types and RMD regulations.
• Strong organizational skills and attention to detail.

Preferred Requirements:

• Experience with financial platforms such as Orion.
• Knowledge of DocuSign setup and activation.
• Familiarity with compliance reporting and data security protocols.