Wealth Lending Solutions Consultant

Product Specialist Opportunity in Financial Services

Wealth Lending Solutions Consultant

Location(s):

18700 N. Hayden Rd Suite 255 Scottsdale, AZ 85012

2300 Windy Ridge Parkway, Atlanta, GA 30339

7755 Third St. North, Oakdale, MN 55128

877 Executive Center Drive West, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type: Full time

Summary:

As the Wealth Lending Solutions Consultant for Osaic's Personal Credit Line (PCL), you will be responsible for promoting and servicing Financial Professionals and their clients with access to a digitized securities-based lending solution. You will be tasked with performing a wide spectrum of responsibilities in order to facilitate growth and scale within securities-based lending. You will be expected to own all aspects of the lending experience from promotion to adoption.

Responsibilities:

• Promote the benefits of Personal Credit Line (PCL) along with digital self-service capabilities for origination, line draws and general account servicing for clients.
• Manage the day-to-day workflow of loan packages across multiple systems and application types.
• Work closely with our counterparty's Regional Lending Specialist.
• Serve as a resource for our Financial Professionals to develop strategies to incorporate lending into their wealth management practices.
• Educates Financial Professionals on all aspects of the product benefits and use.
• Provide customer service support to Financial Professionals.
• Maintain knowledge of competitive information on securities-based lending.
• Contribute to routine reporting and general portfolio/client database maintenance.
• Promote a consistently exceptional client experience.
• Serve as Subject Matter Expert (SME) for the securities-based lending market, including competitive offerings and comparative reviews.
• Assist in problem resolution when necessary.
• May perform other responsibilities as assigned.

Education Requirements:

Bachelor's degree in related field is required, preferably Finance or Business concentration, or relevant work experience.

Basic Requirements:

• 5+ years of relevant experience in the Financial Services, Banking, Mortgage and/or Lending industry.
• Prior experience in banking and/or lending strategies preferred.
• Intermediate banking & lending literacy. Basic understanding of traditional investment assets; Mutual funds, stocks & bonds. Experience in wealth management a plus.
• Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment.
• Solid investment and business acumen.
• Strong interpersonal and communication skills.
• Proficient in Microsoft Office, Excel & Adobe acrobat.
• Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment.
• Detailed-oriented and analytical with the ability to organize data and think critically.
• Adaptable and capable of working both independently and collaboratively.

Preferred Requirements:

• FINRA Series 7 license preferred.
• Prior sales, banking, and/or relationship management skills preferred.
• Strong understanding of liquidity management.
• Prior experience with lending solutions and the impact interest rates have on such products.