ONESCO Product & Practice Mgmt Consultant
About the position
The Product and Practice Management Consultant is responsible for several key
functions including technology consulting with our branch offices, investment
product and sales support, and department project work.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll
create as the Product and Practice Management Consultant:
Providing in-depth consulting services to our offices by determining
advisors' needs and resources and making appropriate recommendations
Familiarity with various 3rd party software solutions to support advisor's
businesses
Maintaining relationships and conducting due diligence on ONESCO's technology
vendors and resources
Providing support for advisor email systems
Assisting advisors as it relates to product selection and general case
design, with an emphasis on annuities
Conducting product training
Production review and due diligence
Assisting with development of marketing campaigns and other promotional
materials
Assisting advisors with digital marketing and social media strategies
Project work
Responsibilities
• Providing in-depth consulting services to our offices by determining advisors' needs and resources and making appropriate recommendations
• Familiarity with various 3rd party software solutions to support advisor's businesses
• Maintaining relationships and conducting due diligence on ONESCO's technology vendors and resources
• Providing support for advisor email systems
• Assisting advisors as it relates to product selection and general case design, with an emphasis on annuities
• Conducting product training
• Production review and due diligence
• Assisting with development of marketing campaigns and other promotional materials
• Assisting advisors with digital marketing and social media strategies
• Project work
Requirements
• A bachelors degree
• Five years industry experience
• FINRA registration -- Series 6 or Series 7 (Series 24 to be obtained)
Nice-to-haves
• An intimate understanding of the broker/dealer and investment advisory industry
• Advanced knowledge of annuities, mutual funds, and other investment products
• Customer service oriented
• Highly organized; project management
• Ability to work independently and effectively manage multiple projects with competing deadlines
• Presentation skills
• Excellent writing ability
Benefits
• Competitive pay: Fair compensation for your hard work.
• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Inclusion and Culture: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
Apply Now
Apply Now
The Product and Practice Management Consultant is responsible for several key
functions including technology consulting with our branch offices, investment
product and sales support, and department project work.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll
create as the Product and Practice Management Consultant:
Providing in-depth consulting services to our offices by determining
advisors' needs and resources and making appropriate recommendations
Familiarity with various 3rd party software solutions to support advisor's
businesses
Maintaining relationships and conducting due diligence on ONESCO's technology
vendors and resources
Providing support for advisor email systems
Assisting advisors as it relates to product selection and general case
design, with an emphasis on annuities
Conducting product training
Production review and due diligence
Assisting with development of marketing campaigns and other promotional
materials
Assisting advisors with digital marketing and social media strategies
Project work
Responsibilities
• Providing in-depth consulting services to our offices by determining advisors' needs and resources and making appropriate recommendations
• Familiarity with various 3rd party software solutions to support advisor's businesses
• Maintaining relationships and conducting due diligence on ONESCO's technology vendors and resources
• Providing support for advisor email systems
• Assisting advisors as it relates to product selection and general case design, with an emphasis on annuities
• Conducting product training
• Production review and due diligence
• Assisting with development of marketing campaigns and other promotional materials
• Assisting advisors with digital marketing and social media strategies
• Project work
Requirements
• A bachelors degree
• Five years industry experience
• FINRA registration -- Series 6 or Series 7 (Series 24 to be obtained)
Nice-to-haves
• An intimate understanding of the broker/dealer and investment advisory industry
• Advanced knowledge of annuities, mutual funds, and other investment products
• Customer service oriented
• Highly organized; project management
• Ability to work independently and effectively manage multiple projects with competing deadlines
• Presentation skills
• Excellent writing ability
Benefits
• Competitive pay: Fair compensation for your hard work.
• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Inclusion and Culture: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
Apply Now
Apply Now