Wealth Lending Solutions Consultant

Summary

As the Wealth Lending Solutions Consultant for Osaic’s Personal Credit Line (PCL), you will promote and service Financial Professionals and their clients with access to a digitized securities-based lending solution. You will manage the day-to-day workflow of loan packages, educate Financial Professionals on product benefits, and provide customer service support.

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.
• Educate 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.

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.

Pay

$100,000 - $120,000 per year + annual bonus

Schedule

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

Benefits

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits