Fee-Based Financial Planning Implementation Senior Consultant

Osaic seeks a Senior Consultant to implement fee-based financial planning across advisor teams, focusing on practical guidance, policies, and platforms. The role drives adoption of fee-based services through informal learning and rollout support, collaborating with compliance, operations, and product teams.

The position emphasizes hands-on implementation, self-service resources, and scalable practices to increase the share of fee-for-service advisory engagements within the firm.