Director, Sales Events & Experience

Advisorgroup; Scottsdale (AZ); Hybrid; USD 120,000 - 145,000; Full time

Job summary

Osaic seeks a Director, Sales Events & Experiences to design and execute high-impact events supporting Business Development and advisor recruiting. The role leads Home Office Visits, regional events, and recruiting-focused conferences, aligning activities with growth priorities and measurable outcomes.

Travel ranges 15-40% and the position offers a hybrid in-office schedule with potential remote consideration.

Qualifications

• Strategic thinking
• Exceptional project management
• Creative experience design
• Strong executive presence

Responsibilities

• Own the Sales Events & Experiences strategy aligned with Business Development priorities and recruiting objectives.
• Establish a cohesive portfolio of recruiting experiences and targeted events.
• Partner with leadership to identify opportunities to strengthen advisor relationships and influence recruiting conversations.
• Set clear objectives, audiences, success criteria, and measurable outcomes for each event.
• Develop an annual strategic events calendar aligned with pipeline opportunities.
• Continuously evolve the approach to create a differentiated, advisor-first experience.
• Lead the Home Office Visit program with a personalized framework and executive interactions.

Job description

Osaic Careers

Business Development Opportunity in Financial Services

Director, Sales Events & Experience

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

Remote applicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule.

Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Salary: $120,000 - $145,000 per year + annual bonus

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

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Benefits

Role Type: Full time. Exempt. 15-40% Travel May Be Required

At Osaic, we believe that every interaction with a prospective financial professional is an opportunity to build trust, demonstrate our differentiated value, and create meaningful connections that influence their decision to join our firm.

The Director, Sales Events & Experiences is responsible for the strategic design, development, and execution of high-impact events and experiences that support Osaic's Business Development and advisor recruiting objectives.

This highly visible role serves as the strategic owner of Osaic's sales events and experiences portfolio, including Home Office Visits (HOVs), prospective advisor events, recruiting-focused conferences, third-party recruiter engagements, and other strategic business development experiences.

This role goes beyond traditional event planning and logistics. The Director will connect event strategy directly to business development priorities, designing intentional, personalized experiences that strengthen prospective advisor relationships, showcase Osaic's differentiated value proposition, and accelerate recruiting opportunities through the sales pipeline.

Reporting into Sales Enablement, this individual will partner closely with Business Development leadership, external and internal recruiting teams, Marketing, Transitions, Product, Technology, and senior executives to ensure every experience is thoughtfully designed, flawlessly executed, and aligned with Osaic's growth objectives.

The ideal candidate combines strategic thinking, exceptional project management, creative experience design, and strong executive presence with a deep understanding of how meaningful experiences can influence business outcomes.

Responsibilities:

Sales Events & Experiences Strategy

• Develop and own a comprehensive sales events and experiences strategy aligned with Osaic's Business Development priorities, recruiting objectives, and overall growth strategy.
• Establish a cohesive portfolio of recruiting experiences, including Home Office Visits, regional recruiting events, prospect engagements, third-party recruiter events, and recruiting experiences embedded within enterprise conferences.
• Partner with Business Development leadership to identify opportunities where targeted events and experiences can strengthen advisor relationships, advance recruiting conversations, and influence conversion.
• Establish clear objectives, target audiences, success criteria, and measurable outcomes for each event or experience.
• Develop an annual strategic events calendar aligned with recruiting priorities, pipeline opportunities, and key business milestones.
• Continuously evaluate and evolve Osaic's approach to sales events and experiences to create a differentiated, advisor-first experience.

Home Office Visit (HOV) Program Leadership

• Own the strategy, design, and end-to-end execution of Osaic's Home Office Visit program, establishing HOVs as a strategic component of the advisor recruiting journey.
• Develop a scalable, consistent, and highly personalized HOV framework that can be tailored to prospective advisors based on affiliation model, business needs, recruiting stage, and strategic priorities.
• Partner with recruiting teams to understand each prospective advisor's business, motivations, concerns, and decision criteria, ensuring visits are intentionally designed to address their unique needs.
• Curate customized agendas, executive interactions, product demonstrations, and engagement opportunities that reinforce Osaic's value proposition.
• Coordinate the appropriate subject matter experts and senior leaders to