Regional Advisory VP - Wealth Strategy & Growth

Osaic; Kansas; Remote; USD 100,000 - 140,000; Full time

Job summary

Osaic is seeking a Vice President, Regional Advisory Consultant to drive sales strategy and promote the firm’s advisory platform across various states including Kansas. This role requires an individual who is goal-oriented with a strong personality focused on sales.

The ideal candidate will have at least 5 years of relevant experience, and a Master’s degree is preferred. Key responsibilities include managing sales pipelines, educating advisors, and collaborating with various teams. Travel up to 75% is required.

Qualifications

• 5+ years in a similar role.
• Series 7 required.
• Ability to work independently.
• Deep experience working directly with financial advisors.

Responsibilities

• Drive sales strategy and adoption of the advisory platform.
• Educate advisors on fee-based business benefits.
• Manage the region's sales pipeline and opportunities.
• Collaborate with marketing and research teams.
• Log interactions in the CRM system.

Skills

Sales-focused personality

Extensive knowledge of advisory platforms

Strong organization skills

Ability to travel

Ability to articulate complex subject matter

Education

Master’s degree preferred

Bachelor’s degree in Economics, Finance, Business or related fields

Tools

Client-relationship management program

Job description

Osaic is seeking a Vice President, Regional Advisory Consultant to drive sales strategy and promote the firm’s advisory platform across various states including Kansas. This role requires an individual who is goal-oriented with a strong personality focused on sales.

The ideal candidate will have at least 5 years of relevant experience, and a Master’s degree is preferred. Key responsibilities include managing sales pipelines, educating advisors, and collaborating with various teams. Travel up to 75% is required.