Remote-Eligible VP, Advisor Enablement & Growth

Osaic; Saint Petersburg (FL); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Vision & dental insurance

401k plan

Paid time off

Volunteer days

Job summary

Osaic seeks a strategic VP, Sales Enablement to lead Advisor Engagement and drive productivity across the enterprise. This senior role designs programs, tools, and training to empower Relationship Leaders and Advisor Engagement teams to deliver greater value to advisors and accelerate growth.

Based in the U.S. with hybrid in-office requirements and potential remote eligibility, the role collaborates with Marketing, Consulting, Product, Operations, and Business Development to create scalable

Qualifications

• 10+ years of experience in sales enablement or related leadership roles.
• Experience in financial services and wealth management.
• Proven track record of driving advisor growth and engagement.
• Strong leadership, analytics, and stakeholder management.
• Experience designing training and enablement programs.

Responsibilities

• Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth objectives.
• Develop scalable frameworks, playbooks, tools, and resources that help Relationship Leaders and Advisor Engagement teams improve advisor outcomes.
• Identify opportunities to enhance advisor productivity, business growth, retention, and adoption of enterprise solutions.
• Drive consistency in advisor-facing engagement models and consultative business practices.
• Enable Relationship Leaders with business consulting frameworks, growth strategies, and advisor practice management resources.
• Partner with Advisor Engagement leadership to strengthen advisor development, retention, and engagement initiatives.
• Support enterprise programs focused on advisor growth, succession planning, affiliation strategies, and business optimization.
• Equip teams with insights and tools that improve advisor conversations and business outcomes.
• Establish and track KPIs tied to advisor growth, engagement, retention, productivity, and solution adoption.
• Leverage analytics and feedback to refine enablement strategies and programs.
• Develop dashboards and reporting for leadership insights.
• Measure effectiveness of enablement initiatives and recommend enhancements.
• Oversee creation and governance of advisor-facing and Relationship Leader-facing content, tools, and presentations.
• Design and deliver enablement programs that strengthen consulting skills, business acumen, growth planning, and advisor development capabilities.
• Lead onboarding and ongoing professional development for Advisor Engagement teams.
• Ensure messaging consistency across all advisor engagement channels.
• Partner with Marketing, Consulting, Product, Operations, and Business Development teams to align enablement programs with enterprise priorities.
• Serve as a strategic advisor to senior leadership on advisor engagement effectiveness, productivity, and growth opportunities.
• Lead and develop a high-performing enablement team focused on continuous improvement and business impact.
• Champion a culture of advisor-centricity, accountability, and execution excellence

Skills

Sales enablement

Advisor engagement

Leadership

Strategic thinking

Analytics

Communication

Cross-functional leadership

Financial services

Team building

Program management

Education

Bachelor's degree preferred

High school diploma required

Job description

Osaic seeks a strategic VP, Sales Enablement to lead Advisor Engagement and drive productivity across the enterprise. This senior role designs programs, tools, and training to empower Relationship Leaders and Advisor Engagement teams to deliver greater value to advisors and accelerate growth.

Based in the U.S. with hybrid in-office requirements and potential remote eligibility, the role collaborates with Marketing, Consulting, Product, Operations, and Business Development to create scalable