Remote-Eligible VP, Advisor Engagement - Growth Partners

Osaic; Saint Petersburg (FL); Hybrid; USD 130,000 - 145,000; Full time

Job summary

Osaic is seeking a strategic VP, Advisor Engagement to lead engagement across financial professionals, driving retention, growth, and satisfaction. You will partner with cross-functional teams to translate opportunities into actionable goals and ensure alignment between field and internal resources.

The role requires a deep background in wealth management, proven leadership, and a track record of delivering measurable outcomes for financial professionals.

Qualifications

• Minimum 12 years of wealth management experience.
• At least 5 years of success building relationships with financial professionals.
• Strong communication skills—presentation, written, and verbal.
• Prior experience managing teams successfully.
• Knowledge of evolving technologies in customer operations, tools, and platforms.
• Demonstrated ability to manage change within independent financial professional businesses.
• Proven track record of driving positive outcomes in financial professional practices.

Responsibilities

• Develop and maintain relationships with financial professionals throughout their lifecycle with a regular service model.
• Identify and engage growth opportunities for assigned professionals with actionable plans.
• Conduct discovery and rediscovery of each business and its owner.
• Assess and communicate health of professionals’ businesses using BI tools.
• Help professionals set realistic goals and create execution strategies.
• Drive revenue growth, assets and retain low attrition through engagement initiatives.
• Support professionals through change management including technology adoption and regulatory changes.
• Promote adoption of resources and services aligned to each professional’s needs.
• Deliver information with empathy and actionable solutions.
• Connect professionals to subject matter experts for wealth planning support.
• Collaborate with relationship teams to foster community and connections.

Skills

Wealth management experience

Relationship building

Change management

Communication skills

Team leadership

Technology in operations

Driving outcomes

Education

Bachelor’s degree preferred

High school diploma required

Job description

Osaic is seeking a strategic VP, Advisor Engagement to lead engagement across financial professionals, driving retention, growth, and satisfaction. You will partner with cross-functional teams to translate opportunities into actionable goals and ensure alignment between field and internal resources.

The role requires a deep background in wealth management, proven leadership, and a track record of delivering measurable outcomes for financial professionals.