Remote VP, Regional Advisory Consultant

Osaic; New Mexico; On-site; USD 120,000 - 160,000; Full time

Job summary

Osaic is hiring a Vice President, Regional Advisory Consultant to lead sales strategy and financial planning adoption across multiple states, including New Mexico. This fully remote role necessitates candidates to reside within the assigned territories and engage in regional travel.

Key responsibilities include educating advisors on fee-based business and technology, managing sales strategies, and executing a virtual approach for top opportunities. A master's degree is preferred, alongside strong knowledge in investment strategies and CRM systems.

Qualifications

• Master's Degree preferred, with a bachelor's from an accredited university in Economics, Finance, Business, or related fields.
• 5+ years in a similar role, demonstrating a driven and goal-oriented nature.
• Extensive knowledge of financial advisory platforms and wealth management concepts.

Responsibilities

• Drive sales strategy and financial planning adoption for a defined region of advisors.
• Educate and promote fee-based business and advisory technology.
• Manage a fluid sales pipeline and execute a virtual regional strategy.

Skills

Sales strategy development

Financial planning

CRM software usage

Client relationship management

Investment strategies knowledge

Education

Master's Degree preferred

Bachelor's in Economics, Finance, or Business

Job description

Osaic is hiring a Vice President, Regional Advisory Consultant to lead sales strategy and financial planning adoption across multiple states, including New Mexico. This fully remote role necessitates candidates to reside within the assigned territories and engage in regional travel.

Key responsibilities include educating advisors on fee-based business and technology, managing sales strategies, and executing a virtual approach for top opportunities. A master's degree is preferred, alongside strong knowledge in investment strategies and CRM systems.