Remote VP, Regional Advisory Consultant — Wealth Platform

Osaic

Utah

On-site

USD 150,000 - 210,000

Full time

14 days+

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Job summary

Osaic is seeking a Vice President, Regional Advisory Consultant to drive sales strategy and financial planning adoption across a defined region of advisors. The role blends internal and field-based activities with face-to-face meetings to promote our Wealth Management Platform.

Responsibilities include educating advisors on fee-based business models, presenting to groups, managing a regional sales pipeline, and collaborating with Marketing, Product, Platform, and Research teams to share content

Qualifications

Master's degree in a related field preferred or equivalent experience.
5+ years in a similar role in wealth management/sales.
Series 7 required.
Extensive knowledge of advisory platforms and wealth management concepts.
Ability to travel 50-75% of the time.

Responsibilities

Educate and promote fee-based advisory models and promote adoption of the firm's advisory technology.
Execute a virtual regional strategy and manage a regional sales pipeline.
Drive events and meetings with advisors; collaborate with investment managers for collateral and leads.
Introduce and support advisors on MF/ETF models, SMA models, tax services, and private client solutions.
Review regional reports to prioritize prospects and convert leads into opportunities.
Log interactions in the firm’s CRM system.