Remote VP, Regional Advisory Consultant — West Platform

Osaic; Nevada (IA); On-site; USD 150,000 - 230,000; Full time

Job summary

Osaic is seeking a Vice President, Regional Advisory Consultant for the West to drive sales strategy and adoption of the Wealth Management Platform across a defined region. This fully remote role requires travel between California, Nevada, Hawaii, and Alaska, with regional coordination and face-to-face engagements as needed.

You will educate advisors on fee-based business models, promote advisory technology, and collaborate with internal teams to grow the regional advisory book of business.

Qualifications

• Master's Degree preferred, bachelor's degree from accredited university in Economics, Finance, Business, or related subjects required.
• 5+ years in a similar role.
• Series 7 required.
• Extensive knowledge of advisory platforms and wealth management concepts.

Responsibilities

• Educate and promote fee-based advisory models; promote the firm's advisory platform; and present to groups of advisors.
• Execute a virtual regional strategy; manage a regional sales pipeline; collaborate with internal teams for strategy execution.
• Drive events and content delivery; partner with investment managers to share leads and collateral.
• Introduce and support advisors on MF/ETF models, SMA models, tax services, and private client solutions.
• Review regional reports to prioritize opportunities and convert leads; log activities in CRM.

Skills

Series 7

Advisory platforms knowledge

Wealth management concepts

CRM familiarity

Sales / client-facing

Travel readiness

Education

Master's degree preferred

Bachelor's degree in Economics/Finance/Business

Job description

Osaic is seeking a Vice President, Regional Advisory Consultant for the West to drive sales strategy and adoption of the Wealth Management Platform across a defined region. This fully remote role requires travel between California, Nevada, Hawaii, and Alaska, with regional coordination and face-to-face engagements as needed.

You will educate advisors on fee-based business models, promote advisory technology, and collaborate with internal teams to grow the regional advisory book of business.