SVP of Value Management Office

Advisor Group Inc.; Atlanta (GA); Hybrid; USD 235,000 - 315,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Many more

Job summary

Osaic is seeking a Senior Cross-Functional Leader to head the Value Management Office. You will orchestrate enterprise-wide strategy execution, portfolio governance and change management across business and technology, ensuring investments align with corporate objectives and are delivered with value realization.

The role leads a high-impact, enterprise function at a hybrid Atlanta hub, requiring 20+ years in Wealth Management, deep cross-functional leadership, and mastery of delivery

Qualifications

• Bachelor’s Degree from accredited university required.
• 20+ years of experience in Wealth Management.
• 15+ years of leadership across strategy execution, portfolio management, technology, operations or enterprise transformation.
• 10+ years leading cross-functional teams and large initiatives.
• Experience in facilitating executive governance forums.
• Strong understanding of delivery methodologies including Agile.

Responsibilities

• Lead the Value Management Office functions: Portfolio Intake, Execution & Governance, Change Readiness.
• Collaborate with business and technology stakeholders to align initiatives with company goals.
• Review initiative requests for scope, impact, and delivery approach.
• Facilitate executive prioritization for major initiatives.
• Guide project/program managers to deliver consistent plans and communications.
• Chair the portfolio governance forum and provide insights into performance and risks.
• Support risk mitigation and engagement with business teams throughout delivery.
• Partner with Strategy and Finance for annual planning.

Skills

Wealth management

Cross-functional leadership

Strategy execution

Portfolio governance

Change management

Executive collaboration

Delivery methodologies (Agile)

Relationship building

Education

Bachelor’s Degree

Master’s degree or MBA (preferred)

Tools

SAFe (preferred)

Job description

Senior Cross-Functional Leader Opportunity in Financial Services: SVP of Value Management Office

Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full time

Salary: $235,500 - $315,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package.

• health
• vision
• dental insurance
• 401k
• paid time away
• volunteer days
• and much more

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary: The SVP, Value Management Office is responsible for enterprise-wide strategy execution, portfolio governance, and change management across business and technology. Reporting directly to the Chief Administrative Officer, the SVP leads the enterprise portfolio of strategic initiatives ensuring investments are aligned to corporate objectives, appropriately prioritized, funded, governed, and successfully delivered. The SVP partners closely with executive leadership, Finance, Technology, Product, Operations, Human Resources, Business Development, Marketing, Legal, and Compliance. The Value Management Office serves as the central orchestration function connecting strategy, planning, funding, execution, change management, and value realization across the enterprise.

Responsibilities

• Lead the three functions within the VMO – Portfolio Intake and Business Analysis, Execution & Governance, and Change Readiness.
• Collaborate with and facilitate alignment across business and technology stakeholders to drive Osaic’s company goals forward into measurable outcomes.
• Guide the Intake & Analysis team to review initiative requests to assess scope, impacts, delivery approach, and impacted cross-functional teams.
• Serve as a challenger to ensure the most appropriate and pragmatic solution is pursued.
• Facilitate executive-level prioritization for major “big rock” initiatives.
• Guide the Execution & Governance team of project and program managers to drive consistent plans, status reports, and communications.
• Chair the executive portfolio governance forum to provide executives with clear insights into portfolio performance, delivery confidence, capacity constraints, financial impacts, and enterprise risks.
• Support teams to drive mitigation and action plans for risks and issues.
• Ensure business teams / requestors are engaged throughout delivery.
• Serve as a trusted advisor to the Executive Leadership Team on portfolio health, delivery risks, and delivery trade-offs.
• Be creative to adjust scope, approach, and timing.
• Promote disciplined investment and delivery decisions based on strategic value, risk, cost, and organizational capacity.
• Guide the Change Readiness team to identify and facilitate pilot opportunities, manage an overall Change Readiness Calendar, and identify and mitigate potential collisions.
• Collaborate with requestors to measure success of initiatives and perform retrospectives.
• Build and lead a high-performing VMO developing leadership skills, fostering a culture of accountability, collaboration, transparency, continuous improvement, customer value, and a solution-oriented mindset.
• Collaborate with Strategy and Finance to support annual planning approach and activities.
• Once approved, support communication of the annual plan to the VMO and broader stakeholder groups.
• Support Finance throughout the year to monitor spend, make quarterly adjustments, and react to delivery and financial performance appropriately.
• All duties as assigned.

Education Requirements

• Bachelor’s Degree from accredited university is required.

Basic Requirements

• 20+ years of experience in Wealth Management.
• 15+ years of progressive leadership experience across strategy execution, portfolio management, technology, consulting, operations, and/or enterprise transformation.
• 10+ years leading cross-functional teams and large, complex initiatives.
• Demonstrated experience in facilitating collaborative, executive, and governance forums.
• Strong understanding of delivery methodologies including Agile and custom approaches.
• Ability to ideate on solution options, trade-offs, and creative solutions.
• Ability to respectfully challenge an approach and offer alternatives.
• Ability to build relationships and trust with partners across the organization and across levels from C-level to individual contributor.

Preferred Requirements

• Master’s degree or MBA
• delivery methodology certifications such as SAFe