Vice President, Advisory Consulting

Milwaukee Succeeds; Atlanta (GA); Hybrid; USD 140,000 - 175,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Vacation and sick time

Volunteer days

Job summary

Osaic is seeking a Vice President, Advisory Consulting to lead the field-based regional sales and consulting efforts. You will drive advisor engagement, promote Wealth Management Platform adoption, and grow advisory assets while overseeing regional consultants and coordinating with internal partners.

The role requires substantial experience with advisory platforms, 5+ years in a related field, and the ability to travel up to 75%.

Qualifications

• Must have Series 7 license.
• Willingness to travel up to 75% of the time.
• Extensive knowledge of advisory platforms and wealth management concepts.
• Experience working with financial advisors and large enterprise clients.

Responsibilities

• Lead field-based regional sales and consulting efforts.
• Drive adoption of the Wealth Management Platform (WMP) across the region.
• Oversee a team of regional consultants and ensure alignment with home office strategy.
• Collaborate with Marketing, Product, and Research to deliver field updates and education resources.
• Monitor pipeline, revenue metrics, and performance trends; provide leadership insights.

Skills

Series 7

Travel ability

Advisory platforms knowledge

Wealth management concepts

Strong communication

Education

Bachelor's degree required

Master's degree preferred

Tools

CRM software

Job description

Locations

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339
• La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
• St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remote applicants may potentially be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non‑remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full‑time – 30‑65% travel may be required

Salary: $140,000 – $175,000 per year + sales incentive compensation, paid quarterly. Actual compensation offered will be determined individually, based on a number of job‑related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401(k), vacation and sick time, volunteer days, and much more. For more details visit https://careers.osaic.com/Creative/Benefits

Summary

The Vice President, Advisory Consulting is responsible for leading the field‑based regional sales and consulting efforts. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on the platform, and growing advisory assets across the firm. The VP oversees regional consultants, collaborates with internal partners, and ensures alignment between the field and home office sales strategy. This role reports to the SVP, Advisory Consulting.

Responsibilities

• Field Leadership & Team Development
  • Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth.
  • Equip the field with messaging, positioning, and resources needed for effective advisor engagements.
  • Support professional development through coaching, training, and skill‑building; conduct tandem travel with Regional Vice Presidents.
• Field Strategy & Execution
  • Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact.
  • Ensure consistent execution of sales campaigns and initiatives throughout all field regions.
  • Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives.
• Advisor Engagement & Business Growth
  • Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation.
  • Lead field efforts in driving the brokerage‑to‑advisory transition and expanding use of the Wealth Management Platform.
  • Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events.
• Cross‑Functional Collaboration
  • Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions.
  • Partner with Marketing, Product, Platform, and Research teams to deliver timely updates, content, and educational resources for the field.
  • Act as a senior escalation point for field‑raised advisor issues, working with home office teams to resolve quickly.
• Performance & Accountability
  • Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps.
  • Use analytics to refine territory strategies and improve advisor penetration within regions.
  • Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends.
• Other Responsibilities
  • Promote IA Strategic Partner events, regional meetings, and firm‑wide advisor programs.
  • Represent the voice of the field in product development, platform enhancements, and strategic planning.
  • Perform other duties as assigned and track appropriate activity in firm CRM.

Education Requirements

• Master's Degree preferred; Bachelor's Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred.

Basic Requirements

• Series 7 required.
• Ability to travel up to 75% of the time.
• 5+ years in a similar role with 10+ years of experience in a related field.
• Driven and goal‑oriented nature; enthusiastic, sales‑focused personality.
• Extensive knowledge of advisory platforms, key wealth‑management concepts, investment strategies.
• Ability to introduce a complex subject matter in clear articulate fashion.
• Ability to work independently with high level of organization and time‑management skills.
• Deep experience working directly with financial advisors.
• Familiarity with using a client relationship management program.

Preferred Requirements

• Advanced certification; CFP or CIMA designation preferred.