Vice President, Advisory Consulting

Osaic; Minnesota; Hybrid; USD 140,000 - 175,000; Full time

Benefits offered by this job

Health insurance

Vision/Dental insurance

401(k)

Vacation and sick time

Volunteer days

Job summary

Osaic seeks a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting efforts focused on Wealth Management Platform adoption and asset growth across the firm.

The role oversees regional consultants, partners with home office and internal teams, and reports to the SVP, Advisory Consulting. Travel up to 75% is required with a hybrid in-office schedule.

Qualifications

• Master’s Degree preferred; Bachelor’s Degree from accredited university required.
• Experience: 5+ years in a similar role; 10+ years in a related field.
• Series 7 required; ability to travel up to 75%.

Responsibilities

• Lead and mentor a team of regional sales consultants to drive WMP adoption and revenue growth.
• Oversee territory planning, prioritization, and advisor segmentation to maximize sales impact.
• Deepen relationships with high-value advisors and lead deployment of brokerage-to-advisory transitions.
• Coordinate with Marketing, Product, Platform, and Research teams to provide timely updates and resources.
• Monitor activity, pipeline, and revenue metrics across regions and report on field performance.

Skills

Field leadership

Strategic planning

Team coaching

Advisor engagement

Sales enablement

Education

Master's degree preferred

Bachelor's degree required

Tools

CRM software

Job description

Wealth Management Sales Opportunity in Financial Services

Vice President, Advisory Consulting

Preferred Location(s):

• 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, 401k, 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 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 firmwide 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, and investment strategies.
• Ability to introduce complex subject matter in a clear, articulate manner.
• 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.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.