VP, Advisor Enablement & Growth

Osaic; Atlanta (GA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Job summary

Osaic is seeking a Vice President, Advisor Engagement - Sales Enablement in the Atlanta area. This senior leadership role drives advisor productivity, growth, and engagement across the enterprise, developing strategies, programs, tools, and training to empower Relationship Leaders and Advisor Engagement teams.

Collaborate with cross-functional leaders to create a scalable enablement framework that enhances advisor experience and delivers measurable business results.

Qualifications

• 10+ years in sales enablement or advisor engagement leadership roles.
• Experience in financial services, wealth management, or advisor relationship management.
• Demonstrated track record of driving advisor growth, retention, productivity, and business outcomes.
• Strong leadership with ability to build and scale teams.
• Experience designing and implementing training, coaching, and enablement programs.
• Strong analytical, communication, and stakeholder management skills.

Responsibilities

• Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth objectives.
• Develop scalable frameworks, playbooks, tools, and resources to improve outcomes.
• Identify opportunities to enhance productivity, growth, retention, and adoption of enterprise solutions.
• Drive consistency in engagement models and consultative practices.
• Enable Relationship Leaders with frameworks and growth strategies.
• Partner with Advisor Engagement to strengthen development and engagement initiatives.
• Support programs focused on growth, succession planning, and business optimization.
• Equip teams with insights and tools to improve advisor conversations and outcomes.
• Establish KPIs and leverage analytics to refine enablement strategies.
• Develop dashboards and reporting for leadership insights.
• Lead creation and governance of advisor-facing content and training.

Skills

Leadership

Analytics

Strategy

Communication

Mentoring

Education

Bachelor's degree

High school diploma (equivalent)

Job description

Osaic is seeking a Vice President, Advisor Engagement - Sales Enablement in the Atlanta area. This senior leadership role drives advisor productivity, growth, and engagement across the enterprise, developing strategies, programs, tools, and training to empower Relationship Leaders and Advisor Engagement teams.

Collaborate with cross-functional leaders to create a scalable enablement framework that enhances advisor experience and delivers measurable business results.