VP, Advisor Enablement & Growth (Hybrid)

Osaic; Oakdale (MN); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic is seeking a Vice President, Advisor Engagement - Sales Enablement to lead enterprise advisor productivity and growth. This senior leader will develop programs, tools, and training for Relationship Leaders and Advisor Engagement teams to deliver greater value and stronger business results.

The role partners with Marketing, Consulting, Product, and Operations to create a scalable enablement framework, drive engagement, and measure outcomes across the organization.

Qualifications

• 10+ years of experience in sales enablement, advisor engagement, or related leadership roles.
• Experience in financial services, wealth management, or advisor relationship management.
• 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 advisor outcomes.
• Identify opportunities to enhance advisor productivity, growth, retention, and adoption of enterprise solutions.
• Drive consistency in advisor-facing engagement models and consultative business practices.
• Enable Relationship Leaders with business consulting frameworks and growth strategies.
• Partner with Advisor Engagement leadership to strengthen advisor development and engagement initiatives.
• Support enterprise programs focused on advisor growth, succession planning, and affiliation strategies.
• Equip teams with insights and tools that improve advisor conversations and business outcomes.
• Establish and track KPIs tied to advisor growth, engagement, retention, and productivity.
• Leverage analytics to refine enablement strategies and develop dashboards for leadership.

Skills

Sales enablement

Advisor engagement

Leadership

Analytics

Training & coaching

Education

Bachelor’s degree preferred

Job description

Osaic is seeking a Vice President, Advisor Engagement - Sales Enablement to lead enterprise advisor productivity and growth. This senior leader will develop programs, tools, and training for Relationship Leaders and Advisor Engagement teams to deliver greater value and stronger business results.

The role partners with Marketing, Consulting, Product, and Operations to create a scalable enablement framework, drive engagement, and measure outcomes across the organization.