VP, Advisor Engagement

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

Benefits offered by this job

Health insurance

401(k)

Vacation and sick time

Annual bonus

Job summary

Osaic is seeking a Vice President of Advisor Engagement in Atlanta to drive strategy and execution within the financial services field. This role focuses on building strong partnerships with financial professionals and enhancing satisfaction and growth.

The ideal candidate will have a minimum of 12 years in wealth management and a proven track record of success in financial relationships.

Qualifications

• Minimum 12 years of experience in wealth management.
• At least 5 years of proven success with financial professionals.
• Strong communication skills—presentation, written, and verbal.

Responsibilities

• Develop and maintain relationships with financial professionals.
• Identify growth opportunities and create actionable plans.
• Conduct thoughtful discovery of each business.

Skills

Relationship building

Communication skills

Change management

Business intelligence tools

Education

Bachelor's degree preferred

High school diploma (or equivalent)

Job description

Current Employees and Contractors Apply Here

Relationship Leader Opportunity in Financial Services

Vice President, Advisor Engagement

Location:

• 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. 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.

Role Type

Full‑time, Exempt. 15–40% Travel May Be Required

Compensation and Benefits

Salary: $130,000 – $160,000 per year + annual bonus (actual compensation will be determined individually based on location, skills, experience, and education).

Additional benefits include health, vision, dental insurance, 401(k), vacation and sick time, volunteer days and more. Visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary

We are looking for a driven and motivated individual to join our Advisor Engagement team. The VP, Advisor Engagement will drive strategy and execution within the field of financial professionals they serve, aiming to drive retention, engagement, growth, and overall satisfaction. This role builds strong partnerships with financial professionals, translates business opportunities into actionable goals, and drives deep engagement between Osaic resource teams and the field. This role will report directly to the SVP of Advisor Engagement for Enterprises.

Education Requirements

Bachelor's degree preferred; high school diploma (or equivalent) with significant practical experience considered in lieu of degree. High school diploma (or equivalent) is required.

Responsibilities

• Develop and maintain meaningful relationships with financial professionals throughout their lifecycle, having regular service model visits, meetings, and calls.
• Identify and proactively engage in growth opportunities for assigned financial professionals, including goal setting and actionable plans.
• Conduct thoughtful discovery and continuous rediscovery of each business and its owner.
• Assess and communicate the health of financial professionals' businesses across key areas using business intelligence tools.
• Help financial professionals set realistic, attainable business goals and create strategies for successful execution.
• Drive same‑store sales, revenue growth, net new assets, and maintain low attrition through engagement and consultative initiatives.
• Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
• Promote and drive adoption of resources, tools, and services aligned to each professional's needs and readiness.
• Deliver information—both positive and challenging—with empathy and actionable solutions.
• Connect financial professionals to subject matter experts for holistic financial planning and wealth management support.
• Assist with issue identification and resolution, acting as an advocate and communicating feedback to the appropriate areas.
• Collaborate across relationship teams to foster community and connections among like‑minded businesses.
• Perform other duties as assigned.

Basic Requirements

• Minimum 12 years of experience in wealth management, with familiarity across multiple firm functions.
• At least 5 years of proven success building relationships and delivering measurable impact with financial professionals.
• Strong communication skills—presentation, written, and verbal.
• Prior experience managing teams successfully.
• Knowledge of evolving technologies in customer operations, tools, and platforms.
• Demonstrated ability to manage change within independent financial professional businesses.
• Proven track record of driving positive outcomes in financial professional practices.

Preferred Requirements

• FINRA Licenses: Series 6/7 and (63 and 65) or 66, Series 24.