VP, Advisor Engagement

Advisor Group; Scottsdale (AZ); Hybrid; USD 130,000 - 145,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

Osaic is seeking a driven VP, Advisor Engagement to lead strategy and execution for financial professionals, aiming to increase retention, engagement, growth, and satisfaction. The role builds partnerships between professionals and Osaic resource teams to translate opportunities into actionable goals and robust engagement.

Responsibilities include managing a relationship-focused program, driving growth and adoption of resources, and collaborating across teams to deliver superior client outcomes

Qualifications

• Minimum 12 years of wealth management experience.
• At least 5 years of proven success building relationships with financial professionals.
• Strong communication—presentation, written and verbal.
• Prior experience managing teams.
• Knowledge of evolving customer operations technologies.
• Ability to drive outcomes and manage change in independent FP practices.
• FINRA licenses (6/7, 63/65 or 66, 24) preferred.

Responsibilities

• Develop and maintain meaningful relationships with financial professionals.
• Identify growth opportunities and create actionable plans.
• Conduct discovery and rediscovery of each business and owner.
• Assess business health using BI tools.
• Help professionals set realistic goals and execution strategies.
• Drive revenue growth, assets and reduce attrition through engagement.
• Support with change management, tech adoption, product updates.
• Coordinate with subject matter experts for wealth planning.

Skills

Wealth management

Relationship building

Communication skills

Team management

Change management

Technology adoption

Education

Bachelor’s degree

High school diploma

Job description

Relationship Leader Opportunity in Financial Services

Vice President, Advisor Engagement

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, 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

Remoteapplicants 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-remoteemployees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open toremoteapplicants for this position.

Role Type: Full-time, Exempt. 15-40% Travel May Be Required

Salary: $130,000 - $145,000 per year + annual performance based bonus

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.

Benefits:

• health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

To view more details of what you can look forward to, 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 role 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.

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 a regular service model or 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.

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.