VP, Advisor Engagement

Osaic; United States; Ibrido; USD 130.000 - 145.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Descrizione del lavoro

Osaic is seeking a driven VP, Advisor Engagement to lead strategy and execution with financial professionals. The role aims to drive retention, engagement, growth, and satisfaction, building partnerships and translating opportunities into goals.

You will coordinate with resource teams and field experts to deliver decisive outcomes. The position requires deep wealth-management experience, leadership skills, and ability to manage change within independent practices.

Competenze

• 12+ years of wealth management experience across firm functions.
• 5+ years building relationships with financial professionals and delivering measurable impact.
• Strong communication skills, including presentation, written and verbal.

Mansioni

• Develop and maintain relationships with financial professionals throughout lifecycle.
• Identify growth opportunities and set actionable plans with professionals.
• Engage in change management initiatives, including technology adoption and regulatory changes.
• Collaborate with relationship teams to foster community among professionals.

Conoscenze

Relationship building

Communication

Team leadership

Change management

Wealth management

Formazione

Bachelor's degree preferred

High school diploma acceptable

Strumenti

CRM platforms

BI tools

Descrizione del lavoro

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 bedeterminedindividually, based ona number ofjob-related factors, including location, skills, experience, and education.

Our competitive salaries are just onecomponentofOsaic's total compensation package.Additionalbenefitsinclude:health, vision, dental insurance, 401k, vacation and sick time, volunteerdaysand much more. To view more details of what you can look forward to, visit our careerspage:

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.