VP, Advisor Engagement & Growth

Osaic; La Vista (NE); 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 highly experienced VP, Advisor Engagement to drive strategy and execution for financial professionals served by the company. The role aims to enhance retention, engagement, growth, and overall satisfaction by building strong partnerships and translating opportunities into goals.

It requires coordinating with resource teams and field staff to ensure holistic support. The role emphasizes relationship-building, strategic planning, and execution across multiple offices with a

Qualifications

• Minimum 12 years of experience in wealth management.
• At least 5 years of proven success building relationships 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.

Responsibilities

• Develop and maintain meaningful relationships with financial professionals throughout their lifecycle through regular service, visits, meetings, and calls.
• Identify and proactively engage in growth opportunities for assigned professionals, including goal setting and actionable plans.
• Conduct thoughtful discovery and rediscovery of each business and its owner.
• Assess and communicate the health of professionals' businesses using BI tools.
• Help professionals set realistic, attainable business goals and create strategies for successful execution.
• Drive same-store sales, revenue growth, and asset growth while maintaining low attrition through engagement.
• Support professionals through change management initiatives, including technology adoption and regulatory changes.
• Promote adoption of resources, tools, and services aligned to each professional's needs.
• Deliver information with empathy and actionable solutions.
• Connect professionals to subject matter experts for wealth planning support.
• Assist with issue identification and resolution, and communicate feedback to stakeholders.
• Collaborate across teams to foster community among businesses.
• Perform other duties as assigned.

Skills

Relationship building

Communication

Leadership

Change management

Wealth management knowledge

Team management

Financial services terminology

Education

Bachelor's degree preferred

High school diploma or equivalent

Tools

CRM systems

Business intelligence tools

Job description

Osaic is seeking a highly experienced VP, Advisor Engagement to drive strategy and execution for financial professionals served by the company. The role aims to enhance retention, engagement, growth, and overall satisfaction by building strong partnerships and translating opportunities into goals.

It requires coordinating with resource teams and field staff to ensure holistic support. The role emphasizes relationship-building, strategic planning, and execution across multiple offices with a