VP, Advisor Engagement & Growth

Osaic; United States; 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 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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship building

Communication

Team leadership

Change management

Wealth management

Education

Bachelor's degree preferred

High school diploma acceptable

Tools

CRM platforms

BI tools

Job description

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.