VP, Advisor Engagement & Growth (Hybrid/Remote)

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

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.