VP, Advisor Engagement & Growth (Hybrid/Remote)

Osaic; Scottsdale (AZ); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid vacation and sick time

Volunteer days

Job summary

Osaic is seeking a Vice President of Advisor Engagement in Scottsdale, Arizona. This full-time position emphasizes developing strong partnerships with financial professionals and driving retention, engagement, and growth.

The successful candidate will navigate challenges using empathy and actionable solutions while working closely with teams to enhance financial professionals' business performance through strategic support.

The role includes a hybrid work model and competitive compensation, including a salary between $130,000 and $160,000 annually.

Qualifications

• Minimum 12 years experience in wealth management.
• At least 5 years of success with financial professionals.
• Strong communication and team management skills.

Responsibilities

• Develop and maintain relationships with financial professionals.
• Identify growth opportunities for financial professionals.
• Conduct comprehensive assessments of business health.
• Drive sales, revenue growth, and engagement.
• Collaboration across relationship teams.

Skills

Wealth management experience

Relationship building

Communication skills

Change management

Business intelligence tools

Education

Bachelor's degree preferred

Job description

Osaic is seeking a Vice President of Advisor Engagement in Scottsdale, Arizona. This full-time position emphasizes developing strong partnerships with financial professionals and driving retention, engagement, and growth.

The successful candidate will navigate challenges using empathy and actionable solutions while working closely with teams to enhance financial professionals' business performance through strategic support.

The role includes a hybrid work model and competitive compensation, including a salary between $130,000 and $160,000 annually.