VP, Advisor Engagement — Growth & Retention Leader

Advisor Group Inc.; Scottsdale (AZ); Hybrid; USD 130,000 - 145,000; Full time

Job summary

Osaic is seeking a driven Vice President, Advisor Engagement to lead strategy and execution for financial professionals served, driving retention, engagement, growth, and satisfaction. This role builds partnerships with advisors, translating opportunities into actionable goals, and aligning resources and teams to deliver impact.

The position focuses on strengthening relationships, identifying growth opportunities, and guiding initiatives across the Advisor Engagement function, with extensive

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.
• Bachelor’s degree preferred; high school diploma (or equivalent) with significant practical experience considered.

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.

Skills

Communication

Team management

Change management

Wealth management

Tech in ops

Education

Bachelor's degree preferred

High school diploma required

Tools

FINRA Licenses: Series 6/7, 63/65, 66, 24

Job description

Osaic is seeking a driven Vice President, Advisor Engagement to lead strategy and execution for financial professionals served, driving retention, engagement, growth, and satisfaction. This role builds partnerships with advisors, translating opportunities into actionable goals, and aligning resources and teams to deliver impact.

The position focuses on strengthening relationships, identifying growth opportunities, and guiding initiatives across the Advisor Engagement function, with extensive