VP, Advisor Engagement - Sales Enablement

Osaic; La Vista (NE); Hybrid; USD 130.000 - 160.000; Vollzeit

Benefits dieser Stelle

Health insurance

401k

Paid time away

Volunteer days

Zusammenfassung

Osaic is seeking a Vice President, Advisor Engagement - Sales Enablement to lead enterprise-wide advisor productivity, growth, and engagement. The role will design programs, tools, and training enabling Relationship Leaders and Advisor Engagement teams to deliver greater value to advisors and strengthen business relationships.

The leader will partner across Advisor Engagement, Consulting, Marketing, Product, and Operations to create a scalable enablement framework that drives measurable results

Qualifikationen

• 10+ years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or related leadership roles.
• Experience in financial services, wealth management, advisor consulting, or advisor relationship management.
• Strong leadership and stakeholder-management skills.

Aufgaben

• Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth objectives.
• Develop scalable frameworks, playbooks, tools, and resources to improve advisor outcomes.
• Identify opportunities to enhance advisor productivity, retention, and adoption of enterprise solutions.
• Drive consistency in advisor-facing engagement models and consultative business practices.
• Enable Relationship Leaders with business consulting frameworks and growth strategies.
• Partner with Advisor Engagement leadership to strengthen advisor development and retention initiatives.
• Support enterprise programs focused on advisor growth, succession planning, and business optimization.
• Equip teams with insights and tools that improve advisor conversations and business outcomes.
• Establish and track KPIs tied to advisor growth, engagement, and productivity.

Kenntnisse

Sales enablement

Advisor engagement

Practice management

Consulting

Business development

Leadership

Ausbildung

Bachelor’s degree preferred

Jobbeschreibung

Relationship Leader Opportunity in Financial Services

Vice President, Advisor Engagement - Sales Enablement

Location(s)

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
• La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
• St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remote applicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time, Exempt. 15-40% Travel May Be Required

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Salary: $130,000 - $160,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary

The Vice President (VP), Sales Enablement is a senior leadership role responsible for driving advisor productivity, growth, and engagement across the enterprise. This leader will develop and execute strategies, programs, tools, and training that enable Relationship Leaders and Advisor Engagement teams to deliver greater value to advisors, strengthen business relationships, and accelerate advisor growth outcomes.

This role partners closely with Advisor Engagement, Consulting, Marketing, Business Development, Product, and Operations leadership to create a scalable enablement framework that enhances advisor experience, supports business growth initiatives, and drives measurable business results.

Education Requirements

Bachelor’s degree preferred; high school diploma (or equivalent) with significant practical experience considered in lieu of degree. High school diploma (or equivalent) is required.

Responsibilities

Advisor Growth & Enablement Strategy

• Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth objectives.
• Develop scalable frameworks, playbooks, tools, and resources that help Relationship Leaders and Advisor Engagement teams improve advisor outcomes.
• Identify opportunities to enhance advisor productivity, business growth, retention, and adoption of enterprise solutions.
• Drive consistency in advisor-facing engagement models and consultative business practices.

Relationship Leader & Advisor Engagement Support

• Enable Relationship Leaders with business consulting frameworks, growth strategies, and advisor practice management resources.
• Partner with Advisor Engagement leadership to strengthen advisor development, retention, and engagement initiatives.
• Support enterprise programs focused on advisor growth, succession planning, affiliation strategies, and business optimization.
• Equip teams with insights and tools that improve advisor conversations and business outcomes.

Performance & Analytics

• Establish and track key performance indicators (KPIs) tied to advisor growth, engagement, retention, productivity, and solution adoption.
• Leverage analytics, advisor feedback, and business insights to continuously refine enablement strategies and programs.
• Develop dashboards and reporting that provide actionable insights to leadership.
• Measure effectiveness of enablement initiatives and recommend enhancements based on performance results.

Content, Training & Learning Leadership

• Oversee creation and governance of advisor-facing and Relationship Leader-facing content, tools, and presentations.
• Design and deliver enablement programs that strengthen consulting skills, business acumen, growth planning, and advisor development capabilities.
• Lead onboarding and ongoing professional development for Advisor Engagement teams.
• Ensure consistency, quality, and alignment of messaging across all advisor engagement channels.

Cross-Functional Leadership

• Partner with Marketing, Consulting, Product, Operations, and Business Development teams to align enablement programs with enterprise priorities.
• Serve as a strategic advisor to senior leadership on advisor engagement effectiveness, productivity, and growth opportunities.
• Lead and develop a high‑performing enablement team focused on continuous improvement and business impact.
• Champion a culture of advisor-centricity, accountability, and execution excellence

Basic Requirements

• 10+ years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or related leadership roles.
• Experience in financial services, wealth management, advisor consulting, or advisor relationship management.
• Demonstrated track record of driving advisor growth, retention, productivity, and business performance outcomes.
• Strong leadership experience with proven ability to build and scale high-performing teams.
• Experience designing and implementing training, coaching, and enablement programs.
• Strong analytical, communication, and stakeholder management skills.

Preferred Requirements

• FINRA License(s): Series 6/7, 65/66.
• Experience in wealth management, advisor consulting, or practice management.
• Experience building and leading enterprise enablement functions.
• Experience supporting advisor growth initiatives, succession planning, business optimization, and strategic consulting programs.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.