VP, Advisor Engagement - Sales Enablement

Osaic, Inc.; Saint Petersburg (FL); Híbrido; USD 130.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Descripción de la vacante

Osaic seeks a Vice President of Advisor Engagement - Sales Enablement to lead enterprise-level advisor enablement, growth, and engagement initiatives. The role partners with Advisor Engagement, Consulting, Marketing, Product, and Operations to scale enablement programs and impact outcomes.

The candidate will drive KPIs, develop scalable processes, and lead a high-performing enablement team to improve advisor productivity and business results, with 15–40% travel and a hybrid in-office schedule.

Formación

• 10+ years of leadership in sales enablement, advisor engagement, or related roles.
• Experience in financial services, wealth management, or advisor relationships is preferred.
• Strong analytical, communication, and stakeholder management skills.

Responsabilidades

• Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth.
• Develop scalable playbooks, tools, and resources for Relationship Leaders and Advisor Engagement teams.
• Drive advisor productivity, retention, and growth through training and program design.
• Lead content creation and governance for advisor-facing materials and leader resources.
• Partner with Marketing, Consulting, Product, Operations, and Business Development to align enablement programs with priorities.

Conocimientos

Sales enablement

Advisor engagement

Leadership

Analytics

Cross-functional collaboration

Descripción del empleo

Vice President, Advisor Engagement - Sales Enablement

Relationship Leader Opportunity in Financial Services

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

Remoteapplicants 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-remoteemployees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open toremoteapplicants 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: $ 13 0 , 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.

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.