VP, Advisor Engagement & Sales Enablement

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Vice President, Advisor Engagement - Sales Enablement to drive global advisor productivity and growth. This senior leader will design programs, tools, and training for Relationship Leaders and Advisor Engagement teams, delivering measurable business results.

The role collaborates with cross-functional leadership to create a scalable enablement framework, while fostering advisor-centricity and continuous improvement across the organization.

Qualifications

• 10+ years of experience in sales enablement or related leadership roles.
• Experience in financial services, wealth management, advisor consulting, or advisor relationship management.
• Strong leadership experience with proven ability to build and scale high-performing teams.

Responsibilities

• 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.
• Establish KPIs and analytics to measure advisor growth, engagement, retention, and productivity.
• Oversee creation and governance of advisor-facing content, tools, and presentations; deliver enablement programs for growth.
• Partner with Marketing, Consulting, Product, Operations, and Business Development to align enablement with enterprise priorities.

Skills

Sales enablement

Advisor engagement

Leadership

Consulting

Business development

Stakeholder management

Education

Bachelor’s degree preferred

High school diploma required

Job description

Osaic is seeking a Vice President, Advisor Engagement - Sales Enablement to drive global advisor productivity and growth. This senior leader will design programs, tools, and training for Relationship Leaders and Advisor Engagement teams, delivering measurable business results.

The role collaborates with cross-functional leadership to create a scalable enablement framework, while fostering advisor-centricity and continuous improvement across the organization.