VP, Advisor Growth & Enablement - Hybrid/Remote

Osaic, Inc.; Saint Petersburg (FL); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Sales enablement

Advisor engagement

Leadership

Analytics

Cross-functional collaboration

Job description

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.