VP, Advisory Consulting — Wealth Platform Growth (Remote)

Osaic; Fort Lauderdale (FL); On-site; USD 150,000 - 200,000; Full time

Job summary

Osaic is looking for a Vice President of Advisory Consulting to lead field-based sales initiatives and ensure the growth of advisory assets. This role involves mentoring a team, overseeing strategic planning, and engaging with high-value advisors.

The ideal candidate will have significant sales experience in financial services and the ability to develop strong relationships with financial advisors. A Master's degree is preferred, along with Series 7 certification.

Qualifications

• 5+ years in a similar role with 10+ years of related experience.
• Extensive knowledge of advisory platforms and wealth management concepts.
• Ability to clearly introduce complex subject matter.

Responsibilities

• Lead and mentor a team of regional sales consultants.
• Oversee territory planning and execution of sales campaigns.
• Deepen relationships with high-value advisors.

Skills

Sales-focused personality

Ability to travel up to 75%

Deep experience with financial advisors

Strong organizational skills

Education

Master's Degree preferred

Bachelor's Degree in Economics, Finance, Business or related

Tools

Client Relationship Management (CRM)

Job description

Osaic is looking for a Vice President of Advisory Consulting to lead field-based sales initiatives and ensure the growth of advisory assets. This role involves mentoring a team, overseeing strategic planning, and engaging with high-value advisors.

The ideal candidate will have significant sales experience in financial services and the ability to develop strong relationships with financial advisors. A Master's degree is preferred, along with Series 7 certification.