Vice President, Advisory Consulting

🕒 Junho 26

🌵 Arizona, Florida, +2 estados a mais – Remoto

🌵 Arizona – Remote 🐊 Florida – Remote 🌾 Nebraska – Remote ❄️ Minnesota – Remote

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

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Osaic

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

Finance • B2B

A Osaic é uma das maiores provedoras de soluções de gestão de riqueza do país. É o lar de uma comunidade diversa e orientada para o serviço de profissionais que enfatizam o planejamento transformador para o futuro em vez de abordagens transacionais. Com mais de 11. 000 profissionais financeiros e mais de 270 instituições financeiras, a Osaic gerencia ativos que excedem $700 bilhões. A empresa oferece suporte abrangente e recursos para ajudar seus parceiros a aumentar a lucratividade e alcançar objetivos de negócios personalizados. A comunidade da Osaic é construída com base na diversidade e colaboração, oferecendo serviços de corretagem e consultoria de investimentos por meio de seus corretores e consultores de investimento registrados.

Descrição

• Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth • Equip the field with messaging, positioning, and resources needed for effective advisor engagements • Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact • Ensure consistent execution of sales campaigns and initiatives throughout all field regions • Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation • Lead field efforts in driving the brokerage-to-advisory transition and expanding use of the Wealth Management Platform • Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events • Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions • Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps • Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs

🎯 Requisitos

• Master’s Degree preferred; Bachelor’s Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred • Series 7 required • Ability to travel up to 75% of the time • 5+ years in a similar role with 10+ years of experience in related field • Driven and goal-oriented nature; enthusiastic, sales-focused personality • Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies • Ability to introduce a complex subject matter in clear articulate fashion • Ability to work independently with high level of organization and time management skills • Deep experience working directly with financial advisors • Familiarity with using a client relationship management program • Advanced certification; CFP® or CIMA® designation preferred

🏖️ Benefícios

• Professional development through coaching, training, and skill-building • Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs • Flexible work arrangements