Vice President, Advisory Consulting

🕒 il y a 1 mois

🌵 Arizona, Florida, +2 états de plus – Distant

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

⏰ Temps Plein

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👔 Vice-président

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Osaic

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💸 Finance

🤝 B2B

Finance • B2B

Osaic est l'un des plus grands fournisseurs de solutions de gestion de patrimoine du pays. C'est le foyer d'une communauté diversifiée et axée sur le service, composée de professionnels qui mettent l'accent sur une planification transformative pour l'avenir plutôt que sur des approches transactionnelles. Avec plus de 11 000 professionnels de la finance et plus de 270 institutions financières, Osaic gère des actifs dépassant 700 milliards de dollars. L'entreprise offre un soutien global et des ressources pour aider ses partenaires à améliorer la rentabilité et à atteindre des objectifs commerciaux personnalisés. La communauté d'Osaic repose sur la diversité et la collaboration, offrant des services de courtage et de conseil en investissement par le biais de ses courtiers-négociants et conseillers en investissement enregistrés.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

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