Vice President, Advisory Consulting

🕒 June 26

🌵 Arizona, Florida, +2 more states – Remote

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

⏰ Full Time

🔴 Lead

👔 Vice President

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

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