SVP, Advisor Engagement

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🔥 1 hour ago

🌵 Arizona, Florida, +2 more states – Remote

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

💵 $200k - $300k / year

⏰ 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

• Develop and execute the strategic vision for Advisor Engagement, aligning resources and capabilities to enterprise growth objectives • Lead initiatives improving advisor productivity, business growth, retention, and satisfaction • Establish engagement strategies positioning Relationship Leaders as trusted business consultants and strategic advisors • Champion advisor outcomes, accountability, continuous improvement, and operational excellence • Manage divisional performance, financial results, and strategic investments • Lead and develop Advisor Engagement teams and establish consistent engagement frameworks and coaching models • Drive the evolution of Relationship Leaders into business consultants influencing advisor business outcomes • Establish standards, best practices, and success metrics for engagement quality and advisor impact • Partner with advisors on practice growth, profitability, operational efficiency, client acquisition, business continuity, and succession planning • Drive utilization of Osaic business solutions, consulting services, platforms, and strategic resources • Identify advisor needs and collaborate across the enterprise on innovative solutions • Support business transformation and organizational change management • Gather, analyze, and operationalize advisor feedback to improve the advisor experience • Synthesize qualitative and quantitative insights into recommendations for executive leadership • Influence enterprise priorities, investments, and strategic initiatives on behalf of advisors • Drive growth through consultative engagement, solution adoption, asset retention, and advisor business development • Establish and monitor KPIs for advisor growth, satisfaction, retention, productivity, and engagement effectiveness • Use data, analytics, and market intelligence to identify opportunities, risks, and emerging needs • Ensure accountability for business objectives and advisor outcomes • Lead advisor councils, communities, and networking forums • Build partnerships across Consulting, Marketing, Product, Operations, Technology, Business Development, and Wealth Management • Sponsor advisor-facing events, conferences, leadership councils, and growth-focused programs • Monitor industry trends, advisor business models, competitive dynamics, and emerging opportunities

🎯 Requirements

• Bachelor’s degree from an accredited university required • Minimum 15 years of wealth management industry experience with broad functional knowledge across advisor-facing disciplines • Minimum 10 years of demonstrated success leading advisor relationships and driving measurable business results • Minimum 7 years leading large advisor engagement, relationship management, practice management, consulting, or business development organizations • Proven ability to influence advisor growth, retention, business outcomes, and strategic solution adoption • Experience developing and leading high-performing advisor-facing teams • Strong executive presence • Exceptional communication, coaching, facilitation, and leadership skills • Demonstrated success leading organizational transformation, change management, and strategic initiatives • Strong analytical and business acumen skills • Experience using advisor and business performance data to drive decision-making • 15–40% travel may be required

🏖️ Benefits

• Annual bonus • Health insurance • Vision insurance • Dental insurance • 401(k) • Vacation time • Sick time • Volunteer days