Osaic
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.
Vice President, Regional Advisory Consultant
🕒 June 12
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Osaic
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
• Responsible for driving sales strategy and financial planning adoption for a defined region of advisors • Educating and promoting the benefits of fee-based business • Facilitating adoption of the firm’s advisory technology • Introducing appropriate investment managers based on the client’s needs • Helping advisors grow their overall advisory businesses • Executing a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline • Working closely with internal counterparts to manage sales strategy for the region • Drive impactful interactions and events – inviting the right advisors, creating, and delivering content, managing meeting follow-up • Partnering with investment management companies to deliver collateral, share leads, and co-present
🎯 Requirements
• Master’s Degree preferred • Bachelor’s degree from accredited university in Economics, Finance, Business, or related subjects required • Series 7 required • Ability to travel 50-75% of the time • 5+ years in a similar role • Driven and goal-oriented nature and 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
🏖️ Benefits
• Fully remote role • Availability for regional travel • Collaboration with various investment management companies
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