VP, Advisor Engagement – Sales Enablement

🔥 0 minutes ago

🌵 Arizona, Florida, +2 more states – Remote

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

💵 $130k - $160k / year

⏰ Full Time

🔴 Lead

📊 Sales Operations

👻 Ghost score 0%

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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

• Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth objectives • Develop scalable frameworks, playbooks, tools, and resources for Relationship Leaders and Advisor Engagement teams • Identify opportunities to improve advisor productivity, business growth, retention, and enterprise solution adoption • Drive consistency in advisor-facing engagement models and consultative business practices • Enable Relationship Leaders with business consulting frameworks, growth strategies, and advisor practice management resources • Partner with Advisor Engagement leadership on advisor development, retention, and engagement initiatives • Support programs focused on advisor growth, succession planning, affiliation strategies, and business optimization • Establish and track KPIs related to advisor growth, engagement, retention, productivity, and solution adoption • Leverage analytics, advisor feedback, and business insights to refine enablement strategies • Develop dashboards and reporting for leadership • Measure enablement initiative effectiveness and recommend enhancements • Oversee advisor-facing and Relationship Leader-facing content, tools, and presentations • Design and deliver enablement programs covering consulting skills, business acumen, growth planning, and advisor development • Lead onboarding and ongoing professional development for Advisor Engagement teams • Ensure consistent, high-quality messaging across advisor engagement channels • Partner with Marketing, Consulting, Product, Operations, and Business Development teams • Advise senior leadership on advisor engagement effectiveness, productivity, and growth opportunities • Lead and develop a high-performing enablement team • Champion advisor-centricity, accountability, and execution excellence

🎯 Requirements

• High school diploma (or equivalent) is required • Bachelor’s degree preferred • 10+ years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or related leadership roles • Experience in financial services, wealth management, advisor consulting, or advisor relationship management • Demonstrated track record of driving advisor growth, retention, productivity, and business performance outcomes • Strong leadership experience with proven ability to build and scale high-performing teams • Experience designing and implementing training, coaching, and enablement programs • Strong analytical, communication, and stakeholder management skills • Preferred: FINRA License(s): Series 6/7, 65/66 • Preferred experience in wealth management, advisor consulting, or practice management • Preferred experience building and leading enterprise enablement functions • Preferred experience supporting advisor growth initiatives, succession planning, business optimization, and strategic consulting programs • 15-40% travel may be required

🏖️ Benefits

• Health insurance • Vision insurance • Dental insurance • 401k • Paid time away • Volunteer days • Vacation and sick time