VP, Advisor Engagement

🔥 12 hours ago

🌵 Arizona, Florida, +2 more states – Remote

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

💵 $130k - $145k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 maintain meaningful relationships with financial professionals throughout their lifecycle through regular service models, visits, meetings, and calls • Identify and proactively engage in growth opportunities, including goal setting and actionable plans • Conduct discovery and continuous rediscovery of each business and its owner • Assess and communicate business health across key areas using business intelligence tools • Help financial professionals set attainable business goals and create execution strategies • Drive same-store sales, revenue growth, net new assets, and low attrition through engagement and consultative initiatives • Support change management initiatives, including technology adoption, product updates, business processes, and regulatory changes • Promote adoption of resources, tools, and services aligned to professionals’ needs and readiness • Deliver information with empathy and actionable solutions • Connect financial professionals to subject matter experts for holistic financial planning and wealth management support • Assist with issue identification and resolution, advocate for financial professionals, and communicate feedback • Collaborate across relationship teams to foster community and connections among like-minded businesses • Perform other duties as assigned

🎯 Requirements

• High school diploma (or equivalent) is required; significant practical experience may be considered in lieu of a degree • Minimum 12 years of experience in wealth management, with familiarity across multiple firm functions • At least 5 years of proven success building relationships and delivering measurable impact with financial professionals • Strong communication skills—presentation, written, and verbal • Prior experience managing teams successfully • Knowledge of evolving technologies in customer operations, tools, and platforms • Demonstrated ability to manage change within independent financial professional businesses • Proven track record of driving positive outcomes in financial professional practices • FINRA Licenses: Series 6/7 and (63 and 65) or 66, Series 24 preferred • 15-40% travel may be required

🏖️ Benefits

• health, vision, dental insurance • 401k • vacation and sick time • volunteer days