VP, Advisor Engagement

Relationship Leader Opportunity in Financial Services

Vice President, Advisor Engagement

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remote applicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time, Exempt. 15-40% Travel May Be Required

Salary: $140,000 - $150,000 per year + annual performance bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: .

Summary:

This position will drive the strategy and positive advisor experiences that create value, satisfaction, retention, and growth. The RVP Advisor Engagement is responsible for building strong partnerships with financial professionals and support staff; translating business opportunities into attainable goals and partnering to achieve them along the journey. This role is charged with cultivating relationships with Financial Professionals and creating dedicated partnerships that will deploy growth strategies.

Responsibilities:

• Develop and maintain meaningful relationships with financial professionals throughout their entire journey.
• Proactively engage in growth opportunities for each financial professional in the assigned segment, including goal creation and actionable plans to achieve desired results.
• Understand each business and business owner through a thoughtful discovery and continuous rediscovery process.
• Perform and communicate assessments of the health of a financial professionals’ business across key areas of business development and practice management leveraging business intelligence tools.
• Help financial professionals set realistic, obtainable business goals and devise strategies to help them successfully execute against the goals.
• Increase same store sales, revenue, net new assets, and maintain low attrition through a variety of engagement and consultative initiatives.
• Partner with and support financial professionals through change management initiatives including planning, communicating, and supporting the office related to technology capabilities, product updates, business processing, regulatory changes, etc.
• Drive adoption of the suite of resources, tools and services by aligning these solutions to the financial professional’s needs and readiness to integrate those solutions.
• Delivers information – positive and challenging, with empathy and thoughtful solutions.
• Promote and provide a connection to appropriate subject matter experts to support holistic Financial Planning and Wealth Management concepts and platforms.
• Assist with issue identification and direct resolution to the right area(s). Acts as an advocate in helping financial professionals resolve issues and roadblocks and communicates feedback to the appropriate area.
• Work in partnership across all relationships teams to lead community and connections of like minded businesses.
• Other duties as assigned

Education Requirements:

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required.

Basic Requirements:

• Minimum 10 years of experience in wealth management including familiarity with multiple functions within a firm
• Minimum 5 years of demonstrated results building relationships and delivering impact with Financial Professionals
• Strong communication skills including presentation, written and verbal
• Prior successful experience managing teams
• Experience with evolving technologies of customer operations, tools and platforms
• Demonstrated ability to effect and manage change within an independent financial professional’s business.
• Proven history of results in engaging with financial professional practices and driving positive and productive outcomes.

Preferred Requirements:

• FINRA License(s): Series 6/7 and (63 and 65) or 66, Series 24

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.