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Vice President – Advisory Consulting
Location
Arizona + 3 moreAll locations: Arizona | Florida | Nebraska | Minnesota
Posted
9 days ago
Salary
0
Seniority
Lead
Job Description
Vice President – Advisory Consulting
Osaic
• Responsible for leading the field-based regional sales and consulting efforts • Driving advisor engagement, promoting adoption of the Wealth Management Platform, driving asset shift on platform, and growing advisory assets across the firm • Overseeing regional consultants, collaborating with internal partners, and ensuring alignment between the field and home office sales strategy • Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth • Equip the field with messaging, positioning, and resources needed for effective advisor engagements • Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact • Ensure consistent execution of sales campaigns and initiatives throughout all field regions • Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation • Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits, and advisor events • Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions
Job Requirements
- Master’s Degree preferred; Bachelor’s Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred
- Series 7 required
- Ability to travel up to 75% of the time
- 5+ years in a similar role with 10+ years of experience in related field
- Driven and goal-oriented nature; 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
- Advanced certification; CFP® or CIMA® designation preferred
Benefits
- Professional development through coaching, training, and skill-building
- Recruiting, onboarding, and retention efforts support through field meetings, Home Office Visits, and advisor events
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