Career Profile

VP, Advisor Engagement

Atlanta, GA · Vp · Full-time

Sponsorship not specified$215k-$240kDetected 7 days ago

Data AnalysisAccount ManagementBusiness DevelopmentLeadershipCommunicationProblem Solving

About the role

N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 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.

Build and maintain strong, long-lasting client relationships with employee channel clients
Communication with advisors regarding Osaic service offering and lead change management strategies as needed.
Prepare and deliver regular reports to clients on their account status and performance.
Implement and support custodial referral programs, including Schwabe and Fidelity, in partnership with Business Development teams.
Work in partnership across all relationships teams to lead community and connections of like-minded businesses.
Collaborate with cross-functional teams to improve processes and resolve operational issues and implement strategic initiatives.
Minimum 7 years of demonstrated results building capabilities and driving growth with Advisors and/or teams directly
Demonstrated ability to effect and manage change within an independent financial professional's business.
This role is pivotal building and maintaining strong client relationships and driving growth for Osaic clients.

Minimum of high school diploma or equivalent is required.
Minimum 10 years of experience in wealth management including familiarity with multiple functions within a firm
Experience with evolving technologies of customer operations, tools and platforms
Proven history of results in engaging with financial professional practices and driving positive and productive outcomes.
Ability to adapt to changing priorities and work in a fast-paced environment.

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.

$215,000 - $240,000 per year + annual performance-based 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.
This role will be responsible for partnering with multiple parts of the organization, operations, compliance, technology, products, and compensation to ensure client and firm satisfaction and growth.

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: Osaic Benefits.
Education Requirements:

We are seeking a highly motivated and experienced Advisory Leader with demonstrated results driving business development and client engagement to join our team.
This role will be responsible for partnering with multiple parts of the organization, operations, compliance, technology, products, and compensation to ensure client and firm satisfaction and growth.

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