VP, 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. 15-30% Travel May Be Required

Salary: $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. 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.

Summary:

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 is pivotal building and maintaining strong client relationships and driving growth for Osaic clients. 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.

Education Requirements:

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

Responsibilities:

Client Relationship Management

• Build and maintain strong, long-lasting client relationships with employee channel clients
• Act as the primary point of contact for clients, addressing their needs and concerns.
• Understand and anticipate client requirements and proactively provide solutions.
• Ensure client satisfaction and loyalty through effective communication and problem-solving.
• Communication with advisors regarding Osaic service offering and lead change management strategies as needed.
• Assist with onboarding of new advisors, providing comprehensive orientations and explaining services.

Client Account Management:

• Monitor and analyze key performance indicators (KPIs) to make data-driven decisions.
• Monitor client relationships, track engagement and program adoption, and address service-related inquiries.
• Identify opportunities for upselling or cross-selling services to existing clients.
• Prepare and deliver regular reports to clients on their account status and performance.

Data Analysis and Reporting:

• Collect and analyze data to make informed decisions and recommendations.
• Generate reports on operational performance, client satisfaction, and key metrics.
• Share insights and propose strategies for continuous improvement.

Employee Channel Leader:

• 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.
• Other duties as assigned.

Basic Requirements:

• Minimum 10 years of experience in wealth management including familiarity with multiple functions within a firm
• Minimum 7 years of demonstrated results building capabilities and driving growth with Advisors and/or teams directly
• Strong leadership and team management skills.
• Strong communication skills including presentation, written and verbal
• Analytical and problem-solving capabilities.
• 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.
• Ability to adapt to changing priorities and work in a fast-paced environment.

Preferred Requirements:

• FINRA Licenses: FINRA License(s): 7, 24, 66 (63/65)