AVP, Employer Plan Consulting

Advisor Group•La Vista, MN

10d•$100,000 - $125,000•Hybrid

About The Position

The AVP, Employer Plan Consulting plays a pivotal role in driving growth and profitability across the employer retirement plan business. Responsibilities include creating Osaic’s retirement-to-wealth strategy, consulting on ERISA and non-ERISA plans, fostering partner relationships, and promoting subscription services. This role also involves leadership of the Employer Plan Consulting team, collaborating with internal/external partners, and driving automation of sales processes.

Requirements

7+ years in the securities industry; 3+ years with ERISA and employer retirement plans.
FINRA Series 7 license.
Strong consultative communication and relationship management skills.
Proficiency in financial planning concepts and industry terminology.
Ability to manage multiple priorities and work independently.
Bachelor’s Degree from accredited university in Finance, Business, Marketing or other related field required.

Nice To Haves

FINRA Series 66 (or 65 and 63)
CPFA, NQPC, AIFA Designations
Life & Annuity License

Responsibilities

Create, implement and promote a retirement-to-wealth strategy at Osaic building on the existing Networ(k) program. Candidates should have considerable, demonstrated experience in creating such a strategy.
Advise FPs on optimal plan design and provider selection for ERISA and non-ERISA plans.
Promote RPAG and other subscription services; onboard and support new RPAG members.
Deliver virtual and in-person presentations to promote team resources and the Networ(k) program.
Support recruiting efforts by demonstrating team capabilities and articulating Osaic’s value proposition.
In collaboration with the Osaic Partner Relations team, maintain and deepen relationships with strategic partners through regular meetings and collaborative initiatives.
Assist in the facilitation of strategic partner involvement in Osaic events (ConnectED, Retirement Solutions Summit).
Keep Employer Plan landing page and partner data current and accessible.
Participate in partner due diligence and roundtable events.
Manage relationships and contracts with vendors such as ERISApedia, RPAG, Retirement Learning Center/October Three.
Promote platforms for prospecting, reporting, and participant support (e.g., BidMoni, RPAG, ERISApedia, Your Money Line).
Ensure data accuracy and integration across platforms and recordkeepers.
Maintain service levels by actively participating in call queues and monitoring team inboxes.
Log interactions in Salesforce and manage advisor scheduling via OnceHub.
Generate and analyze reports using Genesys and other internal tools.
Collaborate with compliance and supervision teams to streamline documentation and onboarding processes.
Lead and grow advisor communities such as GenK and The Networ(k).
Guide and run the Employer Plan Council in strategic direction and initiative prioritization.
Expand educational offerings including CPFA, CPSP, and (k)RS designations.
Support NAPA award nominations and industry recognition efforts.
Plan and execute the Employer Plan Summit and sessions at ConnectED, Osaic’s national advisor conference.
Coordinate partner participation and communicate agendas to stakeholders.
Represent Osaic at industry events (NAPA, TRAU, RPAG Conference, Retirement Leadership Forum).