VP, Advisor Engagement

Advisor Group•Atlanta, GA

14h•Hybrid

About The Position

Osaic is seeking a highly motivated and experienced Advisory Leader with demonstrated results in driving business development and client engagement to join their team. This role is pivotal in building and maintaining strong client relationships and driving growth for Osaic clients. The VP, Advisor Engagement will be responsible for partnering with multiple parts of the organization, including operations, compliance, technology, products, and compensation, to ensure client and firm satisfaction and growth. The role involves client relationship management, client account management, data analysis and reporting, and serving as an Employee Channel Leader. This is a full-time, exempt position with potential for remote applicants, though non-remote employees must adhere to a hybrid schedule requiring a minimum of 4 days weekly in the office. Travel may be required.

Requirements

Minimum of high school diploma or equivalent is required.
Minimum of 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.

Nice To Haves

Bachelor’s degree preferred.
FINRA License(s): 7, 24, 66 (63/65)

Responsibilities

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.
Communicate with advisors regarding Osaic service offerings and lead change management strategies as needed.
Assist with onboarding of new advisors, providing comprehensive orientations and explaining services.
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.
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.
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.