VP, Advisor Engagement

Advisor Group•Scottsdale, AZ

About The Position

Osaic is seeking a driven and motivated VP, Advisor Engagement to lead strategy and execution for a field of financial professionals. The role focuses on improving retention, engagement, growth, and overall satisfaction. The VP builds strong partnerships with financial professionals, translates business opportunities into actionable goals, and deepens engagement between Osaic resource teams and the field. The position is full-time and exempt, with 15–40% travel potentially required. It may be based at one of the listed Osaic offices or, given the regional and travel requirements, may be considered for remote applicants. Non-remote employees must work in the office at least four days per week under Osaic’s hybrid schedule. A high school diploma or equivalent is required. A bachelor’s degree is preferred, though significant practical experience may be considered in lieu of a degree.

Requirements

At least 12 years of experience in wealth management, with familiarity across multiple firm functions.
At least 5 years of proven success building relationships with financial professionals and delivering measurable impact.
Strong presentation, written, and verbal communication skills.
Prior experience successfully managing teams.
Knowledge of evolving technologies in customer operations, tools, and platforms.
Demonstrated ability to manage change within independent financial professional businesses.
A proven track record of driving positive outcomes in financial professional practices.
High school diploma or equivalent.

Nice To Haves

Bachelor’s degree.
FINRA licenses: Series 6 or 7; Series 63 and 65 or Series 66; and Series 24.

Responsibilities

Develop and maintain meaningful relationships with financial professionals throughout their lifecycle through regular service, visits, meetings, and calls.
Identify and proactively pursue growth opportunities for assigned financial professionals, including goal setting and actionable plans.
Conduct thoughtful discovery and ongoing rediscovery of each business and its owner.
Assess and communicate the health of financial professionals’ businesses across key areas using business intelligence tools.
Help financial professionals set realistic, attainable business goals and develop strategies for successful execution.
Drive same-store sales, revenue growth, and net new assets while maintaining low attrition through engagement and consultative initiatives.
Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
Promote and drive adoption of resources, tools, and services aligned with each professional’s needs and readiness.
Deliver positive and challenging information with empathy and actionable solutions.
Connect financial professionals with subject matter experts for holistic financial planning and wealth management support.
Assist with identifying and resolving issues, advocate for financial professionals, and communicate feedback to appropriate areas.
Collaborate across relationship teams to foster community and connections among like-minded businesses.
Perform other duties as assigned.