VP, Business Consultant

Advisor Group•Scottsdale, AZ

8d•$130,000 - $170,000•Hybrid

About The Position

We’re seeking a seasoned and strategic Vice President, Business Consultant to lead growth initiatives across an assigned territory of Financial Institutions. This role is pivotal in driving advisor productivity, expanding program headcount, and delivering tailored solutions across Wealth Management, Insurance, and Investment platforms. The ideal candidate will bring over 8 years of experience in Wealth Management and Institutional Sales with a proven track record of exceeding performance targets and fostering long-term client relationships. This is a highly visible position with the opportunity to grow within a progressive organization.

Requirements

Minimum of 8 years of experience in Wealth Management, Institutional Sales, or related financial services roles.
Exceptional interpersonal, presentation, and communication skills.
Strategic thinker with strong consultative sales and problem-solving abilities.
Proven success in leading business development initiatives and managing complex relationships.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Creative, adaptable, and collaborative team player with a commitment to excellence.

Nice To Haves

FINRA Series 7, 65/66, and 24 licenses strongly preferred.

Responsibilities

Drive territory revenue growth by 10–15% annually through strategic consulting and advisor engagement.
Engage with Osaic departments to deliver comprehensive support for investment programs.
Facilitate monthly meetings in assigned territory to educate advisors and leadership on benchmarking data.
Lead recruiting efforts to increase advisor headcount by 8–10% annually and optimize program structure.
Identify and execute on 5+ strategic growth opportunities per year within the assigned territory.
Establish a monthly communication cadence with all advisors and executives to ensure alignment and engagement.
Support institutions and advisors in developing and executing business plans that drive measurable outcomes.
Maintain an advisor retention rate of 90% or higher through proactive relationship management.
Collaborate cross-functionally to ensure seamless delivery of Osaic’s services and solutions.
Travel up to 50% to support territory needs and foster in-person relationships.