VP, Advisor Engagement

Osaic

Vice President, Advisor Engagement developing relationships and strategies for financial professionals. Collaborating with various teams to drive retention and engagement in wealth management sector.

Posted 7/22/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesLead💰 $150,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in wealth management and relationship building, with a strong focus on driving measurable outcomes and managing change within financial professional practices. Proficient in utilizing business intelligence tools and evolving technologies to support financial professionals in achieving their business goals.

Highest-signal resume keywords

Wealth Management ExperienceRelationship BuildingChange ManagementBusiness Intelligence ToolsFINRA Licenses: Series 6/7, 63/65 or 66, Series 24

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Intelligence ToolsChange ManagementGoal SettingStrategy DevelopmentRevenue GrowthSales GrowthConsultative InitiativesIssue ResolutionTechnology AdoptionFinancial Planning

Soft Skills

Strong Communication SkillsEmpathyCollaborationAdvocacyPresentation Skills

Tools & Technologies

Customer Operations ToolsFinancial Planning ToolsBusiness Process ToolsWealth Management Platforms

Certifications & Qualifications

FINRA Licenses: Series 6FINRA Licenses: Series 7FINRA Licenses: Series 63FINRA Licenses: Series 65FINRA Licenses: Series 66FINRA Licenses: Series 24

Industry Keywords

Financial ProfessionalsWealth ManagementBusiness GrowthClient EngagementConsultative Sales

About the role

Key responsibilities & impact

Develop and maintain meaningful relationships with financial professionals throughout their lifecycle, having a regular service model or visits, meetings, and calls.
Identify and proactively engage in growth opportunities for assigned financial professionals, including goal setting and actionable plans.
Conduct thoughtful discovery and continuous 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 create strategies for successful execution.
Drive same-store sales, revenue growth, net new assets, and maintain 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 to each professional’s needs and readiness.
Deliver information—both positive and challenging—with empathy and actionable solutions.
Connect financial professionals to subject matter experts for holistic financial planning and wealth management support.
Assist with issue identification and resolution, acting as an advocate and communicating feedback to the appropriate areas.
Collaborate across relationship teams to foster community and connections among like-minded businesses.

Requirements

What you’ll need

Minimum 12 years of experience in wealth management, with familiarity across multiple firm functions.
At least 5 years of proven success building relationships and delivering measurable impact with financial professionals.
Strong communication skills—presentation, written, and verbal.
Prior experience managing teams successfully.
Knowledge of evolving technologies in customer operations, tools, and platforms.
Demonstrated ability to manage change within independent financial professional businesses.
Proven track record of driving positive outcomes in financial professional practices.
FINRA Licenses: Series 6/7 and (63 and 65) or 66, Series 24.

Benefits

Comp & perks

health
vision
dental insurance
401k
vacation and sick time
volunteer days and much more