VP, Advisor Engagement

Osaic

. Develop and maintain meaningful relationships with financial professionals throughout their lifecycle through regular service models, visits, meetings, and calls .

Posted 10/19/2026full-timeRemote • United StatesLead💰 $130,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in wealth management, focusing on relationship building, change management, and driving measurable outcomes for financial professionals. Proficient in utilizing business intelligence tools and evolving technologies to support financial practices and enhance client engagement.

Highest-signal resume keywords

Wealth Management ExperienceRelationship BuildingChange ManagementBusiness Intelligence ToolsFINRA Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Intelligence ToolsGoal SettingExecution StrategiesSales GrowthRevenue GrowthNet New AssetsAttrition ManagementIssue IdentificationConsultative InitiativesTeam Management

Soft Skills

Strong Communication SkillsEmpathyCollaborationAdvocacyPresentation Skills

Tools & Technologies

Customer Operations ToolsTechnology Adoption PlatformsFinancial Planning ResourcesWealth Management Tools

Certifications & Qualifications

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

Industry Keywords

Financial ProfessionalsBusiness Health AssessmentConsultative SalesChange Management InitiativesCommunity BuildingHolistic Financial PlanningWealth Management Support

About the role

Key responsibilities & impact

Develop and maintain meaningful relationships with financial professionals throughout their lifecycle through regular service models, visits, meetings, and calls
Identify and proactively engage in growth opportunities, including goal setting and actionable plans
Conduct discovery and continuous rediscovery of each business and its owner
Assess and communicate business health across key areas using business intelligence tools
Help financial professionals set attainable business goals and create execution strategies
Drive same-store sales, revenue growth, net new assets, and low attrition through engagement and consultative initiatives
Support change management initiatives, including technology adoption, product updates, business processes, and regulatory changes
Promote adoption of resources, tools, and services aligned to professionals’ needs and readiness
Deliver information 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, advocate for financial professionals, and communicate feedback
Collaborate across relationship teams to foster community and connections among like-minded businesses
Perform other duties as assigned

Requirements

What you’ll need

High school diploma (or equivalent) is required; significant practical experience may be considered in lieu of a degree
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 preferred
15-40% travel may be required

Benefits

Comp & perks

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