Osaic
The Director, Sales Events & Experience is responsible for the strategic design, development, and execution of high-impact events and experiences that support Osaic’s Business Development and advisor recruiting objectives. This role serves as the strategic owner of the sales events and experiences portfolio, including Home Office Visits, prospective advisor events, and recruiting-focused conferences. The position partners closely with Business Development leadership and internal teams to ensure every experience is thoughtfully designed, flawlessly executed, and aligned with growth objectives.
Headquarters
Scottsdale, Arizona, United States
Company Size
1001-5000 employees
Founded
2016
Osaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Osaic.
Osaic Attracts Another Billion-Dollar Team to Its Employee Advisor Unit
2 weeks ago