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Vice President, Advisory Consulting at Osaic - ApplyBlast

Vice President, Advisory Consulting

Osaic

4 months ago

2.6 on Glassdoor

Remote

Full Time

Senior

18 applicants

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About this role

The Vice President of Advisory Consulting drives regional sales and consulting efforts to promote Wealth Management Platform adoption and foster advisor engagement. This leadership role oversees territory planning, mentors regional consultants, and collaborates with internal teams to align field strategies with home office goals. Key activities include deepening relationships with high-value advisors, analyzing performance metrics, and leading transformations from brokerage to advisory models.

Responsibilities

Lead and mentor regional sales consultants to drive platform adoption
Oversee territory planning and advisor segmentation strategies
Deepen relationships with high-value advisors for practice transformation
Collaborate with internal teams to align field and home office strategies
Monitor activity, pipeline, and revenue metrics for regional teams

Skills

Qualifications

Bachelor's Degree in Economics, Finance, or BusinessMaster's Degree preferredSeries 7 LicenseCFP® DesignationCIMA® Designation

About Osaic

osaic.com

Headquarters

Scottsdale, Arizona, United States

Company Size

1001-5000 employees

Founded

2016

View Profile

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.