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VP, Advisor Engagement at Osaic - ApplyBlast

VP, Advisor Engagement

Osaic

3 months ago

2.6 on Glassdoor

Atlanta, GA

Hybrid

Full Time

Senior

3 applicants

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About this role

The Vice President of Advisor Engagement leads strategy and execution for financial professionals, driving retention, engagement, and growth through strong partnerships. This role involves building relationships, setting business goals, and utilizing business intelligence tools to support the success of independent financial advisors. The position requires managing change initiatives and collaborating across teams to foster community among like-minded businesses.

Responsibilities

Develop and maintain meaningful relationships with financial professionals
Identify and proactively engage in growth opportunities for assigned professionals
Assess and communicate the health of financial professionals' businesses
Drive same-store sales, revenue growth, and net new assets
Support financial professionals through change management initiatives

Skills

Qualifications

Series 6/7 LicenseSeries 63/65 LicenseSeries 66 LicenseSeries 24 License

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.