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VP, Advisor Engagement at Osaic - ApplyBlast

VP, Advisor Engagement

Osaic

5 days ago

2.6 on Glassdoor

Atlanta, Georgia, United States

Hybrid

Full Time

Executive

0 applicants

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About this role

The Vice President, Advisor Engagement drives strategy and execution within the field of financial professionals to drive retention, engagement, growth, and overall satisfaction. This role builds strong partnerships with financial professionals, translates business opportunities into actionable goals, and drives deep engagement between Osaic resource teams and the field. The position requires a minimum of 12 years of experience in wealth management and proven success in building relationships with financial professionals.

Responsibilities

Drive strategy and execution to drive retention, engagement, growth, and overall satisfaction
Develop and maintain meaningful relationships with financial professionals throughout their lifecycle
Assess and communicate the health of financial professionals' businesses using business intelligence tools

Skills

About Osaic

osaic.com

Headquarters

Scottsdale, Arizona, United States

Company Size

1001-5000 employees

Founded

2016

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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.