VP, Succession & Acquisition

The VP, Succession & Acquisition supports the Osaic platform and its broker dealer community with succession, merger, acquisition, valuation, continuity, practice management, and business development efforts. This role assists existing advisors with internal succession and continuity, as well as those looking to sell or acquire businesses within or outside the Osaic network. The position involves consulting, data tracking, workflow management, and coaching advisors through practice benchmarking and valuation processes.