Osaic
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Vice President, Business Consultant Company:
Osaic Institutions
Preferred Location(s):
2300 Windy Ridge Parkway, Atlanta, GA 30339; 877 Executive Center Drive West, St. Petersburg, FL 33702; 7755 Third Street North, Oakdale, MN 55128; 12325 Port Grace Boulevard, La Vista, NE 68128; 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Schedule:
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type:
Full-Time
Salary:
$130,000 - $170,000 per year + annual bonus. Actual compensation will be determined individually based on location, skills, licensure, experience, and education.
Benefits:
Health, vision, dental insurance, 401k, paid time away, volunteer days and more. For details, visit
Osaic Careers Benefits .
Summary We’re seeking a seasoned and strategic Vice President, Business Consultant to lead growth initiatives across an assigned territory of Financial Institutions. This role is pivotal in driving advisor productivity, expanding program headcount, and delivering tailored solutions across Wealth Management, Insurance, and Investment platforms. The ideal candidate will bring over 8 years of experience in Wealth Management and Institutional Sales with a proven track record of exceeding performance targets and fostering long‑term client relationships. This is a highly visible position with the opportunity to grow within a progressive organization.
Education Requirements
Bachelor’s degree or equivalent required.
Responsibilities
Drive territory revenue growth by 10–15% annually through strategic consulting and advisor engagement.
Engage with Osaic departments to deliver comprehensive support for investment programs.
Facilitate monthly meetings in assigned territory to educate advisors and leadership on benchmarking data.
Lead recruiting efforts to increase advisor headcount by 8–10% annually and optimize program structure.
Identify and execute on 5+ strategic growth opportunities per year within the assigned territory.
Establish a monthly communication cadence with all advisors and executives to ensure alignment and engagement.
Support institutions and advisors in developing and executing business plans that drive measurable outcomes.
Maintain an advisor retention rate of 90% or higher through proactive relationship management.
Collaborate cross‑functionally to ensure seamless delivery of Osaic’s services and solutions.
Travel up to 50% to support territory needs and foster in‑person relationships.
Basic Requirements
Minimum of 8 years of experience in Wealth Management, Institutional Sales, or related financial services roles.
Exceptional interpersonal, presentation, and communication skills.
Strategic thinker with strong consultative sales and problem‑solving abilities.
Proven success in leading business development initiatives and managing complex relationships.
Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
Creative, adaptable, and collaborative team player with a commitment to excellence.
Preferred Requirements
FINRA Series 7, 65/66, and 24 licenses strongly preferred.
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the U.S. must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the U.S. by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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Get AI-powered advice on this job and more exclusive features.
Vice President, Business Consultant Company:
Osaic Institutions
Preferred Location(s):
2300 Windy Ridge Parkway, Atlanta, GA 30339; 877 Executive Center Drive West, St. Petersburg, FL 33702; 7755 Third Street North, Oakdale, MN 55128; 12325 Port Grace Boulevard, La Vista, NE 68128; 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Schedule:
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type:
Full-Time
Salary:
$130,000 - $170,000 per year + annual bonus. Actual compensation will be determined individually based on location, skills, licensure, experience, and education.
Benefits:
Health, vision, dental insurance, 401k, paid time away, volunteer days and more. For details, visit
Osaic Careers Benefits .
Summary We’re seeking a seasoned and strategic Vice President, Business Consultant to lead growth initiatives across an assigned territory of Financial Institutions. This role is pivotal in driving advisor productivity, expanding program headcount, and delivering tailored solutions across Wealth Management, Insurance, and Investment platforms. The ideal candidate will bring over 8 years of experience in Wealth Management and Institutional Sales with a proven track record of exceeding performance targets and fostering long‑term client relationships. This is a highly visible position with the opportunity to grow within a progressive organization.
Education Requirements
Bachelor’s degree or equivalent required.
Responsibilities
Drive territory revenue growth by 10–15% annually through strategic consulting and advisor engagement.
Engage with Osaic departments to deliver comprehensive support for investment programs.
Facilitate monthly meetings in assigned territory to educate advisors and leadership on benchmarking data.
Lead recruiting efforts to increase advisor headcount by 8–10% annually and optimize program structure.
Identify and execute on 5+ strategic growth opportunities per year within the assigned territory.
Establish a monthly communication cadence with all advisors and executives to ensure alignment and engagement.
Support institutions and advisors in developing and executing business plans that drive measurable outcomes.
Maintain an advisor retention rate of 90% or higher through proactive relationship management.
Collaborate cross‑functionally to ensure seamless delivery of Osaic’s services and solutions.
Travel up to 50% to support territory needs and foster in‑person relationships.
Basic Requirements
Minimum of 8 years of experience in Wealth Management, Institutional Sales, or related financial services roles.
Exceptional interpersonal, presentation, and communication skills.
Strategic thinker with strong consultative sales and problem‑solving abilities.
Proven success in leading business development initiatives and managing complex relationships.
Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
Creative, adaptable, and collaborative team player with a commitment to excellence.
Preferred Requirements
FINRA Series 7, 65/66, and 24 licenses strongly preferred.
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the U.S. must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the U.S. by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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