Osaic
Vice President, Advisor Engagement Business Development
Osaic, Atlanta, Georgia, United States, 30383
Vice President, Advisor Engagement Business Development
Join to apply for the Vice President, Advisor Engagement Business Development role at Osaic.
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339; La Vista: 12325 Port Grace Blvd, La Vista, NE 68128; Oakdale: 7755 3rd St. N, Oakdale, MN 55128; Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255; St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702.
Schedule:
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non‑remote employees must be willing to work this schedule. Osaic is open to remote applicants for this position.
Role Type:
Full-time or Part-time, Exempt or Non‑Exempt (if Part Time, list weekly hours scheduled).
Salary:
$115,000 - $130,000 per year + annual bonus.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.
View benefits details.
Summary The Vice President of Advisor Engagement Business Development will serve as a strategic partner to the EVP of Advisor Engagement, driving key initiatives that enhance advisor segmentation, technology adoption, and business development capabilities across the Advisor Engagement team. This role will act as a liaison with the Chief of Data and other cross‑functional leaders to ensure alignment on segmentation strategy, Salesforce optimization, and the evolution of My Business Builder.
Education Requirements Bachelor’s degree preferred; high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities
Strategic Partnership & Execution:
Serve as the right hand to the EVP of Advisor Engagement, translating strategic vision into actionable initiatives. Lead cross‑functional projects that elevate advisor engagement and business development outcomes.
Segmentation & Data Strategy:
Collaborate with the Chief of Data to refine and evolve the advisor segmentation model, maintain and actively update segmentation frameworks to reflect business priorities and advisor needs.
Technology Enablement:
Partner with Salesforce and My Business Builder teams to optimize tools for advisor engagement; drive adoption of technology platforms by training Relationship Leaders and other team members on usage, insights, and integration into daily workflows.
Training & Enablement:
Develop and deliver training programs focused on leveraging data, segmentation, and technology to mine advisor books of business. Equip the Advisor Engagement team with resources and best practices to enhance consulting effectiveness.
Cross‑Functional Collaboration:
Act as a connector between Advisor Engagement, Data, Technology, and Distribution teams to ensure seamless execution of strategic initiatives.
Basic Requirements
10+ years of experience in financial services, business development, or advisor engagement.
Proven track record of leading strategic initiatives and cross‑functional collaboration.
Strong understanding of advisor segmentation, data analytics, and CRM platforms (Salesforce preferred).
Excellent communication, presentation, and training skills.
Ability to think strategically and execute tactically in a fast‑paced environment.
Preferred Requirements
Experience working with Salesforce and advisor‑facing tools such as My Business Builder.
Familiarity with segmentation methodologies and data visualization tools (e.g., Tableau, Power BI).
Background in financial advisor consulting, practice management, or distribution strategy.
FINRA Series 7 and Series 66 (or Series 63 & 65) preferred.
Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), or similar designation is a plus.
Salesforce Administrator or related certification is advantageous.
Project Management Professional (PMP) or Agile certification is a plus.
Demonstrated ability to influence senior stakeholders and drive organizational change.
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we 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 US 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 US 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.
Seniority level
Executive
Employment type
Part‑time
Job function
Business Development and Sales
Referrals increase your chances of interviewing at Osaic by 2x.
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Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339; La Vista: 12325 Port Grace Blvd, La Vista, NE 68128; Oakdale: 7755 3rd St. N, Oakdale, MN 55128; Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255; St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702.
Schedule:
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non‑remote employees must be willing to work this schedule. Osaic is open to remote applicants for this position.
Role Type:
Full-time or Part-time, Exempt or Non‑Exempt (if Part Time, list weekly hours scheduled).
Salary:
$115,000 - $130,000 per year + annual bonus.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.
View benefits details.
Summary The Vice President of Advisor Engagement Business Development will serve as a strategic partner to the EVP of Advisor Engagement, driving key initiatives that enhance advisor segmentation, technology adoption, and business development capabilities across the Advisor Engagement team. This role will act as a liaison with the Chief of Data and other cross‑functional leaders to ensure alignment on segmentation strategy, Salesforce optimization, and the evolution of My Business Builder.
Education Requirements Bachelor’s degree preferred; high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities
Strategic Partnership & Execution:
Serve as the right hand to the EVP of Advisor Engagement, translating strategic vision into actionable initiatives. Lead cross‑functional projects that elevate advisor engagement and business development outcomes.
Segmentation & Data Strategy:
Collaborate with the Chief of Data to refine and evolve the advisor segmentation model, maintain and actively update segmentation frameworks to reflect business priorities and advisor needs.
Technology Enablement:
Partner with Salesforce and My Business Builder teams to optimize tools for advisor engagement; drive adoption of technology platforms by training Relationship Leaders and other team members on usage, insights, and integration into daily workflows.
Training & Enablement:
Develop and deliver training programs focused on leveraging data, segmentation, and technology to mine advisor books of business. Equip the Advisor Engagement team with resources and best practices to enhance consulting effectiveness.
Cross‑Functional Collaboration:
Act as a connector between Advisor Engagement, Data, Technology, and Distribution teams to ensure seamless execution of strategic initiatives.
Basic Requirements
10+ years of experience in financial services, business development, or advisor engagement.
Proven track record of leading strategic initiatives and cross‑functional collaboration.
Strong understanding of advisor segmentation, data analytics, and CRM platforms (Salesforce preferred).
Excellent communication, presentation, and training skills.
Ability to think strategically and execute tactically in a fast‑paced environment.
Preferred Requirements
Experience working with Salesforce and advisor‑facing tools such as My Business Builder.
Familiarity with segmentation methodologies and data visualization tools (e.g., Tableau, Power BI).
Background in financial advisor consulting, practice management, or distribution strategy.
FINRA Series 7 and Series 66 (or Series 63 & 65) preferred.
Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), or similar designation is a plus.
Salesforce Administrator or related certification is advantageous.
Project Management Professional (PMP) or Agile certification is a plus.
Demonstrated ability to influence senior stakeholders and drive organizational change.
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we 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 US 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 US 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.
Seniority level
Executive
Employment type
Part‑time
Job function
Business Development and Sales
Referrals increase your chances of interviewing at Osaic by 2x.
#J-18808-Ljbffr