Vice President, Advisory Consulting

Vacancy Details

Location: REMOTE
Preferred Locations: Atlanta, La Vista, Oakdale, Scottsdale, St. Petersburg
Req. Number: R0005111

Role Summary

The Vice President, Advisory Consulting leads regional sales and consulting efforts, focusing on advisor engagement, platform adoption, asset shift, and advisory asset growth.

Responsibilities

• Lead and mentor a team of regional sales consultants to drive WMP adoption and revenue growth.
• Equip the field with necessary tools and resources for advisor engagements.
• Support professional development through coaching, training, and skill-building; conduct tandem travel with Regional Vice Presidents.
• Oversee territory planning, advisor segmentation, and sales campaigns to maximize impact.
• Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives.
• Deepen relationships with high-value advisors, provide consultative guidance, and lead the brokerage-to-advisory transition.
• Support recruiting, onboarding, and retention efforts through field meetings, HOVs, and advisor events.
• Cross-functional collaboration with internal sales leadership, Marketing, Product, Platform, and Research teams to deliver timely updates and resources.
• Act as a senior escalation point for field-raised advisor issues, working with home office teams to resolve quickly.
• Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps.
• Use analytics to refine territory strategies and improve advisor penetration within regions.
• Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends.
• Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs.
• Represent the voice of the field in product development, platform enhancements, and strategic planning.
• Perform other duties as assigned and track appropriate activity in firm CRM.

Qualifications

• Master’s Degree preferred; Bachelor’s Degree from accredited university required; focus in Economics, Finance, Business, or related fields preferred
• Series 7 required
• Ability to travel up to 75% of the time
• 5+ years in a similar role with 10+ years of experience in related fields
• Driven and goal-oriented nature; enthusiastic, sales-focused personality
• Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies
• Ability to introduce complex subject matter in clear, articulate fashion
• Ability to work independently with high level of organization and time management skills
• Deep experience working directly with financial advisors
• Familiarity with using a client relationship management program
• Advanced certification; CFP® or CIMA® designation preferred

Benefits

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.