VP, Relationship Management

Relationship Leader Opportunity in Financial Services

Responsibilities

• Develop and maintain meaningful relationships with financial professionals throughout their lifecycle, having a regular service model or visits, meetings, and calls.
• Identify and proactively engage in growth opportunities for assigned financial professionals, including goal setting and actionable plans.
• Conduct thoughtful discovery and continuous rediscovery of each business and its owner.
• Assess and communicate the health of financial professionals’ businesses across key areas using business intelligence tools.
• Help financial professionals set realistic, attainable business goals and create strategies for successful execution.
• Drive same-store sales, revenue growth, net new assets, and maintain low attrition through engagement and consultative initiatives.
• Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
• Promote and drive adoption of resources, tools, and services aligned to each professional’s needs and readiness.
• Deliver information—both positive and challenging—with empathy and actionable solutions.
• Connect financial professionals to subject matter experts for holistic financial planning and wealth management support.
• Assist with issue identification and resolution, acting as an advocate and communicating feedback to the appropriate areas.
• Collaborate across relationship teams to foster community and connections among like-minded businesses.

Qualifications

• Minimum 12 years of experience in wealth management, with familiarity across multiple firm functions.
• At least 5 years of proven success building relationships and delivering measurable impact with financial professionals.
• Strong communication skills—presentation, written, and verbal.
• Prior experience managing teams successfully.
• Knowledge of evolving technologies in customer operations, tools, and platforms.
• Demonstrated ability to manage change within independent financial professional businesses.
• Proven track record of driving positive outcomes in financial professional practices.

Skills

• FINRA Licenses: Series 6/7 and (63 and 65) or 66, Series 24.

Benefits

• Health, vision, dental insurance.
• 401(k).
• Vacation and sick time.
• Volunteer days.

Pay

$150,000 - $175,000 per year + sales incentive compensation, paid quarterly.

Schedule

Hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Location

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, 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