VP, Relationship Management

About the role

The VP, Relationship Management role at Osaic is responsible for driving strategy and execution within the field of financial professionals served, focusing on retention, engagement, growth, and overall satisfaction.

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.
• Perform other duties as assigned.

Requirements

• 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.

Qualifications

• Bachelor’s degree preferred; high school diploma (or equivalent) with significant practical experience considered in lieu of degree.
• High school diploma (or equivalent) is required.

Skills

• Ability to build and maintain strong relationships with financial professionals.
• Strong problem-solving and decision-making skills.
• Effective communication and presentation skills.
• Experience with business intelligence tools.
• Ability to manage and drive change within financial professional practices.

Benefits

• Salary: $150,000 - $175,000 per year + sales incentive compensation, paid quarterly.
• Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

Pay

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

Schedule

Our hybrid schedule requires a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule.