Osaic · 2 months ago
VP, High Net Worth Planning Services
Oakdale, MN
Full-time
Hybrid
Mid, Senior Level, Lead/Staff
$165K/yr - $180K/yr
10+ years expOsaic is a financial services company seeking a Vice President of High Net Worth Planning Services. This strategic leadership role involves supporting financial professionals in delivering customized financial planning solutions to high-net-worth clients, leading a team of specialists, and driving innovation in wealth planning services.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Serve as a strategic partner to Osaic advisors, supporting advanced planning for HNW/UHNW clients in areas such as estate and philanthropic planning, business owner strategies, tax optimization, risk management, and investment planning
Lead and develop a high-performing team of Senior Financial Planning Specialists
Collaborate cross-functionally with internal teams and strategic partners to deliver integrated wealth management solutions
Monitor market trends and client feedback to drive service innovation and continuous improvement
Help develop and deliver educational content to advisors on estate, tax, and financial planning topics
Align HNW planning initiatives with firm-wide strategic priorities through collaboration with senior leadership
Represent Osaic as a speaker on financial planning topics at company sponsored advisor forums and industry events
Qualification
Required
Bachelor's degree from an accredited university
10+ years of experience in financial services
CFP® designation or JD required
Proven leadership experience managing financial planning professionals
Extensive experience developing financial plans for HNW individuals or families
Deep expertise in estate, gift, trust, and partnership tax strategies
Advanced planning techniques (e.g., GRATs, QPRTs, FLPs, ILITs, CRTs, CLTs, Private Foundations, GST strategies)
Executive compensation planning (e.g., NQSOs, ISOs, RSUs)
Strong intellectual and interpersonal skills with the ability to influence advisors and senior leaders
Ability to integrate market, legislative, and regulatory developments into planning strategies
Demonstrated success in a fast-paced, results-driven environment
Preferred
Proficiency with financial planning software (e.g., eMoney)
Experience with family office structures, private trust companies, and entity governance
CPA or LLM designation
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
And much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
H1B Sponsorship
Osaic has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (1)
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase