Osaic · 1 month ago
Vice President, Advisor Engagement Business Development
Atlanta, GA
Full-time
Hybrid
Senior Level, Lead/Staff
$115K/yr - $130K/yr
10+ years expOsaic is a financial services company, and they are seeking a Vice President of Advisor Engagement Business Development. This role will serve as a strategic partner to the EVP of Advisor Engagement, driving initiatives that enhance advisor segmentation, technology adoption, and business development capabilities across the team.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
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
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
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
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
Act as a connector between Advisor Engagement, Data, Technology, and Distribution teams to ensure seamless execution of strategic initiatives
Qualification
Required
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
Minimum of high school diploma or equivalent is required
Preferred
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
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
Private Banker International
2025-12-30
Company data provided by crunchbase