Osaic · 1 month ago
VP, Advisor Engagement
Oakdale, MN
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $115K/yr
12+ years expOsaic is a company focused on financial services, seeking a Vice President of Advisor Engagement to enhance relationships with financial professionals. The role involves driving strategy, engagement, and growth while collaborating with various teams to support financial professionals in achieving their business goals.
Business DevelopmentFinancial ServicesWealth Management
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
Qualification
Required
High school diploma (or equivalent) is required
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
Preferred
Bachelor's degree preferred; high school diploma (or equivalent) with significant practical experience considered in lieu of degree
FINRA Licenses: Series 6/7 and (63 and 65) or 66, Series 24
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
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