VP, Business Consultant

Vice President, Business Consultant

Osaic Institutions

Preferred Location(s) : 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista, NE 68128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Remote applicants will be considered for this role.

Schedule : Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type : Full-Time

Salary : $130,000 - $170,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

Summary :

We're seeking a seasoned and strategic Vice President, Business Consultant to lead growth initiatives across an assigned territory of Financial Institutions. This role is pivotal in driving advisor productivity, expanding program headcount, and delivering tailored solutions across Wealth Management, Insurance, and Investment platforms. The ideal candidate will bring over 8 years of experience in Wealth Management and Institutional Sales with a proven track record of exceeding performance targets and fostering long-term client relationships. This is a highly visible position with the opportunity to grow within a progressive organization.

Responsibilities :

• Drive territory revenue growth by 1015% annually through strategic consulting and advisor engagement.
• Engage with Osaic departments to deliver comprehensive support for investment programs.
• Facilitate monthly meetings in assigned territory to educate advisors and leadership on benchmarking data.
• Lead recruiting efforts to increase advisor headcount by 810% annually and optimize program structure.
• Identify and execute on 5+ strategic growth opportunities per year within the assigned territory.
• Establish a monthly communication cadence with all advisors and executives to ensure alignment and engagement.
• Support institutions and advisors in developing and executing business plans that drive measurable outcomes.
• Maintain an advisor retention rate of 90% or higher through proactive relationship management.
• Collaborate cross-functionally to ensure seamless delivery of Osaic's services and solutions.
• Travel up to 50% to support territory needs and foster in-person relationships.

Education Requirements :

Basic Requirements :

Preferred Requirements :