Vice President, Advisor Engagement Business Development

Osaic Careers

Vice President Opportunity in Financial Services

Vice President, Advisor Engagement Business Development

Location(s):

Branchburg: 3040 Route 22 West, Building 2 Branchburg, NJ 08876

Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time

Salary: $115,000 - $130,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Summary:

The Vice President of Advisor Engagement Business Development will serve as a strategic partner to the EVP of Advisor Engagement, driving key initiatives that enhance advisor segmentation, technology adoption, and business development capabilities across the Advisor Engagement team. This role will act as a liaison with the Chief of Data and other cross-functional leaders to ensure alignment on segmentation strategy, Salesforce optimization, and the evolution of My Business Builder.

Education Requirements:

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Strategic Partnership & Execution

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.

• Segmentation & Data Strategy

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.

• Technology Enablement

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.

• Training & Enablement

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.

• Cross-Functional Collaboration

Act as a connector between Advisor Engagement, Data, Technology, and Distribution teams to ensure seamless execution of strategic initiatives.

Basic Requirements:

• 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.

Preferred Requirements:

• 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.