Vice President, Regional Advisory Consultant - West

About the role

Osaic is hiring a Vice President, Regional Advisory Consultant for the West region, covering California, Nevada, Hawaii or Alaska. The role drives sales strategy and financial planning adoption for a defined group of advisors, combining internal and field-based sales with face-to-face interaction focused on adopting the firm's advisory platform. It reports to the VP, Advisory Consulting and requires 50-75% travel.

Key responsibilities

• Educate and promote fee-based business, facilitate adoption of the advisory technology, introduce investment managers suited to each client and help advisors grow their advisory businesses.
• Run a virtual regional strategy, manage the region's top opportunities and maintain a fluid sales pipeline, working closely with the internal counterpart.
• Organize and deliver events and content, invite the right advisors, and follow up on meetings; partner with investment management companies to share leads and co-present.
• Promote product offerings such as mutual fund/ETF models, customized SMA models, tax services and private client solutions.
• Analyze regional reports to prioritize prospects, set advisor goals and opportunities, and schedule 1:1 and regional meetings.
• Work with Marketing, Product, Platform and Research teams, and log all interactions in the firm's CRM.

Required profile

• Bachelor's degree in Economics, Finance, Business or a related field; Master's preferred.
• Series 7 license required; CFP or CIMA certification preferred.
• 5+ years in a similar role and deep experience working directly with financial advisors.
• Extensive knowledge of advisory platforms and wealth management concepts, and ability to explain complex topics clearly.
• Ability to work independently with strong organization and time management.

Required skills

• Familiarity with a client relationship management program.
• Sales strategy and lead conversion.

What we offer

• Salary of $85,000-$100,000 per year plus quarterly sales incentive compensation.
• Health, vision and dental insurance, 401k, vacation and sick time, volunteer days.