VP, Advisor Engagement - Sales Enablement

About the role

Osaic is hiring a Vice President, Sales Enablement, a senior leadership role responsible for driving advisor productivity, growth and engagement across the enterprise. The leader develops and executes strategies, programs, tools and training that help Relationship Leaders and Advisor Engagement teams deliver greater value to advisors and accelerate advisor growth outcomes. The role partners with Advisor Engagement, Consulting, Marketing, Business Development, Product and Operations leadership to build a scalable enablement framework. The position is full-time and exempt, with 15-40% travel possibly required; Osaic is open to remote applicants given regional and travel requirements.

Key responsibilities

• Define and execute an advisor enablement strategy aligned with enterprise growth objectives, and build frameworks, playbooks, tools and resources for Relationship Leaders and Advisor Engagement teams.
• Support Relationship Leaders with consulting frameworks, growth strategies and practice management resources, and partner with Advisor Engagement leadership on advisor development, retention and engagement.
• Establish and track KPIs for advisor growth, engagement, retention, productivity and solution adoption, and build dashboards and reports for leadership.
• Oversee content, tools and presentations for advisors and Relationship Leaders, design enablement programs on consulting skills, business acumen and growth planning, and lead onboarding and professional development for Advisor Engagement teams.
• Partner with Marketing, Consulting, Product, Operations and Business Development, advise senior leadership on advisor engagement effectiveness, and lead and develop a high-performing enablement team.

Required profile

• Bachelor's degree preferred; high school diploma (or equivalent) with significant practical experience is considered in lieu of a degree.
• 10+ years of experience in sales enablement, advisor engagement, practice management, consulting, business development or related leadership roles.
• Experience in financial services, wealth management, advisor consulting or advisor relationship management.
• Demonstrated track record of driving advisor growth, retention, productivity and business performance.
• Proven ability to build and scale high-performing teams, and experience designing and delivering training, coaching and enablement programs.
• Strong analytical, communication and stakeholder management skills.

Preferred requirements

• FINRA licenses (Series 6/7, 65/66).
• Experience building and leading enterprise enablement functions.
• Experience supporting advisor growth, succession planning, business optimization and strategic consulting programs.

What we offer

• Salary of $130,000-$160,000 per year plus an annual bonus.
• Health, vision and dental insurance, 401k, vacation and sick time, volunteer days and other benefits.
• Hybrid schedule with a minimum of 4 days per week in the office.