Director, Sales Events & Experience

Business Development Opportunity in Financial Services

Director, Sales Events & Experience

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, 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

Remote applicants may potentially be considered for this role.

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.

Salary: $120,000 - $145,000 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.  To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Benefits 

Role Type:   Full time. Exempt. 15-40% Travel May Be Required

Summary:

At Osaic, we believe that every interaction with a prospective financial professional is an opportunity to build trust, demonstrate our differentiated value, and create meaningful connections that influence their decision to join our firm.

The Director, Sales Events & Experiences is responsible for the strategic design, development, and execution of high-impact events and experiences that support Osaic’s Business Development and advisor recruiting objectives.

This highly visible role serves as the strategic owner of Osaic’s sales events and experiences portfolio, including Home Office Visits (HOVs), prospective advisor events, recruiting-focused conferences, third-party recruiter engagements, and other strategic business development experiences.

This role goes beyond traditional event planning and logistics. The Director will connect event strategy directly to business development priorities, designing intentional, personalized experiences that strengthen prospective advisor relationships, showcase Osaic’s differentiated value proposition, and accelerate recruiting opportunities through the sales pipeline.

Reporting into Sales Enablement, this individual will partner closely with Business Development leadership, external and internal recruiting teams, Marketing, Transitions, Product, Technology, and senior executives to ensure every experience is thoughtfully designed, flawlessly executed, and aligned with Osaic’s growth objectives.

The ideal candidate combines strategic thinking, exceptional project management, creative experience design, and strong executive presence with a deep understanding of how meaningful experiences can influence business outcomes.

Responsibilities:

Sales Events & Experiences Strategy

• Develop and own a comprehensive sales events and experiences strategy aligned with Osaic’s Business Development priorities, recruiting objectives, and overall growth strategy.
• Establish a cohesive portfolio of recruiting experiences, including Home Office Visits, regional recruiting events, prospect engagements, third-party recruiter events, and recruiting experiences embedded within enterprise conferences.
• Partner with Business Development leadership to identify opportunities where targeted events and experiences can strengthen advisor relationships, advance recruiting conversations, and influence conversion.
• Establish clear objectives, target audiences, success criteria, and measurable outcomes for each event or experience.
• Develop an annual strategic events calendar aligned with recruiting priorities, pipeline opportunities, and key business milestones.
• Continuously evaluate and evolve Osaic’s approach to sales events and experiences to create a differentiated, advisor-first experience.

Home Office Visit (HOV) Program Leadership

• Own the strategy, design, and end-to-end execution of Osaic’s Home Office Visit program, establishing HOVs as a strategic component of the advisor recruiting journey.
• Develop a scalable, consistent, and highly personalized HOV framework that can be tailored to prospective advisors based on affiliation model, business needs, recruiting stage, and strategic priorities.
• Partner with recruiting teams to understand each prospective advisor’s business, motivations, concerns, and decision criteria, ensuring visits are intentionally designed to address their unique needs.
• Curate customized agendas, executive interactions, product demonstrations, and engagement opportunities that reinforce Osaic’s value proposition.
• Coordinate the appropriate subject matter experts and senior leaders to deliver relevant, compelling, and cohesive experiences.
• Establish standardized processes for pre-visit planning, internal preparation, on-site execution, and post-visit follow-up.
• Ensure HOVs create meaningful opportunities to build confidence, address potential barriers, and advance recruiting opportunities toward successful affiliation.

Recruiting Events & Strategic Experiences

• Lead the strategy and execution of recruiting-focused events designed to attract, engage, and convert prospective financial professionals.
• Partner with recruiting leadership to identify target audiences, geographic opportunities, and pipeline segments that would benefit from targeted in-person engagement.
• Oversee the Business Development experience at key enterprise conferences, including ConnectEd, ensuring recruiting-related programming and prospect engagement opportunities align with broader event objectives.
• Partner with Marketing and enterprise events teams to create a cohesive and differentiated Osaic experience across recruiting events and conferences.
• Develop thoughtful engagement strategies that maximize the value of executive participation and strengthen relationships with prospective advisors.
• Ensure each experience is designed with a clear business purpose, defined audience, and intentional follow-up strategy.

Third-Party Recruiter & Strategic Partner Experiences

• Partner with Business Development leadership to develop and execute experiences that strengthen relationships with third-party recruiters and strategic referral partners.
• Support the planning and execution of recruiter-focused events, executive engagements, and strategic partner experiences.
• Identify opportunities to integrate high-value recruiting partners into relevant Osaic conferences, Home Office Visits, and other relationship-building experiences.
• Collaborate with internal stakeholders to ensure third-party recruiter engagements reinforce Osaic’s value proposition, strengthen partnerships, and support recruiting pipeline development.
• Help establish a consistent and differentiated experience for strategic recruiting partners.

Cross-Functional Leadership & Executive Engagement

• Serve as the central point of coordination across Business Development, Sales Enablement, Marketing, Transitions, Product, Technology, Operations, and other internal partners involved in recruiting experiences.
• Build strong relationships with senior executives and key stakeholders to ensure alignment on event strategy, priorities, and desired outcomes.
• Develop and maintain an executive and subject matter expert engagement framework to ensure the right leaders participate in the right experiences.
• Prepare executives and presenters with relevant advisor background, business context, objectives, and anticipated discussion topics.
• Ensure messaging, presentations, and experiences deliver a consistent and compelling narrative about Osaic’s capabilities and value proposition.
• Lead cross-functional planning and execution efforts, driving accountability, preparedness, and a seamless experience for all participants.

Program Management & Operational Excellence

• Own end-to-end program management for sales events and experiences, including planning, budgeting, vendor management, scheduling, logistics, execution, and follow-up.
• Establish standardized planning frameworks, playbooks, templates, and repeatable processes to drive consistency, efficiency, and scalability.
• Develop clear roles, responsibilities, timelines, and service-level expectations for internal stakeholders supporting events and experiences.
• Proactively identify and mitigate operational risks, resource constraints, and potential execution challenges.
• Manage event budgets and resources responsibly while balancing cost efficiency with high-quality experiences.
• Identify opportunities to streamline processes, eliminate unnecessary complexity, and improve the overall experience for prospective advisors and internal stakeholders.
• Maintain strong operational discipline while remaining flexible and responsive to evolving business needs.

Measurement, Insights & Continuous Improvement

• Establish a consistent measurement framework to evaluate the effectiveness and business impact of sales events and experiences.
• Partner with Business Development leadership and Sales Operations to connect event participation with recruiting pipeline activity, opportunity progression, and conversion outcomes.
• Develop reporting and insights that provide visibility into event performance, participation, costs, advisor feedback, and business impact.
• Track relevant performance indicators, including Prospect participation and engagement; Recruiting opportunity progression following events; HOV-to-affiliation conversion rates; Event-influenced recruiting pipeline and assets; Prospect and internal stakeholder satisfaction; Event costs and return on investment
• Conduct post-event evaluations to capture feedback, identify opportunities for improvement, and refine future experiences.
• Provide regular updates and recommendations to Business Development leadership based on program performance and emerging opportunities.

Technology, Innovation & Experience Enablement

• Leverage Salesforce, Microsoft 365, Copilot, and other enterprise tools to improve planning, coordination, personalization, reporting, and overall program efficiency.
• Identify opportunities to use technology and AI-enabled solutions to streamline administrative activities and enhance the advisor experience.
• Partner with Sales Enablement and other internal teams to develop scalable resources, templates, and tools that support consistent execution.
• Contribute insights from advisor interactions and recruiting experiences to inform broader Sales Enablement initiatives and continuous improvement efforts.

Education Requirements:

Bachelor’s degree or equivalent combination of education and relevant professional experience.

Basic Requirements:

• 3-5 years experience in strategic event management, experiential marketing, sales enablement, business development, program management, or a related discipline.
• Demonstrated experience developing and executing high-impact events or client experiences that support measurable business objectives.
• Strong program and project management capabilities, with experience managing multiple complex initiatives simultaneously.
• Proven ability to lead cross-functional initiatives and influence stakeholders without direct reporting authority.
• Exceptional communication, relationship management, and executive presentation skills.
• Experience partnering with senior leadership and coordinating executive-level engagements.