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

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, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

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.

Education Requirements:

• Bachelor’s degree or equivalent required.

Responsibilities:

• Drive territory revenue growth by 10–15% 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 8–10% 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.

Basic Requirements:

• Minimum of 8 years of experience in Wealth Management, Institutional Sales, or related financial services roles.
• Exceptional interpersonal, presentation, and communication skills.
• Strategic thinker with strong consultative sales and problem-solving abilities.
• Proven success in leading business development initiatives and managing complex relationships.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Creative, adaptable, and collaborative team player with a commitment to excellence.

Preferred Requirements:

• FINRA Series 7, 65/66, and 24 licenses strongly preferred.