Vice President, Advisor Engagement Business Development
 Osaic | |
dental insurance, 401(k)
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| 7755 3rd Street North (Show on map) | |
 Nov 13, 2025 | |
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Current Employees and Contractors Apply Here
Osaic Careers
Vice President Opportunity in Financial Services Vice President, Advisor Engagement Business Development Location(s): 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-remoteemployees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open toremoteapplicants for this position. Role Type: Full-time or Part-time, Exempt or Non-Exempt (if Part Time, list weekly hours scheduled) 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. 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: 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:
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.
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.
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.
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.
Act as a connector between Advisor Engagement, Data, Technology, and Distribution teams to ensure seamless execution of strategic initiatives. Basic Requirements:
Preferred Requirements:
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