Vice President, Regional Advisory Consultant South
# Vice President, Regional Advisory Consultant South **Osaic, Inc.** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Executive` 💰 **Компенсация:** `$85,000 – $100,000` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Regional-Advisory-Consultant]` `[Wealth-Management-Sales]` `[Financial-Services-Sales]` `[Advisory-Sales]` `[Regional-Sales-Director]` `[Vice-President-Advisory-Consulting]` `[Regional-Consultant]` `[Regional-Executive-Advisor]` `[Regional-Vice-President]` `[Vice-President-Of-Consulting]` `[Regional-Vice-President-Strategic-Accounts]` --- ### About the Role Current Employees and Contractors Apply Here Osaic Careers Wealth Management Sales Opportunity in Financial Services Vice President, Regional Advisory Consultant Location(s): TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA Work Arrangement: Fully remote role. Candidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO, OK, AR, or LA) and be available for regional travel. Role Type: Full-time: 50-75% Travel May Be Required Salary: $85,000 - $100,000 per year + sales incentive compensation, paid quarterly. 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: Role Type: Full time Summary: The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm’s advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting. Responsibilities: - Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the majority of interactions, presenting to sizable groups of advisors will be expected. - Executing a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal counterpart to efficiently manage sales strategy for their region. - Drive impactful interactions and events – inviting the right advisors, creating, and delivering content, and managing appropriate meeting follow-up. Partner with various investment management companies to deliver collateral, share leads, and co-present on specific content. - Introduce and support advisors on various product offerings – MF/ ETF models, customized SMA models, tax services and private client solutions. - Review and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunities. - Utilization of key reports and data to establish goals and opportunities for advisors. - Schedule individual 1:1 and regional meetings for your region. - Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field. - Interactions will be expected to be logged in firm’s CRM system. Education Requirements: - Master’s Degree preferred, bachelor’s degree from accredited university in Economics, Finance, Business, or related subjects required. Basic Requirements: - Series 7 required. - Ability to travel 50-75% of the time. - 5+ years in a similar role. - Driven and goal-oriented nature and enthusiastic sales-focused personality. - Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies. - Ability to introduce a complex subject matter in clear articulate fashion. - Ability to work independently with high level of organization and time management skills. - Deep experience working directly with financial advisors. - Familiarity with using a client relationship management program. Preferred Requirements: - CFP or CIMA certification Current Employees and Contractors Apply Here Originally posted on Himalayas
- Regional-Advisory-Consultant
- Wealth-Management-Sales
- Financial-Services-Sales
- Advisory-Sales
- Regional-Sales-Director
- Vice-President-Advisory-Consulting
- Regional-Consultant
- Regional-Executive-Advisor
- Regional-Vice-President
- Vice-President-Of-Consulting
- Regional-Vice-President-Strategic-Accounts
Наблюдалась 2026-10-17, впервые 2026-10-17, источник — Himalayas (JSON API).