[Remote] Vice President, Regional Advisory Consultant South
Note: The job is a remote job and is open to candidates in USA. Osaic is a company focused on wealth management in the financial services sector, and they are seeking a Vice President, Regional Advisory Consultant. This role will drive sales strategy and financial planning adoption for a defined region, requiring both internal and field-based sales efforts, along with face-to-face interactions to promote the firm’s advisory platform.
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
Skills
- Master's Degree preferred, bachelor's degree from accredited university in Economics, Finance, Business, or related subjects required
- 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
- CFP or CIMA certification
Benefits
- 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
Company Overview