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Osaic Careers
Wealth Management Sales Opportunity in Financial Services
Vice President, Regional Advisory Consultant - West
Location(s):
California, Nevada, Hawaii, or Alaska
Work Arrangement:
Fully remote role. Candidates must reside within the assigned territory (CA, NV, HI, or AK) and be available for regional travel.
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
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