[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.ResponsibilitiesEducating 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 expectedExecuting 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 regionDrive 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 contentIntroduce and support advisors on various product offerings – MF/ ETF models, customized SMA models, tax services and private client solutionsReview and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunitiesUtilization of key reports and data to establish goals and opportunities for advisorsSchedule individual 1:1 and regional meetings for your regionEngaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the fieldInteractions will be expected to be logged in firm’s CRM systemSkillsMaster's Degree preferred, bachelor's degree from accredited university in Economics, Finance, Business, or related subjects requiredSeries 7 requiredAbility to travel 50-75% of the time5+ years in a similar roleDriven and goal-oriented nature and enthusiastic sales-focused personalityExtensive knowledge of advisory platforms, key wealth management concepts, investment strategiesAbility to introduce a complex subject matter in clear articulate fashionAbility to work independently with high level of organization and time management skillsDeep experience working directly with financial advisorsFamiliarity with using a client relationship management programCFP or CIMA certificationBenefitsFully remote roleCandidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO, OK, AR, or LA) and be available for regional travelCompany OverviewOsaic provides the support, resources, and community designed for the future of wealth management. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 1001-5000 employees. Its website is https://osaic.com/.