Note: The job is a remote job and is open to candidates in USA. Osaic seeks a senior leader to drive advisor productivity, growth, and engagement across the enterprise. The role develops enablement strategies, programs, tools, and training for Relationship Leaders and Advisor Engagement teams, partnering cross-functionally to improve advisor experience and business results.

Responsibilities

• Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth objectives
• Develop scalable frameworks, playbooks, tools, and resources that help Relationship Leaders and Advisor Engagement teams improve advisor outcomes
• Identify opportunities to enhance advisor productivity, business growth, retention, and adoption of enterprise solutions
• Drive consistency in advisor-facing engagement models and consultative business practices
• Enable Relationship Leaders with business consulting frameworks, growth strategies, and advisor practice management resources
• Partner with Advisor Engagement leadership to strengthen advisor development, retention, and engagement initiatives
• Support enterprise programs focused on advisor growth, succession planning, affiliation strategies, and business optimization
• Equip teams with insights and tools that improve advisor conversations and business outcomes
• Establish and track key performance indicators (KPIs) tied to advisor growth, engagement, retention, productivity, and solution adoption
• Leverage analytics, advisor feedback, and business insights to continuously refine enablement strategies and programs
• Develop dashboards and reporting that provide actionable insights to leadership
• Measure effectiveness of enablement initiatives and recommend enhancements based on performance results
• Oversee creation and governance of advisor-facing and Relationship Leader-facing content, tools, and presentations
• Design and deliver enablement programs that strengthen consulting skills, business acumen, growth planning, and advisor development capabilities
• Lead onboarding and ongoing professional development for Advisor Engagement teams
• Ensure consistency, quality, and alignment of messaging across all advisor engagement channels
• Partner with Marketing, Consulting, Product, Operations, and Business Development teams to align enablement programs with enterprise priorities
• Serve as a strategic advisor to senior leadership on advisor engagement effectiveness, productivity, and growth opportunities
• Lead and develop a high-performing enablement team focused on continuous improvement and business impact
• Champion a culture of advisor-centricity, accountability, and execution excellence

Skills

• High school diploma (or equivalent) is required
• 10+ years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or related leadership roles
• Experience in financial services, wealth management, advisor consulting, or advisor relationship management
• Demonstrated track record of driving advisor growth, retention, productivity, and business performance outcomes
• Strong leadership experience with proven ability to build and scale high-performing teams
• Experience designing and implementing training, coaching, and enablement programs
• Strong analytical, communication, and stakeholder management skills
• Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic
• Bachelor's degree preferred
• FINRA License(s): Series 6/7, 65/66
• Experience in wealth management, advisor consulting, or practice management
• Experience building and leading enterprise enablement functions
• Experience supporting advisor growth initiatives, succession planning, business optimization, and strategic consulting programs

Benefits

• Health, vision, and dental insurance
• 401k
• Paid time away, including vacation and sick time
• Volunteer days
• Remote work may be considered for this position

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