VP, Relationship Management

Opportunity in Financial Services

VP Relationship Management

Location(s):

CT/Remote

Role Type:

Full-time, Non-Exempt

Salary:

$120,000 + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits .

Summary:

The Business Consultant will be assigned a territory of Financial Professionals. The BC will oversee all aspects of the territory and will be responsible for all relationships, strategic initiatives, goals, activities, and the delivery of key resources to the Financial Professionals in the territory. This will include, but not limited to Training, Marketing, Wealth Solution Services, Insurance support, and Service support.

Duties and Responsibilities include the following. Other duties may be assigned.

• Work directly with Financial Professionals and Teams to drive Sales and Revenues. Interact with all Osaic Institutions departments to drive needed support to Financial Professionals. Facilitate meetings in the territory that create educational opportunities as well as opportunities for networking and the exchange of ideas. Work with Licensing and Registration to help with the onboarding of Advisors
• Lead the recruiting process for new Franchise Advisors and support identifying and negotiating retention and succession arrangements, and book acquisitions. Identify key growth opportunities in the territory and develop strategies and tactics to take advantage of these opportunities Identify a group of Advisors annually that have the greatest opportunities for growth and focus on these advisors by setting goals and delivering on those goals
• Create a process for consistent communication to all Financial Professionals in the territory
• Work with Compliance on the Sales Supervision activities required. Interact, assist and collaborate with the Internal Support Position on all aspects of the territory Deliver all required Management reports in a timely manner

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

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.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.