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VP, Relationship Management

Advisor Group

Role overview

Qualifications

  • Proven experience in financial services
  • Strong leadership and relationship management skills
  • Ability to develop and implement strategic initiatives
  • Excellent communication and interpersonal skills

Responsibilities

  • Drive sales and revenues by working directly with Financial Professionals and Teams
  • Facilitate meetings for educational opportunities and networking
  • Lead the recruiting process for new Franchise Advisors
  • Identify growth opportunities and develop strategies to capitalize on them

Key facts

Hard skills

Sales Strategy Marketing Insurance Policies Microsoft Networking Recruiting Concepts

Other skills

  • Relationship Management
  • Training And Development
  • Goal Setting
  • Communication
  • Collaboration
  • Problem Solving

About the company

Advisor Group logo

Advisor Group

Investment Advisory & Wealth Management

Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

Company details

Company typeLarge
IndustryInvestment Advisory & Wealth Management
Company size1001 - 5000

Links

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Job description

Current Employees and Contractors Apply Here

Osaic Careers

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

Current Employees and Contractors Apply Here

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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