VP, Advisory Consulting — Wealth Management Field Leader
Osaic
Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting efforts. The role focuses on advisor engagement, promoting adoption of the Wealth Management Platform (WMP), expanding advisory assets, and aligning field with home office sales strategy.
The VP will oversee regional consultants, collaborate with internal partners, and drive growth while reporting to the SVP, Advisory Consulting.
#J-18808-LjbffrVacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the VP, Advisory Consulting — Wealth Management Field Leader in Scottsdale, AZ vacancy
- Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and consulting efforts, promoting WMP adoption and growing advisory assets. You will oversee regional consultants, collaborate with internal partners, and align field and home office...FieldHome office
$140k - $175k
...HereOsaic CareersWealth Management Sales Opportunity... ...Vice President, Advisory Consulting Preferred... ...for leading the field-based regional sales... ...adoption of the Wealth Management Platform... ...the firm. The VP oversees regional... ..., OSJ/Enterprise Leaders, and other key leaders...FieldFull timeFor contractorsWork at officeRemote workWork from homeHome officeShift work- ...AZ is seeking a Vice President, Client Relationship Manager to provide the highest level of wealth management services. You will work closely with the Senior... ...an existing client book and deliver a differentiated advisory experience. The role requires strong client service,...Suggested
- Lido Advisors in Scottsdale seeks a Vice President, Client Relationship Manager to deliver premier wealth management services and support the Senior Wealth Manager with a high‑touch client book. You will cultivate deep client relationships, prepare analyses and materials...Suggested
- ...Responsibilities Provide Comprehensive Wealth Strategies: Deliver a high level of... ...to each client’s goals and objectives. Manage Client Relationships: Anticipate client needs... ...Degree in Finance, Business, or a related field. ~7+ Years of experience in wealth...Field
- Responsibilities Provide Comprehensive Wealth Strategies: Deliver a high level of individualized... ...to each client’s goals and objectives. Manage Client Relationships: Anticipate client... ...in Finance, Business, or a related field. 7+ Years of experience in wealth management...Field
- Charles Schwab in Scottsdale seeks a Senior Regional Manager to coach a team of 10-12 Wealth Advisors and Associate Wealth Advisors within the Investor Advice Solutions division. The role focuses on coaching, client service excellence, and collaborative leadership in a...
$150k - $175k
...CareersRelationship Leader Opportunity in... ...Engagement team. The VP, Advisor... ...execution within the field of financial professionals... ...engagement and consultative initiatives.Support... ...professionals through change management initiatives,... ...planning and wealth management support...FieldFull timeFor contractorsWork at officeRemote work- ...seeking a Vice President to lead US Gaming & Creators, driving revenue growth and managing a high-performing team. The role collaborates with Global Gaming, US Commercial Sales and Brand Advisory to execute integrated partnership strategies. Candidates bring deep knowledge...Remote job
- ...Associate Vice President, Operational Risk Management, Employee Benefits About the Company... ...+ Categories Financial Services Consulting & Professional Services Banking... ...have a Bachelor’s degree in a relevant field and a minimum of 5 years' experience in...Field
$118k - $222k
...growth. The Technical Project Manager will bring strong Technology... ...business partners, and senior leaders. Success in this role... ...experience in technology or related field. Three years demonstrated proficiency... ...national salary range for Consultant, Delivery Leader : $118,000.0...FieldContract workTemporary workCasual workWork at office2 days per week$225.75k - $376.25k
...and evolving insurance industry? The VP, Product Management Underwriting Performance - Excess & Surplus... ..., Technology, and Operations leaders to translate strategic business objectives... ..., Economics, Management, or a related field required, or equivalent combination of...FieldFull timeTemporary workPart timeCasual workWork at officeRemote work- ...President, Client Relationship Manager Scottsdale, AZ (Hybrid)... ...providing the highest level of wealth management services to Lido’s... ...differentiated approach to wealth advisory services, including legacy and... ...management industry or related field 2+ years of experience in a client...FieldLocal areaFlexible hours
- ...Region) to oversee diligence and transactional documents for acquisitions and dispositions in the Western U.S. The role involves managing external counsel, title and escrow firms, and other service providers, and supporting the Legal and operations teams across transaction...
- ...talent mobility, and workforce planning insights for HR and C-suite stakeholders. The role requires a PhD or Masters in quantitative fields and involves supervising associates, developing predictive models, and translating analyses into actionable recommendations. #J-18...Field
- ...Accounting PLLC in Scottsdale, AZ is seeking an experienced Senior Tax Manager / Client Manager to lead the firm's client deliveries, review... ...staff. This hybrid role pairs with firm leadership to expand advisory services, manage client relationships, and drive process...
$83.7k - $117k
...VP, Relationship Banker II Location: Scottsdale... ...lending, portfolio management, and relationship growth... ...bring a collaborative, consultative approach to client engagement... ...internal partners in wealth planning, investment... ...in business or related field. ~5–7 years of experience...FieldFull timeWork at officeFlexible hours$200k - $250k
Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team serving clients referred through custodial channels. This remote role is based out of the Phoenix, AZ metro area with a flexible schedule including onsite meetings. The position...Remote jobFlexible hours$10 per hour
..., then a role as a Business Relationship Manager is for you.As a Business Relationship Manager... ...in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase... ...’s degree in Finance or related field, or equivalent work experienceMinimum of...FieldWork at office- ...satisfaction across StandardAero. The VP will work cross‑functionally... ...in lean, digitization, change management, and strategic program... ...growth. Partner with functional leaders (operations, engineering,... ...preferred), Business, or related field. 10+ years of experience in aerospace...FieldTemporary workWork at officeWorldwideFlexible hours
$86.4k - $129.6k
Team Leader Claims - CH08AEWe’re determined to make a difference and are proud to be an insurance company that goes... ...currently hiring for a Claims Plus Team Leader and a Field Team Leader. The team leaders will manage and direct claim investigation, compensability...FieldFull timeTemporary workCurrently hiringWork at officeRemote work3 days per week- ...Come join the Participant Consulting & Education team as the new Concierge... ...& Education Consulting Leader! This new role will lead two... ...connections to ongoing advice management and enable proactive outreach... ...handoffs across VWS and Personal Wealth (PW). Shape and influence...Shift work
- ...Enterprise Risk Management |Irvine,CaliforniaPlano,TexasChandler,ArizonaScottsdale,ArizonaSouthfield,MichiganRemote Responsible for leading... ...HMDA reporting. Minimum of five (5) + years’ experience in the field of mortgage lending compliance and regulatory audit reporting...FieldWork at officeLocal area
- ...insurance, reinsurance, specialist advisory, and investment operations... ...underwriters and regional leaders as its core customers—identifying... ...workflows.In the Portfolio Management Lead role, you will serve as... ..., Risk Management or related field. Advanced degree preferred....FieldPrice workFull timeLocal areaWork from homeFlexible hours
- ...to lead a team and drive business growth. The ideal candidate will have 12+ years of relevant experience and a degree in a related field. The position offers a hybrid work schedule with competitive benefits, including a 401(k) match, training opportunities, and more....Field
- ...be the driving force behind our vision to revolutionize the management consulting landscape. This role is not for the faint‑hearted; it's for... ...driving significant revenue growth in a consulting or related field. Deep knowledge of the management consulting industry and...Field
- UNACEM North America in Scottsdale, AZ seeks an Enterprise Risk Manager to lead risk management across commercial and planning... ...resilience. The role requires five years in risk management or related fields, strong financial acumen, and knowledge of cement sector dynamics...Field
- ...the journey. Elevate the experience. Inspire the field. At Plexus, we believe people stay where they feel... ...truly resonate with people. What You'll Own As VP, Ambassador Experience, you will serve as the executive leader responsible for the end-to-end strategy and...FieldImmediate startWorldwide
- CSI Construction Company is looking for a Business Development Manager to drive growth initiatives across various markets such as Phoenix... ...and business development with a Bachelor’s degree in a related field. Competitive compensation including health benefits, PTO, and professional...Field
- ...a focus on creating impactful AI-driven workflows, the successful candidate should have over five years of experience in relevant fields, be skilled in SQL, and familiar with tools like GitHub Copilot and Python. This position supports a hybrid work schedule, encouraging...Field
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Advisory Consulting — Wealth Management Field Leader. Be the first to apply!
Related searches
- vice president of product strategy Scottsdale, AZ
- vice president of recruiting Scottsdale, AZ
- vice president business development Scottsdale, AZ
- vp talent acquisition Scottsdale, AZ
- vice president product development Scottsdale, AZ
- vice president support services Scottsdale, AZ
- vice-president human resources Scottsdale, AZ
- vice president manufacturing operations Scottsdale, AZ
- vice president of ecommerce Scottsdale, AZ
- vice president information technology Scottsdale, AZ



