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, WMP adoption, and growing advisory assets while overseeing regional consultants and aligning field with home-office strategy. Reporting to the SVP, Advisory Consulting, the incumbent will collaborate with internal teams, travel extensively, and drive strategic growth within a hybrid work model with potential remote options. #J-18808-Ljbffr Osaic
- Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting efforts across locations including... ...St. Petersburg. This role focuses on promoting the Wealth Management Platform adoption, driving asset shift, and growing...FieldWork at officeRemote workShift work
$140k - $175k
...Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting Preferred Location(s): Atlanta: 2300... ...responsible for leading the field-based regional... ...the firm. The VP oversees regional consultants... ..., OSJ/Enterprise Leaders, and other key...FieldFull timeWork at officeRemote workWork from homeHome officeShift work- ...Chase. As part of Risk Management and Compliance, you are... ...support to the J.P. Morgan Wealth Management broker-... ...reviews and analysis of field activities to confirm adherence... ...income, and investment advisory products. ~ Excellent... ...and today we are a leader in investment banking,...Field
$145k - $200k
...to serve as a key leader for Jefferies’ Segregation... ...Identity & Access Management strategy.This... ..., or related fields.Direct experience... ..., ISO27001).Prior consulting or BISO-type experience... ...that provides advisory, sales and trading, research, and wealth and asset management...FieldFull timePart timeLocal area- ...leading healthcare consulting firm specializing in strategic advisory services, operational... ...driven approach to managing the department and... ...with operational leaders, both administrative... ...collaborates with the VP of Internal Audit/... ..., or related field. Years of Relevant...Field
- ...Reference26-07994Experience-1Description: Job TitleLead Consultant | Capital Markets | Wealth ManagementWork Location & Reporting AddressJersey City,... ...InteractionInterview Process (Is face to face required?) NoCustom Fields: Name: Intake Call CompletedValue: trueName: Intake Call...FieldContract work
$160k - $175k
...Analytics is a senior technical leader responsible for designing... ...technology stacks, the VP serves primarily as an... ...technical solutions, manage delivery expectations, and... ...markets firm that provides advisory, sales and trading, research, and wealth and asset management...Full timePart timeLocal area$142.96k - $238.34k
...Passion At LPL, people leaders hold the key to the... ...Administrative Manager, is a senior leader within LPL’s Field Management team. Field... ...satisfaction. As VP, you will shape the... ...services and/or wealth management FINRA Series... ...in brokerage and advisory assets on behalf of...Field$100k - $185k
...) is a leading technology services and consulting company focused on building innovative... ...additional information, visit us at HCM Cloud Advisory LeadOracle HCM Cloud Advisory... ...data, integrations, reporting, and change management.Ability to shape transformation strategy...Minimum wageLocal area- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions.... ...member of the Defined Contribution (DC) Consulting team and will serve as a territory-... ...spans over 200 years and today we are a leader in investment banking, consumer and small...Remote work
- ## VP Wealth Management Advice & Product SpecialistsApplyremote type: Remote... ...management products, advisory platforms, financial planning... ...investment solutions, and consultative client growth support.This... ...role partners with executive leaders across Wealth Management and...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours
$275k - $325k
...direct a high-performing internal consulting and commercial operations... ...business or science related field is required. An advanced degree... ...of experience in sales, management and commercial operations with... ...across the enterprise with sales leaders.Identify and build sales...FieldFull timePart timeFlexible hours$144.3k - $296.1k
...develop effective sales strategies, manage the pursuit process and act as... ...external audit, accounting advisory, and assurance opportunities.... ...that position Deloitte as a leader in the start-up ecosystem, which... ..., business or related field.10+ years of business development...FieldWork at officeLocal areaVisa sponsorship- A technology consulting firm is seeking a Configuration Architect to lead design and implementation... ...a Bachelor's degree in IT or related field and at least seven years of advanced... ...health plans. Responsibilities include managing project plans, liaising with various business...FieldRemote jobFull time
- ...Finance Financial Services Consulting & Professional Services... ...consumer finance asset management leasing financial technology... ...digital banking savings wealth management consumer... ...Bachelor's degree in a related field is required, and an advanced...Field
$205k - $235k
...reimagined strategic consulting to work in a world... ...such, we bring a wealth of knowledge to... ...Engineering: Expertise in managing large datasets,... ..., or a related field and 5 years of... ...particular focus on client advisory or strategic... ...our team‑led and leader‑enabled hybrid model...FieldWork experience placementSummer holidayWork at officeFlexible hours- ...Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & Mortgages Consulting & Professional Services Brokerage... ...candidate will be a senior, independent leader responsible for defining the target state...
- ...Services Health & Wellness Consulting & Professional Services Diagnostic... ...be the primary quality thought leader, working closely with the Senior Management Team to ensure a proactive... ...educational background in a relevant field, such as life sciences or engineering...Field
- ...predictive models serving clients across wealth management, lending, and advisory, from problem framing with business... ...Science, or a related quantitative field. At least 5 years of hands-on ML... ...spans over 200 years and today we are a leader in investment banking, consumer and...FieldCasual work
- ...impact models serving clients across wealth management, lending, and advisory, from problem framing with business... ...Data Science, or related quantitative field Atleast 5 years of hands-on ML... ...spans over 200 years and today we are a leader in investment banking, consumer and...Field
- ...expertise to JPMorganChase. As part of Risk Management and Compliance, you play a crucial role... ..., financial engineering, or related field.Advanced knowledge of probability theory,... ...spans over 200 years and today we are a leader in investment banking, consumer and small...Field
- .P. Morgan is a global leader in financial services, providing strategic advice and products... ...once deployedWork closely with product managers, data scientists, ML engineers, and other... ...Science, Engineering, or a related field and 7+ years of demonstrated experience in...Field
$176.72k - $265.08k
...ProfessionalCompany: CitiWe are seeking a results-driven Generative AI group manager with end-to-end experience for execution and deployment of... ...’s degree in Computer Science, Data Science, AI, or a related field-----------------------------------------------------------------...FieldFull time$184.28k - $203k
...Engineer II for its Jersey City, NJ location to Consult with internal business groups to provide... ...data engineers, business users, project managers and other engineers to achieve elegant... ..., Electronic Engineering, or a related field, and seven (7) years of experience in the...FieldPermanent employmentTemporary workRemote workFlexible hours$142.32k - $213.48k
...services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best...Full timeWork at office- ...executive to lead a unified customer success, advisory, and delivery function for its... ...and drive retention alongside account management with a strong focus on product-led energy... ...solutions. You will oversee a technical, consultative CS organization, leveraging AI tools...
- Empower LLC is seeking a Vice President for Wealth Management Advice & Product Specialists to set the long-term vision and... ...will lead an enterprise function, partner with senior leaders, and develop scalable consultation models to improve advisor productivity and client...
$163k - $237k
...for underwriting, pricing, and portfolio management.Enhance and implement AI-enabled pricing... ...modeling initiatives. Chubb is a world leader in insurance. With operations in 54 countries... ..., statistics, mathematics, or related field.Deep professional experience in insurance...FieldLocal area- ...member for the role of Senior Vice President, POM Product Manager (Product Owner) to join our Wealth Services Platform team. We especially welcome Product... ...Science, Information Systems, Business, or related field; advanced degree preferred.• Expertise in stakeholder management...FieldWorldwideFlexible hours
- ...Vice President, Product Owner to join our Wealth Services Platform team. In this role, as... ...Data Group, you’ll own, design, develop and manage the end-to-end lifecycle of data products... ...Systems, Business, or related field; advanced degree preferred.5+ years of experience...FieldWorldwideFlexible hours
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