AVP, Employer Plan Consulting

Wealth Management Solutions Opportunity in Financial Services

AVP, Employer Plan Consulting

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $100,000 - $125,000 plus annual 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:https://careers.osaic.com/Creative/Benefits.

Summary:

The AVP, Employer Plan Consulting plays a pivotal role in driving growth and profitability across the employer retirement plan business. Responsibilities include creating Osaic's retirement-to-wealth strategy, consulting on ERISA and non-ERISA plans, fostering partner relationships, and promoting subscription services. This role also involves leadership of the Employer Plan Consulting team, collaborating with internal/external partners, and driving automation of sales processes.

Education Requirements:

• Bachelor's Degree from accredited university in Finance, Business, Marketing or other related field required.

Responsibilities:

• Create, implement and promote a retirement-to-wealth strategy at Osaic building on the existing Networ(k) program.

• Candidates should have considerable, demonstrated experience in creating such a strategy.

• Advise FPs on optimal plan design and provider selection for ERISA and non-ERISA plans.

• Promote RPAG and other subscription services; onboard and support new RPAG members.

• Deliver virtual and in-person presentations to promote team resources and the Networ(k) program.

• Support recruiting efforts by demonstrating team capabilities and articulating Osaic's value proposition.

• In collaboration with the Osaic Partner Relations team, maintain and deepen relationships with strategic partners through regular meetings and collaborative initiatives.

• Assist in the facilitation of strategic partner involvement in Osaic events (ConnectED, Retirement Solutions Summit).

• Keep Employer Plan landing page and partner data current and accessible.

• Participate in partner due diligence and roundtable events.

• Manage relationships and contracts with vendors such as ERISApedia, RPAG, Retirement Learning Center/October Three.

• Promote platforms for prospecting, reporting, and participant support (e.g., BidMoni, RPAG, ERISApedia, Your Money Line).

• Ensure data accuracy and integration across platforms and recordkeepers.

• Maintain service levels by actively participating in call queues and monitoring team inboxes.

• Log interactions in Salesforce and manage advisor scheduling via OnceHub.

• Generate and analyze reports using Genesys and other internal tools.

• Collaborate with compliance and supervision teams to streamline documentation and onboarding processes.

• Lead and grow advisor communities such as GenK and The Networ(k).

• Guide and run the Employer Plan Council in strategic direction and initiative prioritization.

• Expand educational offerings including CPFA, CPSP, and (k)RS designations.

• Support NAPA award nominations and industry recognition efforts.

• Plan and execute the Employer Plan Summit and sessions at ConnectED, Osaic's national advisor conference.

• Coordinate partner participation and communicate agendas to stakeholders.

• Represent Osaic at industry events (NAPA, TRAU, RPAG Conference, Retirement Leadership Forum).

Basic Requirements:

• 7+ years in the securities industry; 3+ years with ERISA and employer retirement plans.
• FINRA Series 7 license.
• Strong consultative communication and relationship management skills.
• Proficiency in financial planning concepts and industry terminology.
• Ability to manage multiple priorities and work independently.

Preferred Requirements:

• FINRA Series 66 (or 65 and 63)

• CPFA, NQPC, AIFA Designations

• Life & Annuity License