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Wealth Management Sales Opportunity in Financial Services

Vice President, Advisory Consulting

Preferred 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

Remote applicants may potentially be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time: 30-65% Travel May Be Required

Salary: $140,000 - $175,000 per year + sales incentive compensation, paid quarterly.

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

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

For more details of what you can look forward to, visit our careers page:

Summary

The Vice President, Advisory Consulting is responsible for leading the field-based regional sales and consulting efforts. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm. The VP oversees regional consultants, collaborates with internal partners, and ensures alignment between the field and home office sales strategy. This role reports to the SVP, Advisory Consulting.

Responsibilities

• Field Leadership & Team Development
  • Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth.
  • Equip the field with messaging, positioning, and resources needed for effective advisor engagements.
  • Support professional development through coaching, training, and skill-building; conduct tandem travel with Regional Vice Presidents.
• Field Strategy & Execution
  • Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact.
  • Ensure consistent execution of sales campaigns and initiatives throughout all field regions.
  • Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives.
• Advisor Engagement & Business Growth
  • Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation.
  • Lead field efforts in driving the brokerage-to-advisory transition and expanding use of the Wealth Management Platform.
  • Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events.
• Cross-Functional Collaboration
  • Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions.
  • Partner with Marketing, Product, Platform, and Research teams to deliver timely updates, content, and educational resources for the field.
  • Act as a senior escalation point for field-raised advisor issues, working with home office teams to resolve quickly.
• Performance & Accountability
  • Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps.
  • Use analytics to refine territory strategies and improve advisor penetration within regions.
  • Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends.
• Other Responsibilities
  • Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs.
  • Represent the voice of the field in product development, platform enhancements, and strategic planning.
  • Perform other duties as assigned and track appropriate activity in firm CRM.

Education Requirements

• Master's Degree preferred; Bachelor's Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred

Basic Requirements

• Series 7 required
• Ability to travel up to 75% of the time
• 5+ years in a similar role with 10+ years of experience in related field
• Driven and goal-oriented nature; enthusiastic, sales-focused personality
• Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies
• Ability to introduce a complex subject matter in clear articulate fashion
• Ability to work independently with high level of organization and time management skills
• Deep experience working directly with financial advisors
• Familiarity with using a client relationship management program

Preferred Requirements

• Advanced certification; CFP or CIMA designation preferred

Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and consulting efforts, driving advisor engagement and adoption of the Wealth Management Platform (WMP). The role oversees regional consultants, collaborates with internal partners, and aligns field and home office sales strategies.

Responsibilities include guiding territory plans, coordinating with leadership, and promoting growth of advisory assets across the firm.

Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting efforts. The role drives advisor engagement, promotes adoption of the Wealth Management Platform (WMP), and grows advisory assets across the firm.

The VP oversees regional consultants and aligns field work with home office strategy, reporting to the SVP, Advisory Consulting. The position requires deep knowledge of advisory platforms, 5+ years in a similar role, and a willingness to

Wealth Management Sales Opportunity in Financial Services

Vice President, Advisory Consulting

Preferred 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

Remote applicants may potentially be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time: 30-65% Travel May Be Required

Salary: $140,000 - $175,000 per year + sales incentive compensation, paid quarterly.

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

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

For more details of what you can look forward to, visit our careers page:

Summary

The Vice President, Advisory Consulting is responsible for leading the field-based regional sales and consulting efforts. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm. The VP oversees regional consultants, collaborates with internal partners, and ensures alignment between the field and home office sales strategy. This role reports to the SVP, Advisory Consulting.

Responsibilities

• Field Leadership & Team Development
  • Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth.
  • Equip the field with messaging, positioning, and resources needed for effective advisor engagements.
  • Support professional development through coaching, training, and skill-building; conduct tandem travel with Regional Vice Presidents.
• Field Strategy & Execution
  • Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact.
  • Ensure consistent execution of sales campaigns and initiatives throughout all field regions.
  • Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives.
• Advisor Engagement & Business Growth
  • Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation.
  • Lead field efforts in driving the brokerage-to-advisory transition and expanding use of the Wealth Management Platform.
  • Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events.
• Cross-Functional Collaboration
  • Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions.
  • Partner with Marketing, Product, Platform, and Research teams to deliver timely updates, content, and educational resources for the field.
  • Act as a senior escalation point for field-raised advisor issues, working with home office teams to resolve quickly.
• Performance & Accountability
  • Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps.
  • Use analytics to refine territory strategies and improve advisor penetration within regions.
  • Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends.
• Other Responsibilities
  • Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs.
  • Represent the voice of the field in product development, platform enhancements, and strategic planning.
  • Perform other duties as assigned and track appropriate activity in firm CRM.

Education Requirements

• Master's Degree preferred; Bachelor's Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred

Basic Requirements

• Series 7 required
• Ability to travel up to 75% of the time
• 5+ years in a similar role with 10+ years of experience in related field
• Driven and goal-oriented nature; enthusiastic, sales-focused personality
• Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies
• Ability to introduce a complex subject matter in clear articulate fashion
• Ability to work independently with high level of organization and time management skills
• Deep experience working directly with financial advisors
• Familiarity with using a client relationship management program

Preferred Requirements

• Advanced certification; CFP or CIMA designation preferred

Primary City/State: Phoenix, Arizona

Department Name: Legal Svcs-Corp

Work Shift: Day

Job Category: Legal

We are seeking an Associate General Counsel to serve as a trusted legal advisor and strategic business partner to revenue cycle, supply chain, and enterprise-wide business operations in a complex healthcare environment. In this capacity, you will negotiate and manage commercial agreements to ensure alignment with organizational objectives and risk tolerance, while advising executives and operational leaders on regulatory compliance, risk management, and dispute resolution. Through collaborative partnerships across departments, you will identify legal risks, develop effective mitigation strategies, and implement procedures that support compliant, efficient operations and drive initiatives that safeguard the organization’s legal and business interests. You will also serve as a key resource in translating regulatory changes into actionable business practices and educating business partners on resulting operational impacts.

Your pay and benefits are important components of your journey at Banner Health. This opportunity includes the option to participate in a variety of health, financial, and security benefits. In addition, this position may be eligible for our Management Incentive Program as part of your Total Rewards package. Within Banner Health Corporate, you will have the opportunity to apply your unique experience and expertise in support of a nationally-recognized healthcare leader. We offer stimulating and rewarding careers in a wide array of disciplines. Whether your background is in Human Resources, Finance, Information Technology, Legal, Managed Care Programs or Public Relations, you’ll find many options for contributing to our award-winning patient care.

POSITION SUMMARY

This position provides legal support and advice, including interpreting laws, rules and regulations, advising company personnel, negotiating and drafting agreements and other documents, and monitoring laws and regulations affecting the company.

CORE FUNCTIONS

• Assists management with a wide variety of projects requiring legal expertise, including negotiating and drafting contracts and other documents, reviewing and revising policies to maintain legal compliance, and advising and assisting with legal disputes.
• Assists in protecting the company’s legal interests and maintaining its operations consistent with the law. Provides hands‑on counsel. Identifies and analyzes legal issues, presents clear recommendations.
• Advises company officers, managers and employees of legal requirements pertaining to operations, including changes in laws and regulations, which may impact the company. Provides education and training to personnel on relevant topics impacting the company.
• Promotes and supports corporate compliance with company policies and federal, state and local governmental rules, regulations and laws.
• The scope of this position encompasses various legal requirements which impact the company. These principles are complex, fluid and must be applied to an ever‑changing environment.

MINIMUM QUALIFICATIONS

• JD or LLB from an ABA accredited law school.
• Bar admission and eligibility to practice in Arizona.
• Five years' experience as a practicing attorney.
• A working knowledge of personal computers, including word‑processing skills. Inter‑personal and professional skills to provide legal services in a useful manner to those at all levels of the organization.

PREFERRED QUALIFICATIONS

• Eight or more years as a practicing attorney, including at least five years in a law firm setting.
• Three years' experience in health care law.
• Additional related education and/or experience preferred.

EEO/Disabled/Veterans

Our organization supports a drug‑free work environment.

Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and advisory efforts. You will drive adoption of the Wealth Management Platform, engage top advisors, and grow assets across the region.

You will manage regional consultants, partner with Marketing, Product, and Research, and ensure alignment with home office strategy. Travel up to 75% is required; hybrid in-office schedule applies.

Wealth Management Sales Opportunity in Financial Services

Vice President, Advisory Consulting

Preferred 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

Remote applicants may potentially be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time: 30-65% Travel May Be Required

Salary: $140,000 - $175,000 per year + sales incentive compensation, paid quarterly.

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

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

For more details of what you can look forward to, visit our careers page:

Summary

The Vice President, Advisory Consulting is responsible for leading the field-based regional sales and consulting efforts. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm. The VP oversees regional consultants, collaborates with internal partners, and ensures alignment between the field and home office sales strategy. This role reports to the SVP, Advisory Consulting.

Responsibilities

• Field Leadership & Team Development
  • Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth.
  • Equip the field with messaging, positioning, and resources needed for effective advisor engagements.
  • Support professional development through coaching, training, and skill-building; conduct tandem travel with Regional Vice Presidents.
• Field Strategy & Execution
  • Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact.
  • Ensure consistent execution of sales campaigns and initiatives throughout all field regions.
  • Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives.
• Advisor Engagement & Business Growth
  • Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation.
  • Lead field efforts in driving the brokerage-to-advisory transition and expanding use of the Wealth Management Platform.
  • Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events.
• Cross-Functional Collaboration
  • Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions.
  • Partner with Marketing, Product, Platform, and Research teams to deliver timely updates, content, and educational resources for the field.
  • Act as a senior escalation point for field-raised advisor issues, working with home office teams to resolve quickly.
• Performance & Accountability
  • Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps.
  • Use analytics to refine territory strategies and improve advisor penetration within regions.
  • Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends.
• Other Responsibilities
  • Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs.
  • Represent the voice of the field in product development, platform enhancements, and strategic planning.
  • Perform other duties as assigned and track appropriate activity in firm CRM.

Education Requirements

• Master's Degree preferred; Bachelor's Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred

Basic Requirements

• Series 7 required
• Ability to travel up to 75% of the time
• 5+ years in a similar role with 10+ years of experience in related field
• Driven and goal-oriented nature; enthusiastic, sales-focused personality
• Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies
• Ability to introduce a complex subject matter in clear articulate fashion
• Ability to work independently with high level of organization and time management skills
• Deep experience working directly with financial advisors
• Familiarity with using a client relationship management program

Preferred Requirements

• Advanced certification; CFP or CIMA designation preferred

Locations: Boston, Massachusetts; Denver, Colorado; Madison, Wisconsin; Raleigh, North Carolina

Job Title: Principal Technical Consultant – Customer Success (Appian)

Overview

Appian values intensity and excellence. The Customer Success team is focused on delivering mission‑critical business impact quickly and partners with customers to bring their ideas to life. This role involves engaging with customers post‑sales to develop and implement custom software solutions on the Appian platform for commercial clients.

Responsibilities

• Lead projects through the entire life‑cycle, defining, designing, developing, and implementing custom software and AI solutions on the Appian platform.
• Work in an agile environment to understand client business processes and technical needs.
• Launch new relational data models in production and develop APIs to integrate with multiple systems.
• Partner with Appian Architects and Technical Delivery Managers, and mentor consultants through fast‑paced software implementations.
• Brainstorm and implement AI use cases, applying retrieval‑augmented generation (RAG), agentic workflows, prompt engineering, and the latest generative models.
• Collaborate with client technical teams and business users throughout the software development life‑cycle to drive adoption and empower clients to build process applications independently.

Qualifications

• Passion for mentoring and developing others; experience leading teams through post‑sale software implementation.
• Ability to work with clients to define business processes and gather functional and technical system requirements.
• Excellent communication skills, passion for technology, and a mindset of continuous learning and critical questioning.
• History of success on cross‑functional teams; experience building products using agile methodologies (pair programming, stand‑ups, planning sessions, and sprints).
• Basic understanding of object‑oriented programming, relational databases, database design/data modeling, and SQL (writing queries, joins, views, etc.).
• Knowledge of software testing practices, test‑driven development, and automated test suites within a continuous integration framework; integration experience using APIs such as REST and SOAP, JDBC connections, and web services.
• Familiarity with Amazon Web Services (AWS), Artificial Intelligence (AI), Analytics, Machine Learning, Google Cloud, Application Integration, Database, Developer Tools, Management & Governance, and Elastic Containers is preferred.
• Seven or more years of experience with hands‑on software development or technical consulting.
• B.S./B.A. in Engineering, Computer Science, Information Systems, Mathematics, or a related field/degree.
• Willingness to travel (20% or less annually) to support customer engagement.

Salary Range

$100,000 - $225,000 USD

Benefits

Appian offers a generous benefits package, including a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life and disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Equity awards may be available for certain positions.

Tools and Resources

• Training and development during onboarding and continuous learning opportunities, including mentorship and the First‑Friend program.
• Growth opportunities through leadership programs, department‑specific training, a comprehensive library of specialized training, skill‑based training, and tuition reimbursement.
• A community that supports inclusivity, with employee‑led affinity groups that facilitate networking, social, educational, and outreach activities.

Equal Employment Opportunity

Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.

Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at

Location: Phoenix, Arizona

Department: Legal Svcs-Corp

Shift: Day

Category: Legal

We are seeking an Associate General Counsel to play a critical role in supporting strategic growth and enterprise operations across a complex healthcare environment. This highly visible position will provide legal advice and counsel on mergers, acquisitions, and joint ventures, advise on real estate and construction transactions supporting clinical and operational expansion, and oversee the negotiation of confidentiality and nondisclosure agreements and other key commercial arrangements. Prior experience in healthcare is preferred but not required.

Position Summary

This position provides legal support and advice, including interpreting laws, rules and regulations, advising company personnel, negotiating and drafting agreements and other documents, and monitoring laws and regulations affecting the company.

Core Functions

• Assists management with a wide variety of projects requiring legal expertise, including negotiating and drafting contracts and other documents, reviewing and revising policies to maintain legal compliance, and advising and assisting with legal disputes.
• Assists in protecting the company’s legal interests and maintaining its operations consistent with the law. Provides hands‑on counsel. Identifies and analyzes legal issues, presents clear recommendations.
• Advises company officers, managers and employees of legal requirements pertaining to operations, including changes in laws and regulations, which may impact the company. Provides education and training to personnel on relevant topics impacting the company.
• Promotes and supports corporate compliance with company policies and federal, state and local governmental rules, regulations and laws.
• The scope of this position encompasses various legal requirements which impact the company. These principles are complex, fluid and must be applied to an ever‑changing environment.

Minimum Qualifications

• JD or LLB from an ABA accredited law school.
• Bar admission and eligibility to practice in Arizona.
• Five years’ experience as a practicing attorney.
• A working knowledge of personal computers, including word‑processing skills. Inter‑personal and professional skills to provide legal services in a useful manner to those at all levels of the organization.

Preferred Qualifications

• Eight or more years as a practicing attorney, including at least five years in a law firm setting.
• Three years’ experience in health care law.
• Additional related education and/or experience preferred.

Benefits

This opportunity includes the option to participate in a variety of health, financial, and security benefits. In addition, this position may be eligible for our Management Incentive Program as part of your Total Rewards package.

EEO Statement

EEO/Disabled/Veterans.

Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting efforts. You will drive advisor engagement, promote Wealth Management Platform adoption, and grow advisory assets while guiding regional consultants and coordinating with home office.

Requires a Series 7, 5+ years in a similar role with 10+ years in the field, and ability to travel up to 75%. Hybrid in-office and remote work options are available, with a strong focus on collaboration

Rimkus Consulting Group, Inc. seeks Civil/Structural Engineers to perform investigations and forensic analyses on residential and commercial structures. This hybrid role blends fieldwork with home-office work, focusing on determining causes of structural issues and preparing professional reports and expert testimony when required.

Candidates should have a B.S. in Civil Engineering and a P.E. license, with 2–10+ years of experience.

Wealth Management Sales Opportunity in Financial Services

Vice President, Advisory Consulting

Preferred 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

Remote applicants may potentially be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time: 30-65% Travel May Be Required

Salary: $140,000 - $175,000 per year + sales incentive compensation, paid quarterly.

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

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

For more details of what you can look forward to, visit our careers page:

Summary

The Vice President, Advisory Consulting is responsible for leading the field-based regional sales and consulting efforts. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm. The VP oversees regional consultants, collaborates with internal partners, and ensures alignment between the field and home office sales strategy. This role reports to the SVP, Advisory Consulting.

Responsibilities

• Field Leadership & Team Development
  • Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth.
  • Equip the field with messaging, positioning, and resources needed for effective advisor engagements.
  • Support professional development through coaching, training, and skill-building; conduct tandem travel with Regional Vice Presidents.
• Field Strategy & Execution
  • Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact.
  • Ensure consistent execution of sales campaigns and initiatives throughout all field regions.
  • Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives.
• Advisor Engagement & Business Growth
  • Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation.
  • Lead field efforts in driving the brokerage-to-advisory transition and expanding use of the Wealth Management Platform.
  • Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events.
• Cross-Functional Collaboration
  • Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions.
  • Partner with Marketing, Product, Platform, and Research teams to deliver timely updates, content, and educational resources for the field.
  • Act as a senior escalation point for field-raised advisor issues, working with home office teams to resolve quickly.
• Performance & Accountability
  • Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps.
  • Use analytics to refine territory strategies and improve advisor penetration within regions.
  • Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends.
• Other Responsibilities
  • Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs.
  • Represent the voice of the field in product development, platform enhancements, and strategic planning.
  • Perform other duties as assigned and track appropriate activity in firm CRM.

Education Requirements

• Master's Degree preferred; Bachelor's Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred

Basic Requirements

• Series 7 required
• Ability to travel up to 75% of the time
• 5+ years in a similar role with 10+ years of experience in related field
• Driven and goal-oriented nature; enthusiastic, sales-focused personality
• Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies
• Ability to introduce a complex subject matter in clear articulate fashion
• Ability to work independently with high level of organization and time management skills
• Deep experience working directly with financial advisors
• Familiarity with using a client relationship management program

Preferred Requirements

• Advanced certification; CFP or CIMA designation preferred

Banner Health is seeking a senior leader to provide strategic and operational oversight of the claims and litigation management team. The role includes implementing best practices, financial responsibility for claim performance, and giving legal direction on risk management incidents and potential claims.

The incumbent will mentor Claims Directors, interact with offshore captive board, and coordinate with internal risk functions to reduce liability costs across HPPL, GL, and EPL claims.

Osaic seeks a Vice President, Advisory Consulting to lead regional field sales and advisory consulting for the Wealth Management Platform, driving advisor engagement and asset growth.

The role reports to the SVP, Advisory Consulting and requires 5+ years in a similar role, 10+ years in related fields, and a Series 7. Up to 75% travel; remote options may be available, with a hybrid in-office schedule where applicable.

Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and consulting efforts, focusing on driving advisor engagement and adoption of the Wealth Management Platform (WMP). You will oversee regional consultants, collaborate with internal partners, and align field and home office sales strategies to grow advisory assets.

The role requires 5+ years in a similar role with 10+ years in related fields, Series 7, and travel up to 75%.

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.

Deputy/Associate General Counsel

Position Type: Full time

Supervisor: General Counsel

Job Purpose: Providing legal services and advice on a range of legal matters.

Location: Remote, various locations throughout California.

Salary Range: Beginning salary $151,714.85 - $167,293.97; full salary schedule $151,714.85 - $193,713.06.

Position Overview

Under the supervision and direction of the General Counsel, the Deputy General Counsel will provide legal services and advice on a range of legal matters pertaining to the operation of Calbright College, including drafting and reviewing contracts, researching and analyzing statutes, regulations, and relevant case law, advising departments and/or divisions within the College, and developing and implementing policies and procedures to support the operations of the General Counsel’s office and the rest of the College. The role supports the work of the General Counsel and is responsible for completing complex and sensitive assignments that have a College-wide impact.

Essential Job Duties and Responsibilities

• Supports the General Counsel with responding to legal issues or needs of departments, the Executive Team, and the College Board of Trustees.
• Assists with the administration of the College's legal affairs, including handling civil litigation, administrative hearings, contract review and drafting, drafting policies and procedures, and completing assignments.
• Assists policy makers by drafting new and amended policies, regulations, and procedures to ensure legal format, intent, and compliance with applicable Federal, State, and local laws.
• Attends meetings of the Calbright Board of Trustees in the General Counsel’s absence and as otherwise required.
• Provides legal counsel to College officials, including employees and the Executive Team, to prevent and minimize legal exposure to the College in areas such as labor/employment, public contracting and procurement, student conduct, data privacy, public sector ethics, open meeting laws, public records, and other higher education policies and practices.
• Receives, reviews, logs, processes, and monitors evidentiary and document requests issued to the College, including subpoenas, requests for production of documents, requests for admissions, California Public Records Act (CPRA) requests, and deposition notices.
• Represents the College in mediation, arbitration, administrative hearings, and judicial proceedings, as needed.
• Prepares, drafts, and reviews a variety of complex legal documents, including contracts, agreements, Board Policies, Administrative Procedures, and resolutions.
• Presents items to the Board of Trustees for approval or other action such as contracts, Board Policies, and resolutions.
• Assists with risk management, including managing the investigation, evaluation, and resolution of complex legal disputes including regulatory, governmental, and highly sensitive matters, both litigated and non‑litigated.
• Assists with property acquisition (purchase or lease) and facilities planning and development, including managing construction claims and related legal disputes.
• Assists with drafting and distributing all appropriate legal communication for Calbright College.
• Provides guidance and assistance in areas of diversity, Americans with Disabilities Act (ADA), Fair Employment and Housing Act (FEHA), Equal Opportunity Employment, sexual harassment, gender and sexual orientation sensitivity, discrimination, retaliation, and other human resources compliance issues in coordination with the General Counsel and Human Resources Department.
• Assists the Human Resources Department with personnel investigations, employee relations matters, and recruitment and screening processes for new hires and promotions to maintain compliance with the District's diversity, equity, and compliance programs.
• Attends and/or coordinates attendance of required parties at administrative hearings, settlement conferences, depositions, trials, arbitrations, and mediations in connection with open claims and litigations.
• Monitors industrial and non‑industrial interactive process outcomes with Human Resources and the General Counsel.
• Partners with the General Counsel to conduct in‑service training programs and workshops on legal issues, legislation, court decisions, and trends as needed.
• Works on special projects in response to needs as assigned by the General Counsel.
• Attends in‑person meetings, events, and other convenings as required.
• Performs other related duties as assigned that support the objective of the position.

Knowledge, Skills, and Abilities

• Works independently with minimal supervision to organize and prioritize legal tasks.
• Applies legal record or file management practices and requirements.
• Utilizes litigation and best‑practice strategies to protect and advance the interests of Calbright College.
• Demonstrates professional and tactful negotiation and persuasion skills to achieve objectives within legal and non‑legal audiences.
• Communicates effectively with diverse stakeholders across the California Community College System.
• Applies problem‑solving techniques and analytical principles to offer counsel and advice on legal and policy matters.
• Operates modern office equipment, practices, and software.
• Shows sensitivity and respect for the diverse academic, socio‑economic, ethnic, religious, and cultural backgrounds, as well as disabilities and sexual orientation of community college students, staff, and faculty.
• Maintains current knowledge of relevant legal ideas, research, and practices through ongoing study and professional organization participation.
• Maintains confidentiality of communications, records, and reports.
• Supports the College’s General Counsel’s Office through various duties.
• Adapts to the College’s operations, policies, and objectives.
• Meets schedules, timelines, and deadlines.
• Communicates complex legal issues and matters effectively, orally and in writing, establishing cooperative relationships.
• Compiles, analyzes, and interprets complex legal information to facilitate decision‑making.
• Works cooperatively with Calbright College departments and the public.
• Investigates and assesses litigation and legal issues and offers sound advice.
• Provides input relative to the performance of outside counsel.

Minimum Qualifications

• Juris Doctorate from an accredited school of law.
• At least five (5) years of increasingly responsible professional legal experience, including at least two (2) years in California in law applicable to a public agency or higher education institution.
• Good standing with the State Bar of California and current license to practice law in California.
• Experience working with California Community College Districts is highly desired.

Working Conditions and Travel

• Calbright College is a statewide online college. Employees may be required to travel to in‑person meetings, trainings, or conferences; travel mileage and expenses are reimbursed per policy.
• Regular attendance is essential; inability to meet attendance requirements may preclude continued employment.
• The holder of this position is a mandated reporter under the California Child Abuse and Neglect Reporting Act and must comply with related policies and Title IX.
• Travel and work may involve occasional travel within a certain distance of the employee’s primary remote location or to the Sacramento administrative office.
• Remote work requires reliable digital communication tools and ability to work on a computer for extended periods.
• Requires the ability to function in a remote online instructional environment; ability to use hearing and speech for presentations, conversations, and distinguish sound prompts; near visual acuity and dexterity for computer use; ability to lift or move up to 25 pounds.
• Work is performed indoors with minimal safety concerns.

Equal Employment Opportunity

Calbright College provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, veteran status, disability, or genetics. In addition to federal law requirements, Calbright College complies with applicable state and local laws governing nondiscrimination in employment.

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