What are the responsibilities and job description for the VP, High Net Worth Planning Services position at Osaic?
Senior Leadership/High Net Worth Engagement Opportunity in Financial Services
Vice President, High Net Worth Planning Services
Role Type: Full time
Salary: $165,000 – $180,000 per year 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 Vice President of High Net Worth (HNW) Planning Services is a strategic leadership role responsible for supporting Osaic Financial Professionals in delivering sophisticated, customized financial planning solutions to HNW and Ultra-HNW clients (net worth $10M ). This individual will lead a team of Senior Financial Planning Specialists to deliver high-quality, financial planning solutions. The VP also serves as a thought leader within the organization, driving innovation and excellence in wealth planning services while contributing to the firm’s strategic vision.
Responsibilities
Bachelor’s degree from an accredited university.
Basic Requirements
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
Vice President, High Net Worth Planning Services
Role Type: Full time
Salary: $165,000 – $180,000 per year 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 Vice President of High Net Worth (HNW) Planning Services is a strategic leadership role responsible for supporting Osaic Financial Professionals in delivering sophisticated, customized financial planning solutions to HNW and Ultra-HNW clients (net worth $10M ). This individual will lead a team of Senior Financial Planning Specialists to deliver high-quality, financial planning solutions. The VP also serves as a thought leader within the organization, driving innovation and excellence in wealth planning services while contributing to the firm’s strategic vision.
Responsibilities
- Serve as a strategic partner to Osaic advisors, supporting advanced planning for HNW/UHNW clients in areas such as estate and philanthropic planning, business owner strategies, tax optimization, risk management, and investment planning.
- Lead and develop a high-performing team of Senior Financial Planning Specialists.
- Collaborate cross-functionally with internal teams and strategic partners to deliver integrated wealth management solutions.
- Monitor market trends and client feedback to drive service innovation and continuous improvement.
- Help develop and deliver educational content to advisors on estate, tax, and financial planning topics.
- Align HNW planning initiatives with firm-wide strategic priorities through collaboration with senior leadership.
- Represent Osaic as a speaker on financial planning topics at company sponsored advisor forums and industry events.
Bachelor’s degree from an accredited university.
Basic Requirements
- 10 years of experience in financial services
- CFP® designation or JD required.
- Proven leadership experience managing financial planning professionals.
- Extensive experience developing financial plans for HNW individuals or families.
- Deep expertise in estate, gift, trust, and partnership tax strategies.
- Advanced planning techniques (e.g., GRATs, QPRTs, FLPs, ILITs, CRTs, CLTs, Private Foundations, GST strategies).
- Executive compensation planning (e.g., NQSOs, ISOs, RSUs).
- Strong intellectual and interpersonal skills with the ability to influence advisors and senior leaders.
- Ability to integrate market, legislative, and regulatory developments into planning strategies.
- Demonstrated success in a fast-paced, results-driven environment.
- Proficiency with financial planning software (e.g., eMoney)
- Experience with family office structures, private trust companies, and entity governance
- CPA or LLM designation.
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
Salary : $165,000 - $180,000