Full-Time
Vice President
Osaic
1,001-5,000 employees
Independent wealth-management platform for advisors
Compensation Overview
$85k - $100k/yr
New Mexico, USA + 9 more
More locations: Kansas, USA | Texas, USA | Arizona, USA | Arkansas, USA | Colorado, USA | Utah, USA | Oklahoma, USA | Missouri, USA | Louisiana, USA
Remote
Must reside within the assigned territory and be available for regional travel; 50–75% travel may be required.
Bachelor's, Master's
 Sales & Account Management (1) |
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- A bachelor's degree from an accredited university in Economics, Finance, Business, or a related subject is required.
- Series 7 is required.
- Ability to travel 50–75% of the time.
- At least 5 years of experience in a similar role.
- Knowledge of advisory platforms, wealth management concepts, and investment strategies.
- Ability to explain complex subject matter clearly and articulately.
- Ability to work independently with strong organization and time-management skills.
- Experience working directly with financial advisors.
- Familiarity with a customer relationship management program.
- Educate and promote fee-based business, facilitate adoption of the firm's advisory technology, introduce appropriate investment managers based on client needs, and help advisors grow their advisory businesses.
- Execute a virtual regional strategy focused on managing top opportunities and maintaining a sales pipeline in coordination with the internal regional counterpart.
- Drive advisor interactions and events by inviting appropriate advisors, creating and delivering content, managing follow-up, and partnering with investment management companies to deliver collateral, share leads, and co-present content.
- Introduce and support advisors with mutual fund and exchange-traded fund models, customized separately managed account models, tax services, and private client solutions.
- Review and analyze regional reports to prioritize existing and new prospects and convert sales leads into opportunities with the internal consultant.
- Use key reports and data to establish goals and identify opportunities for advisors.
- Schedule individual and regional meetings for the assigned region.
- Engage with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.
- Log interactions in the firm's customer relationship management system.
- A master's degree is preferred.
- Certified Financial Planner or CIMA certification is preferred.
Osaic connects a nationwide network of independent wealth-management firms and more than 11,000 financial professionals. It provides broker-dealer and Registered Investment Advisor (RIA) services, a unified tech platform, compliance support, and access to a wide range of investment products, while letting advisors keep their independence. The platform links advisors to custody, brokerage, compliance, and product access through a single interface, enabling service to clients from mass affluent to high-net-worth. Osaic differentiates itself by avoiding pressure to sell proprietary products and by growing through acquisitions to streamline operations and expand resources, with the goal of simplifying operations and helping advisors grow their practices.
Company Size
1,001-5,000
Company Stage
Private
Total Funding
$920M
Headquarters
Phoenix, Arizona
Founded
2016
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Simplify's Take
What believers are saying
- July 2026 RISR expansion targets business-owner planning demand and deepens advisor productivity.
- January 2026 FINNY rollout and 2026 AI tools reached near-30% adoption within a year.
- May 2026 Du Lac acquisition and April recapitalization added capital for recruiting and M&A.
What critics are saying
- Kristy Britt, Greg Cornick, Dimple Shah, and Kristen Kimmell exited in 2026.
- Osaic’s consolidation still drains attention, risking advisor defections to LPL and RBC.
- If AI and integration spend disappoint, Reverence’s growth thesis weakens before 2027 liquidity events.
What makes Osaic unique
- Osaic serves 11,000 advisors and $700 billion AUA across broker-dealer and RIA channels.
- Its advisor-first platform avoids proprietary product pressure, preserving independence for entrepreneurial wealth managers.
- Reverence, Lexington, Ares, and Bain back Osaic’s scale, technology, and acquisition engine.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Paid Sick Leave
Hybrid Work Options
Growth & Insights and Company News
6 month growth
↑ 19%1 year growth
↑ 19%2 year growth
↑ 19%Moonfare Secondary Fund has invested in a continuation vehicle for Osaic, a leading US wealth management platform serving over 10,000 financial advisors managing $747 billion in client assets. The fund joined lead investors Lexington Partners and Ares Secondaries in the transaction. Reverence Capital Partners, Osaic's owner since 2019, structured the continuation vehicle to raise more than $2 billion in fresh capital for the company's continued growth. Under Reverence's ownership, Osaic expanded from approximately 7,000 advisors and $268 billion in assets to its current scale, growing advisor count by roughly 40% and nearly tripling assets. The investment comes as private equity interest in wealth management reaches record levels, with the first quarter of 2025 seeing the highest US deal count ever at $1.67 trillion in assets under management changing hands.
$3.5B iTP Partners leaves Osaic to launch RIA with Cetera's Blueprint. iTP Partners, which had been acquired in 2022 into what would become Osaic, has departed for Cetera after speaking with "multiple" broker/dealers. Alex Ortolani, Senior Reporter, Wealth Management August 4, 2026 Cetera Financial Group has added iTP Partners and its registered investment adviser Blue Horizon Equity to its Blueprint RIA platform, the San Diego-based independent broker/dealer announced Tuesday. iTP Partners, which had formerly been with Cetera rival Osaic, will bring over about $3.5 billion in assets under administration and almost 50 financial advisors, according to the announcement. Co-founded by Bob Sansone and Jeff Hartman, iTP is headquartered in Pittsford, N.Y., with an additional office in Ponte Vedra Beach, Fla. Its advisors are also equity holders in the firm. "The RIA model is the future of our industry," Sansone said. "At iTP, we have created a home where an advisor can participate in the benefits of our model - including real ownership through equity - without having to do all the work of building it from scratch. That's a powerful value proposition, and Cetera's Blueprint platform amplifies it." Blueprint offers multi-custodial options, including Pershing, which iTP advisors are already using and will continue with. Sansone said the firm held discussions with multiple broker/dealers before deciding on Cetera. "What I liked about Blueprint and Cetera's approach is that they're not rigid, and they're very willing to adjust to the needs at hand so things stay flexible as we move along," Sansone said. "Cetera hasn't dug their heels in on anything, and that's refreshing." Sansone began his career in 1971 with Mutual of New York. Later, he linked up with Jeff Hartman to found iTP in 2014, initially affiliating with American Portfolios, which was acquired by Advisor Group in 2022 and eventually rebranded as Osaic. Cetera's Blueprint is an RIA platform of "resources, technologies and services from which they can execute their growth plan," a spokesperson wrote via email. The firm does not segment operating or financial metrics by division. The broker/dealer also has RIA options, Cetera Investors, a network of 40 branch offices, and Cetera Planning Partners, a wholly-owned employee-advisor option. Cetera Planning Partners was formed earlier this year with the combination of Avantax Planning Partners and The Retirement Planning Group, two RIAs that the firm acquired in 2023. As of March 31, 2026, all Cetera firms manage about $630 billion in assets under administration and $296 billion in assets under management. The broker/dealer is owned by private equity firm Genstar Capital, which acquired Cetera in 2018 and reinvested in the firm in 2023. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Osaic deepens RISR partnership as advisors race to serve aging business owners. Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors. JUL 23, 2026 Osaic is widening its relationship with business owner-planning platform RISR, giving the wealth management giant's roughly 11,000 affiliated advisors deeper access to tools for valuing, transitioning and protecting privately held companies. The expanded arrangement builds on a partnership the two firms began last year and comes as Osaic leans further into technology it says advisors are adopting faster than almost anything the company has rolled out before. The updated relationship extends RISR's capabilities across business valuation, succession planning, exit strategy design and risk management, allowing the giant hybrid RIA's advisors to link a client's business holdings more directly to their broader financial plan. Jerry Schreck, senior vice president of advisor education and training at Osaic, said the expanded access reflects rising demand among advisors for structured ways to guide entrepreneurs through complex transitions. "As demand for sophisticated business owner planning continues to grow, it's critical that our advisors have access to the tools and resources needed to serve clients with confidence," Schreck said in a statement on Thursday. Citing McKinsey Institute for Economic Mobility research, RISR notes that an estimated 6 million small and midsize businesses are expected to change hands by 2035 as owners retire, with more than 1 million of those representing viable sale or employee-ownership candidates worth roughly $5 trillion in enterprise value. Within its own platform, RISR said 57% of business owners it evaluated had no protections in place against death, disability or ownership disputes, underscoring what the firm frames as a widespread planning gap. Amanda Bussa, managing partner at Bussa Financial Partners, which offers securities and investment advisory services through Osaic, said the software helps her guide clients through fundamental valuation questions that shape growth and succession conversations, rather than treating business ownership as a side issue to retirement accounts. RISR's push into Osaic's network follows a string of recent additions to its enterprise roster. Since its 2024 launch, the fintech firm has struck partnerships with Journey Strategic Wealth, Great Valley Advisor Group, Citadel Wealth Management, Wealthcare Capital Management, Modern Wealth and NewEdge Wealth, and it recently added the $16 billion RIA OnePoint BFG Wealth Partners, formerly known as Bleakley Financial Group. In May, the company introduced an AI-powered document analysis module that scans buy-sell agreements, insurance policies and operating agreements for coverage gaps, part of a broader effort to speed up work that previously required specialized expertise and significant advisor time. That expansion mirrors a pattern already visible across Osaic itself. Chief executive Jamie Price told InvestmentNews at Osaic's 2026 NXT conference in Boston that two of the firm's AI tools, financial-planning platform Jump and workflow-automation tool Zocks, reached nearly 30% advisor adoption within a year of launch - a pace Price called unlike anything he had seen in a decade at the company. "These aren't going to be three-to-five-year cycles anymore," Price said, referring to the accelerating cadence of tech implementation. "Every tool we put on could be obsolete in a year. You have to be nimble enough to plug and play the newest solutions." Price attributed the faster uptake partly to Osaic's AI governance framework, which he said gives advisors clarity on what tools are approved for use in a heavily regulated industry, and partly to a cultural push to make employees and advisors comfortable experimenting with the technology. Osaic is also drawing on AI work from partners including Bank of New York Pershing, Fidelity and Envestnet's technology and consulting capabilities, which Price said the firm can layer alongside its own development. Advisors within the Osaic network can access RISR directly through their existing Osaic relationship at preferred subscription pricing, according to the companies.
Osaic's ex-CFO Kristy Britt joins PE-backed accounting firm Wipfli. Wipfli chief financial officer Kristy Britt Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises JUL 15, 2026 Former Osaic chief financial officer Kristy Britt has taken on a new role as CFO of Milwaukee-based accounting firm Wipfli. News broke two weeks ago that Britt was departing Osaic after having been CFO of the broker-dealer giant since 2024 following her previous stint as head of finance at Thomson Reuters. Among Osaic's biggest M&A moves under Britt's tenure was its June 2025 acquisition of CW Advisors, a Boston-based RIA that managed more than $13 billion in assets. "Kristy brings deep financial expertise, a strategic mindset and a proven ability to guide organizations through transformation and growth," Kurt Gresens, CEO of Wipfli, said in a statement. "Her leadership experience and commitment to developing high-performing teams will be valuable as we continue to invest in our people, our clients and the future of our firm." Wipfli provides tax, accounting, and business advisory services structured across its two practices - its licensed CPA firm Wipfli LLP and Wipfli Advisory LLC. In August 2025, private equity firm New Mountain Capital made a minority investment in Wipfli, which in its investment announcement said it had grown to $600 million in annual revenue after having completed 34 acquisitions over the past decade. New Mountain Capital's investment valued Wipfli at over $1 billion, according to the Wall Street Journal. "I'm thrilled to have joined Wipfli," Britt wrote this week in a post on LinkedIn. "Grateful to the warm welcome and excited to be part of a firm with such strong momentum and ambition. Looking forward to the road ahead and all that we will build together!" Wipfli was founded in 1930 by Clarence J. Wipfli. Today it serves more than 54,000 clients and has over 3,000 employees globally with 48 offices across the U.S., India, and Philippines. Wipfli's high-profile clients include its partnerships with two NFL teams, the Green Bay Packers and Philadelphia Eagles, to provide audit services to both franchises. Britt's appointment at Wipfli follows another C-suite hire last month when John Rosenbaum was named chief technology officer of the firm. In January, former Hightower M&A executive Steve Rudnik joined Wipfli as head of corporate development to lead Wipfli's M&A strategy. Wipfli Financial Advisors, the former $5 billion RIA unit of Wipfli, was sold in 2022 to Peter Mallouk's mega-RIA Creative Planning. Wipfli's current private equity backer, New Mountain Capital, maintains a minority investment in HB Wealth, the Atlanta-based RIA formerly known as Homrich Berg that manages around $32 billion in assets.
The AmeriFlex Group(R) continues affiliation model with $170MM amherst, NY Office. Murray Richardson, BFA(TM), partners with The AmeriFlex Group(R) Las Vegas, NV - The AmeriFlex Group(R), headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Murray Richardson, BFA(TM), President of Heritage Line Wealth Management. Murray joins The AmeriFlex Group(R) from Osaic, bringing 16 years of industry experience and a planning-focused practice. Together with his team - Marissa Schenback, Registered Assistant; Karrie Boulware, Client Relationship Manager; and Amy Lipniarski, Office Manager - he is dedicated to helping individuals, families, and business owners make confident financial decisions through personalized planning and wealth management. As an independent financial advisor and Behavioral Financial Advisor (BFA(TM), Murray specializes in Behavioral Financial Planning, combining evidence-based investing, behavioral finance, and modern technology to help clients stay focused on their long-term goals. Murray says, "My goal has always been to help clients make financial decisions with confidence and purpose. Whether we're discussing retirement, investing, tax planning, or major life transitions, I want clients to feel understood, supported, and confident that their financial plan reflects what matters most to them." Tom Goodson, President & CEO of The AmeriFlex Group(R), commented, "Murray's dedication to helping clients make informed financial decisions, combined with his expertise in behavioral finance and retirement planning, makes him an outstanding addition to our network. His commitment to serving families with integrity and his involvement in the community align perfectly with the values and culture we strive to foster at AmeriFlex." The AmeriFlex Group(R) is recognized as The Home for Hybrids(R)(www.HomeForHybrids.com) - BD/RIA Transitional Wealth Planners(TM)(financial advisors). Home For Hybrids, LLC is dedicated to empowering financial advisors through shared resources, technology, and collaboration - with a commitment to fiduciary excellence and a planner-first philosophy.