Full Name
Adam Wilson
Job Title
Head of Product Management, Development and Sales Consulting
Company
Osaic
Speaker Bio
Adam Wilson is an experienced financial services executive and serves as Head of Product Management, Development & Sales Consulting at Osaic, a leading national provider of wealth management solutions. He is responsible for setting the strategic direction, performance, and advisor adoption of Osaic's wealth management product ecosystem - ensuring the firm's offerings remain competitive, scalable, and positioned for long-term growth.
Career Summary
Adam has held leadership roles across product, strategy, partnerships, sales and operations within prominent independent wealth management organizations. He is known for building cross-functional alignment, driving revenue growth, modernizing product platforms, and delivering advisor-focused solutions that drive measurable business impact.
Background
Adam holds a B.A. in Corporate Communications and Business Management from Lenoir-Rhyne University along with FINRA Series 7 and 66 licenses.
Career Summary
Adam has held leadership roles across product, strategy, partnerships, sales and operations within prominent independent wealth management organizations. He is known for building cross-functional alignment, driving revenue growth, modernizing product platforms, and delivering advisor-focused solutions that drive measurable business impact.
Background
Adam holds a B.A. in Corporate Communications and Business Management from Lenoir-Rhyne University along with FINRA Series 7 and 66 licenses.
Speaking At
