Full Name
Adam Wilson
Job Title
Head of Product Management, Development & 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
