Meet the team
Our executive and senior leadership teams bring strong functional expertise and diverse perspectives to set strategic direction and support our Osaic communities.
Dimple Shah
As Executive Vice President, Advisor Growth & Platform Solutions, at Osaic, one of the nation's largest providers of wealth management solutions, Dimple is responsible for forming Osaic's longer-term growth strategy, in collaboration with the CEO, Executive Committee and Board of Directors, and working across the executive and senior leadership team to align business strategies and activate strategy operationalization. She also has oversight of the teams advancing advisor education and training, data, marketing and communication, and products and platforms priorities for the firm. Dimple is also the Executive Sponsor of Osaic's NXT conference, an annual event uniting advisors from diverse generations in an immersive fintech and practice management innovation experience.
Career summary
Dimple has over 20 years of experience developing and executing boardlevel, corporate, and business strategies to fuel operating margin expansion for publicly traded, mid-cap to Fortune 500 companies. Before joining Osaic, Dimple served as a strategy consultant for wealth management industry firms. Previously, Dimple spent five years as the EVP and Head of Corporate Strategy for LPL Financial. She also launched and managed the New Ventures unit at LPL. Earlier in her career, Dimple served in strategy, operational, and consulting roles at Marsh & McClennan, Hewlett-Packard, PayPal, and Oliver Wyman.
Dimple earned her BA in Economics from Stanford University, and an MBA from Harvard Business School.