SVP, Business Development

Current Employees and Contractors Apply Here

Osaic Careers

Business Development, Advisor Acquisition Opportunity

SVP, Business Development

Location(s):

• 2300 Windy Ridge Parkway, Atlanta, GA 30339
• 877 Executive Center Drive West, St. Petersburg, FL 33702
• 7755 Third Street North, Oakdale, MN 55128
• 12325 Port Grace Boulevard, La Vista, NE 68128
• 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Remote applicants may potentially be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non- remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time: 50-75% Travel May Be Required

Salary: $160,000 - $185,000 per year + sales incentive compensation and annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, 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 SVP, Business Development is accountable for the overall strategy and execution in growing the population of independent financial professionals Osaic. The SVP provides strategic direction for the Business Development team including strategic leadership, hiring, and training team members, goal setting, performance management and coaching. Additionally, the SVP is responsible for developing and communicating the annual department business plan.

This position reports to the EVP of Recruiting & Revenue Acquisitions, and encompasses the strategic direction related to: Top-Tier financial professional acquisition; sourcing, brand awareness, transition, and post-affiliation. This position will have a team of direct reports.

Responsibilities:

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions meet the needs of potential financial advisors/enterprises

Work with SVP Sales Enablement to create sales training and coaching programs

Provide sales training and coaching to Business Development direct reports

Create a business plan that sets production and activity goals that will drive success in achieving the team goals

Prepare and deliver formal business presentations to qualified prospective representatives highlighting AG/WMF products, technology, and service. Answer questions and utilize sales techniques to recruit business

Participate in new business development ventures and strategic recruiting efforts as needed

Meet quarterly and annual sales goals through the successful implementation of consultative selling tactics

Nurture new leads and build relationships with qualified Financial Advisors and Enterprises and actively manage a sales pipeline through execution of the sales process

Develop and implement a territory action plan through territory analysis, prospect research, and goal setting

Actively develop relationships with product sponsors, wholesalers, and other centers of influence to expand your pool of prospects

Work across the Osaic to develop relationships with internal stakeholders and partners to drive efficient and effective processes and a five-star prospect experience.

Actively use Salesforce to track activities, manage leads, develop new opportunities, and build strong pipelines

Work closely with Business Development team members and management to foster peer-to-peer best practice sharing and coaching.

Other duties as assigned

Education Requirements:

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required

Basic Requirements:

Minimum 10 years of experience in the financial services industry

Minimum 5 years of managing a team

Track record of successful sales/recruiting in the financial industry

Ability to influence high-level decision makers

Thorough knowledge of wealth management products and operations

Strong understanding of the financial services industry

Sales and marketing experience with financial and analytical acumen

Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM’s; ability to learn and demonstrate proprietary systems

Strong focus on customer service

Ability to stay organized and balance and prioritize multiple priorities

Strong public speaking skills

Ability to work across teams to achieve goals

Strong oral and written communication skills

Decision-making, particularly in a high-growth and risk-charged environment

Preferred Requirements:

FINRA Series 7, 24, and 65 /66

Life/Health insurance license

Project management skills

Current Employees and Contractors Apply Here