Osaic
VP, Business Development
Location(s):
2300 Windy Ridge Parkway, Atlanta, GA 30339; 7755 Third Street North, Oakdale, MN 55128; 877 Executive Center Drive West, St. Petersburg, FL 33702; 12325 Port Grace Boulevard, La Vista, NE 68128; 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
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. Osaic is open to remote applicants for this position.
Role Type:
Full time
Salary:
$100,000 – $125,000 per year + sales incentive compensation, paid quarterly. Actual compensation offered will be determined individually, based on a number of job‑related factors, including location, skills, experience, and education.
Benefits:
Health, vision, dental insurance; 401(k); vacation and sick time; volunteer days and more. For full details, visit Osaic’s careers page.
Summary:
At Osaic, the Business Development team drives organic growth. The VP of Business Development will grow new financial advisor affiliations, meet and exceed recruitment goals, and close deals through consultative selling.
Responsibilities
Represent Osaic and our Wealth Management suite, gaining deep product knowledge and researching how solutions meet the needs of potential financial advisors/enterprises.
Meet quarterly and annual sales goals through consultative selling tactics.
Nurture new leads, build relationships with qualified Financial Advisors and Enterprises, and actively manage a sales pipeline.
Develop and implement a territory action plan through analysis, prospect research, and goal setting.
Daily: conduct prospecting, set discovery meetings, run virtual presentations, coordinate due diligence, negotiate deals, and close new business.
Use consultative selling skills and industry knowledge to become a trusted advisor.
Develop relationships with product sponsors, wholesalers, and centers of influence to expand prospects.
Collaborate across Osaic to drive efficient processes and a five‑star prospect experience.
Actively use Salesforce to track activities, manage leads, and build pipelines.
Work closely with the Business Development team and management to share best practices and coach peers.
Perform other duties as assigned.
Education Requirements
Bachelor’s degree preferred; high school diploma or equivalent plus significant experience considered. Minimum high school diploma or equivalent is required.
Basic Requirements
Minimum 10+ years of experience in the financial services industry.
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 CRMs; ability to learn proprietary systems.
Strong focus on customer service.
Ability to stay organized and prioritize multiple priorities.
Strong public speaking skills.
Ability to work across teams to achieve goals.
Strong oral and written communication skills.
Decision‑making skills, particularly in a high‑growth and risk‑charged environment.
Ability to travel up to 25% of the time.
Preferred Requirements
FINRA Series 7, 24, and 65/66 preferred.
Life/Health insurance license.
Project management skills.
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
Seniority Level Executive
Employment Type Full‑time
Job Function Business Development and Sales
#J-18808-Ljbffr
2300 Windy Ridge Parkway, Atlanta, GA 30339; 7755 Third Street North, Oakdale, MN 55128; 877 Executive Center Drive West, St. Petersburg, FL 33702; 12325 Port Grace Boulevard, La Vista, NE 68128; 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
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. Osaic is open to remote applicants for this position.
Role Type:
Full time
Salary:
$100,000 – $125,000 per year + sales incentive compensation, paid quarterly. Actual compensation offered will be determined individually, based on a number of job‑related factors, including location, skills, experience, and education.
Benefits:
Health, vision, dental insurance; 401(k); vacation and sick time; volunteer days and more. For full details, visit Osaic’s careers page.
Summary:
At Osaic, the Business Development team drives organic growth. The VP of Business Development will grow new financial advisor affiliations, meet and exceed recruitment goals, and close deals through consultative selling.
Responsibilities
Represent Osaic and our Wealth Management suite, gaining deep product knowledge and researching how solutions meet the needs of potential financial advisors/enterprises.
Meet quarterly and annual sales goals through consultative selling tactics.
Nurture new leads, build relationships with qualified Financial Advisors and Enterprises, and actively manage a sales pipeline.
Develop and implement a territory action plan through analysis, prospect research, and goal setting.
Daily: conduct prospecting, set discovery meetings, run virtual presentations, coordinate due diligence, negotiate deals, and close new business.
Use consultative selling skills and industry knowledge to become a trusted advisor.
Develop relationships with product sponsors, wholesalers, and centers of influence to expand prospects.
Collaborate across Osaic to drive efficient processes and a five‑star prospect experience.
Actively use Salesforce to track activities, manage leads, and build pipelines.
Work closely with the Business Development team and management to share best practices and coach peers.
Perform other duties as assigned.
Education Requirements
Bachelor’s degree preferred; high school diploma or equivalent plus significant experience considered. Minimum high school diploma or equivalent is required.
Basic Requirements
Minimum 10+ years of experience in the financial services industry.
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 CRMs; ability to learn proprietary systems.
Strong focus on customer service.
Ability to stay organized and prioritize multiple priorities.
Strong public speaking skills.
Ability to work across teams to achieve goals.
Strong oral and written communication skills.
Decision‑making skills, particularly in a high‑growth and risk‑charged environment.
Ability to travel up to 25% of the time.
Preferred Requirements
FINRA Series 7, 24, and 65/66 preferred.
Life/Health insurance license.
Project management skills.
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
Seniority Level Executive
Employment Type Full‑time
Job Function Business Development and Sales
#J-18808-Ljbffr