Osaic
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, 401(k), 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, 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 skillsDecision‑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
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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, 401(k), 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, 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 skillsDecision‑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
#J-18808-Ljbffr