Osaic
VP, Business Development
Osaic - Charlotte, North Carolina, United States, 28245
Work at Osaic
Overview
- View job
Overview
Join to apply for the
VP, Business Development
role at
Osaic 5 days ago Be among the first 25 applicants Join to apply for the
VP, Business Development
role at
Osaic Business Development Opportunity in Financial Services
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. Given the regional and travel requirements for this position, 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.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, 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
At Osaic, our Business Development team plays the integral role of driving organic growth for the company. We’re seeking a qualified VP of Business Development to help us increase the number of our new financial advisor affiliations and meet and exceed our recruitment goals. The VP of Business Development will have a strong understanding of the sales process, excelling at building relationships and closing deals. The ideal candidate will possess a strong competitive spirit, the ability to showcase our wealth management solutions in a compelling way and be a quick learner with strong negotiating skills.
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. 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. Daily, conduct research and prospecting activities, set discovery meetings, run home office visits and other virtual presentations, work with internal team members to oversee due diligence actions, negotiate deals, and close new business. Use a mixture of consultative selling skills and company and industry knowledge to become a trusted advisor to prospects and answer questions. 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 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 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 we 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
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at Osaic by 2x Sign in to set job alerts for “Vice President of Business Development” roles.
SVP, Wholesale Business Development Leader
Charlotte, NC $225,000.00-$280,000.00 2 weeks ago VIce President, Global Sales - Thermal Process Management Business Unit
Divisional Vice President - New Construction and Residential Sales
VP Underwriting, Expansion and Business Development
Charlotte, NC $150,000.00-$290,000.00 2 weeks ago Charlotte, NC $180,000.00-$230,000.00 1 week ago AVP AI and Data Engineering- Global Specialty
Charlotte, NC $180,000.00-$270,000.00 1 month ago Charlotte, NC $180,000.00-$270,000.00 4 months ago Fort Mill, SC $140,475.00-$234,125.00 4 days ago Vice President, National and Strategic Accounts
VP, Business Development (BD) - Multiple Openings
Vice President of Utility Sales, Northeast US
Vice President of Sales & Executive Director, Visit Charlotte
National Practice Leader for Industrial Manufacuring
Fort Mill, SC $90,188.00-$150,313.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
VP, Business Development
role at
Osaic 5 days ago Be among the first 25 applicants Join to apply for the
VP, Business Development
role at
Osaic Business Development Opportunity in Financial Services
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. Given the regional and travel requirements for this position, 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.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, 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
At Osaic, our Business Development team plays the integral role of driving organic growth for the company. We’re seeking a qualified VP of Business Development to help us increase the number of our new financial advisor affiliations and meet and exceed our recruitment goals. The VP of Business Development will have a strong understanding of the sales process, excelling at building relationships and closing deals. The ideal candidate will possess a strong competitive spirit, the ability to showcase our wealth management solutions in a compelling way and be a quick learner with strong negotiating skills.
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. 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. Daily, conduct research and prospecting activities, set discovery meetings, run home office visits and other virtual presentations, work with internal team members to oversee due diligence actions, negotiate deals, and close new business. Use a mixture of consultative selling skills and company and industry knowledge to become a trusted advisor to prospects and answer questions. 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 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 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 we 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
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at Osaic by 2x Sign in to set job alerts for “Vice President of Business Development” roles.
SVP, Wholesale Business Development Leader
Charlotte, NC $225,000.00-$280,000.00 2 weeks ago VIce President, Global Sales - Thermal Process Management Business Unit
Divisional Vice President - New Construction and Residential Sales
VP Underwriting, Expansion and Business Development
Charlotte, NC $150,000.00-$290,000.00 2 weeks ago Charlotte, NC $180,000.00-$230,000.00 1 week ago AVP AI and Data Engineering- Global Specialty
Charlotte, NC $180,000.00-$270,000.00 1 month ago Charlotte, NC $180,000.00-$270,000.00 4 months ago Fort Mill, SC $140,475.00-$234,125.00 4 days ago Vice President, National and Strategic Accounts
VP, Business Development (BD) - Multiple Openings
Vice President of Utility Sales, Northeast US
Vice President of Sales & Executive Director, Visit Charlotte
National Practice Leader for Industrial Manufacuring
Fort Mill, SC $90,188.00-$150,313.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr