Offer summary

Qualifications:

Bachelor’s degree preferred or significant experience in lieu of degree., Minimum 10 years of experience in the financial services industry., Minimum 5 years of managing a team with a track record of successful sales/recruiting., Strong understanding of wealth management products and operations, along with excellent communication skills..

Key responsabilities:

Lead the Business Development team in strategic direction, hiring, and training.

Create and implement a business plan with production and activity goals.

Prepare and deliver presentations to prospective financial advisors and enterprises.

Nurture relationships with leads and manage a sales pipeline effectively.

Job description

Current Employees and Contractors Apply Here

Osaic Careers

Business Development Opportunity in Financial Services

SVP, Business Development (Western Region)

Location(s): Qualified candidates in the Western area of the United States and seeking 100% remote work are encouraged to apply. Travel across the whole of the United States 50-75% of the time is expected.

Role Type: Full time

Salary: $125,000 - $190,000 per year + sales incentive compensation.

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:

The SVP, Business Development is accountable for the 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 SVP of Business Development/Head of Recruiting, 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.

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: