Osaic Careers
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.
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:
1. 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.
2. Meet quarterly and annual sales goals through the successful implementation of consultative selling tactics.
3. Nurture new leads and build relationships with qualified Financial Advisors and Enterprises and actively manage a sales pipeline through execution of the sales process.
4. Develop and implement a territory action plan through territory analysis, prospect research, and goal setting.
5. 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.
6. Use a mixture of consultative selling skills and company and industry knowledge to become a trusted advisor to prospects and answer questions.
7. Actively develop relationships with product sponsors, wholesalers, and other centers of influence to expand your pool of prospects.
8. Work across the Osaic to develop relationships with internal stakeholders and partners to drive efficient and effective processes and a five-star prospect experience.
9. Actively use Salesforce to track activities, manage leads, develop new opportunities, and build strong pipelines.
10. Work closely with Business Development team members and management to foster peer-to-peer best practice sharing and coaching.
11. Other duties as assigned
Education Requirements:
12. 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:
13. Minimum 10+ years of experience in the financial services industry
14. Track record of successful sales/recruiting in the financial industry
15. Ability to influence high-level decision makers
16. Thorough knowledge of wealth management products and operations
17. Strong understanding of the financial services industry
18. Sales and marketing experience with financial and analytical acumen
19. Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM’s; ability to learn and demonstrate proprietary systems
20. Strong focus on customer service
21. Ability to stay organized and balance and prioritize multiple priorities
22. Strong public speaking skills
23. Ability to work across teams to achieve goals
24. Strong oral and written communication skills
25. Decision-making, particularly in a high-growth and risk-charged environment
26. Ability to travel up to 25% of the time.
Preferred Requirements:
27. FINRA Series 7, 24, and 65 /66 preferred
28. Life/Health insurance license
29. Project management skills