Succession & Acquisition Strategist

Advisor Group; La Vista (NE); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

The Succession & Acquisition Consultant will support Osaic's broker-dealer community with succession, merger, acquisition, valuation, continuity and business development efforts.

This role specifically works with existing financial professionals who need internal succession and continuity assistance, as well as advisors who want to sell their businesses internally and/or acquire businesses inside or outside of the Osaic network.

Qualifications

• 5+ years of industry experience, preferably with a major broker dealer.
• Fluent in major software packages including Microsoft Office and CRM Salesforce.
• Strong analytical and financial modeling skills.
• Ability to communicate across departments and manage multiple tasks.

Responsibilities

• Act as a consultant for succession and acquisition within the Osaic network
• Support development of an internal acquisition lending program
• Develop, manage, and promote Succession & Acquisition efforts
• Track data and prepare reports for SVP and senior management
• Assist with an interactive matching website for buyers and sellers
• Collaborate with Business Development, Legal, Compliance, Licensing, and others
• Assist in the succession and acquisition workflow to keep advisors tracked
• Provide assistance with financial and cash flow modeling, SharePoint and PowerPoint
• Coach advisors through practice benchmarking to evaluate profitability and risk
• Develop value-add and regional meetings for succession planning
• Help continue a focused marketing campaign for leading producers
• All other duties as assigned

Skills

Industry experience

Analytical skills

Financial modeling

Valuation methodologies

Problem solving

Education

Bachelor’s degree preferred

High school diploma or equivalent required

Tools

Microsoft Office Suite

CRM Salesforce

Job description

The Succession & Acquisition Consultant will support Osaic's broker-dealer community with succession, merger, acquisition, valuation, continuity and business development efforts.

This role specifically works with existing financial professionals who need internal succession and continuity assistance, as well as advisors who want to sell their businesses internally and/or acquire businesses inside or outside of the Osaic network.