Succession & Acquisition Strategist

Osaic; Oakdale (MN); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation time

Sick time

Volunteer days

Job summary

Osaic seeks a Succession & Acquisition Consultant to support succession, merger, acquisition, valuation, continuity and business development for its broker dealer community.

You will work with ongoing professionals needing internal succession help as well as advisors seeking internal or external acquisitions within the Osaic network. This is a full-time hybrid role with a strong emphasis on collaboration and data-driven decision making.

Qualifications

• Bachelor’s degree preferred; high school diploma with experience considered.
• 5+ years of industry experience in a broker dealer setting.
• Strong analytical skills and financial modeling/valuation experience.
• Proficient in Microsoft Office and CRM (Salesforce).

Responsibilities

• Act as a consultant for succession and acquisition within the Osaic network.
• Support the development of an internal acquisition lending program.
• Develop, manage, enhance and promote the Osaic Succession & Acquisition efforts.
• Track data on succession and acquisition and create/prepare reports for SVP and Sr. Management.
• Assist with the creation and maintenance of Osaic’s interactive matching website for buyers, sellers, continuity partners, merger candidates and others.
• Work with the Succession & Acquisition Team and critical partners/clients – collaborate with Business Development, Transitions, Legal, Compliance, Licensing & Registration, Commission, etc.
• Assist in the succession and acquisition workflow to keep advisors tracked and moving along a proper succession continuum.
• Provide assistance with financial and cash flow modeling, Excel spreadsheet tracking, SharePoint and PowerPoint presentations.
• Coach advisors through a practice benchmarking process evaluating profitability, transferability and risk of their business.
• Develop value add and regional meetings for succession planning, providing resources and networking opportunities for advisors with similar needs.
• Help develop and continue focused marketing campaigns for leading producers to educate and raise awareness of succession needs.
• All other duties as assigned.

Skills

Industry experience

Coaching

Practice management

Succession planning

Mergers & acquisitions

Financial modeling

Valuation

Problem solving

Multi-tasking

Cross-functional communication

Education

Bachelor's degree

High school diploma

Tools

Microsoft Office

Salesforce CRM

Job description

Osaic seeks a Succession & Acquisition Consultant to support succession, merger, acquisition, valuation, continuity and business development for its broker dealer community.

You will work with ongoing professionals needing internal succession help as well as advisors seeking internal or external acquisitions within the Osaic network. This is a full-time hybrid role with a strong emphasis on collaboration and data-driven decision making.