SVP, Business Development

Advisor Group Inc.; Scottsdale (AZ); Hybrid; USD 160,000 - 185,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Annual bonus

Job summary

Advisor Group Inc. is seeking a Senior Vice President of Business Development responsible for overall strategy and leadership in growing their independent financial professionals' community. This full-time role involves significant travel and hybrid work accommodation, aimed at fostering relationships and driving new business development.

The ideal candidate will have over 10 years in financial services, with team management experience and a proven track record in sales. Competitive compensation and a comprehensive benefits package will be offered.

Qualifications

• Minimum 10 years of experience in the financial services industry.
• Minimum 5 years of experience managing a team.
• Track record of successful sales and recruiting in the financial industry.

Responsibilities

• Lead the Business Development team towards strategic goals.
• Create and deliver formal presentations to prospective representatives.
• Develop relationships with financial advisors and enterprises.

Skills

Sales and marketing experience

Influencing high-level decision makers

Strong customer focus

Public speaking skills

Education

Bachelor’s degree preferred

High School diploma or equivalent

Tools

Microsoft Office Suite

Salesforce

Job description

Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339; 877 Executive Center Drive West, St. Petersburg, FL 33702; 7755 Third Street North, Oakdale, MN 55128; 12325 Port Grace Boulevard, La Vista, NE 68128; 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255. Remote applicants may potentially be considered for this role.

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 role.

Role Type: Full-time: 50-75% Travel may be required. Salary: $160,000 - $185,000 per year + sales incentive compensation and annual bonus. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401(k), paid time away, volunteer days and much more.

Overview

The SVP, Business Development is accountable for the overall strategy and 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 EVP of Recruiting & Revenue Acquisitions, 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. 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

• FINRA Series 7, 24, and 65 /66 Life/Health insurance license.
• Project management skills.