SVP, Business Development

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic is seeking a SVP, Business Development to lead the strategy and execution for growing the independent financial professional population. You will guide the Business Development team, set department plans, and recruit top financial professionals, reporting to the EVP of Recruiting & Revenue Acquisitions.

The role involves 50-75% travel, complex stakeholder management, and collaboration across Wealth Management platforms. A strong sales pedigree and leadership track record are essential.

Qualifications

• 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.

Responsibilities

• Represent Osaic and wealth management solutions to potential advisors.
• Provide sales training and coaching to BD team.
• Create a business plan with production and activity goals.
• Develop and manage a strong sales pipeline using Salesforce.
• Collaborate with internal stakeholders to optimize processes.

Skills

Sales leadership

Team management

Strategic planning

Financial services knowledge

CRM expertise (Salesforce)

Education

Bachelor's degree preferred

High school diploma or equivalent

Tools

Salesforce

Microsoft Office Suite

Job description

Business Development, Advisor Acquisition Opportunity

SVP, Business Development

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 position.

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, 401k, paid time away, 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 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.
• Other duties as assigned

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:

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

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.