VP, Business Development

Osaic Wealth, Inc.; Saint Petersburg (FL); Remote; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a dynamic VP of Business Development to lead their efforts in expanding financial advisor affiliations. This pivotal role requires a deep understanding of the financial services landscape and a proven track record in sales and recruitment. The ideal candidate will excel in building relationships, demonstrating wealth management solutions, and closing deals. With a competitive compensation package and a vibrant work culture, this opportunity promises to be both rewarding and impactful for the right individual. If you are ready to make a significant contribution in a fast-paced environment, this role is for you.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401k

Vacation Time

Sick Time

Volunteer Days

Qualifications

• 10+ years of experience in financial services with a strong sales track record.
• Ability to influence decision makers and manage a sales pipeline effectively.

Responsibilities

• Drive organic growth by increasing financial advisor affiliations.
• Meet sales goals through consultative selling tactics and relationship building.

Skills

Sales Skills

Negotiation Skills

Relationship Building

Public Speaking

Customer Service

Analytical Skills

Education

Bachelor’s Degree

High School Diploma

Tools

Salesforce

Microsoft Office Suite

Job description

Join to apply for the VP, Business Development role at Osaic

Business Development Opportunity in Financial Services

VP Business Development

Location(s): Seeking qualified candidates at all company hubs (listed below) and remote within the continental United States. Assigned region is the West Coast sales territory.

• 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

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.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

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

• 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.
• 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.
• 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.
• Use a mixture of consultative selling skills and company and industry knowledge to become a trusted advisor to prospects and answer questions.
• Actively develop relationships with product sponsors, wholesalers, and other centers of influence to expand your pool of prospects.
• Work across 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
• Track record of successful sales and/or financial professional recruiting in the financial services 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
• Ability to travel up to 25% of the time.

Preferred Requirements

• FINRA Series 7, Series 24, and Series 66 (or 63/65) preferred
• Life/Health insurance licenses
• Project management skills

The above declarations are not intended to be an "all-inclusive" list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

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.

Seniority level

Executive

Employment type

Full-time

Job function

Business Development and Sales