VP, Business Development

Osaic Wealth, Inc.; Scottsdale (AZ); Remote; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a dynamic VP of Business Development to lead efforts in expanding financial advisor affiliations. This role demands a deep understanding of the sales process, exceptional relationship-building skills, and a proven track record in financial services. The successful candidate will be instrumental in driving growth and achieving recruitment goals while utilizing tools like Salesforce to manage leads and opportunities. Join a forward-thinking team that values innovation and collaboration, and help shape the future of wealth management in a supportive and diverse environment.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401k

Vacation Time

Sick Time

Volunteer Days

Qualifications

• 10+ years in financial services with a successful sales track record.
• Strong public speaking and organizational skills are essential.

Responsibilities

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

Skills

Sales Process Understanding

Relationship Building

Closing Deals

Customer Service

Public Speaking

Organizational Skills

Financial Services Knowledge

Analytical Acumen

Education

Bachelor's Degree

High School Diploma

Tools

Salesforce

Microsoft Office Suite

Job description

Business Development Opportunity in Financial Services

VP Business Development

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

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.

Responsibilities

• Represent Osaic and our Wealth Management Firms with a deep understanding of our Wealth Management suite of solutions.
• 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.
• Develop and implement a territory action plan through territory analysis, prospect research, and goal setting.
• Conduct research and prospecting activities, set discovery meetings, run home office visits, and other virtual presentations.
• Negotiate deals and close new business.
• Develop relationships with product sponsors, wholesalers, and other centers of influence.
• Work across Osaic to develop relationships with internal stakeholders and partners.
• Use Salesforce to track activities, manage leads, and develop new opportunities.
• Work closely with Business Development team members and management to foster peer-to-peer best practice sharing.
• 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.
• 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 and CRM’s.
• Strong focus on customer service.
• Ability to stay organized and balance multiple priorities.
• Strong public speaking skills.
• Ability to work across teams to achieve goals.
• Strong oral and written communication skills.
• Decision-making 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, 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.