SVP, Business Development

About the role

Osaic is looking for an SVP, Business Development to lead the growth of its population of independent financial professionals. The role sets the strategy and direction for the Business Development team, covering top-tier financial professional acquisition, sourcing, brand awareness, transition and post-affiliation. It reports to the EVP of Recruiting and Revenue Acquisitions and includes a team of direct reports. The listed locations are Atlanta, St. Petersburg, Oakdale, La Vista and Scottsdale, with remote applicants potentially considered.

Key responsibilities

• Represent Osaic and its Wealth Management firms, researching how their solutions meet the needs of potential financial advisors and enterprises
• Work with the SVP Sales Enablement to create sales training and coaching programs, and coach direct reports
• Create a business plan with production and activity goals, and deliver formal presentations to prospective representatives
• Recruit business, nurture leads, build relationships with qualified financial advisors and enterprises, and manage a sales pipeline
• Develop a territory action plan through territory analysis, prospect research and goal setting
• Build relationships with product sponsors, wholesalers and other centres of influence, and with internal stakeholders
• Use Salesforce to track activities, manage leads and build pipelines
• Meet quarterly and annual sales goals through consultative selling tactics

Required profile

• Bachelor's degree preferred; high school diploma or equivalent with significant experience may be considered instead
• Minimum 10 years of experience in the financial services industry
• Minimum 5 years managing a team
• Proven track record of successful sales and recruiting in the financial industry
• Ability to influence high-level decision makers and strong public speaking skills

Required skills

• Thorough knowledge of wealth management products and operations
• Sales and marketing experience with financial and analytical acumen
• Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM software
• Preferred: FINRA Series 7, 24 and 65/66, life/health insurance license, project management skills

What we offer

• Salary of $160,000 - $185,000 per year, plus sales incentive compensation and an annual bonus
• Hybrid schedule of at least 4 days a week in the office; non-remote employees must accept it
• Health, vision and dental insurance, 401k, paid time away and volunteer days