SVP, Business Development

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
• Maintain 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

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

Qualifications

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