VP, Business Development

Summary

At Osaic, our Business Development team drives organic growth for the company. We seek a VP of Business Development to increase new financial advisor affiliations and meet recruitment goals. The ideal candidate will excel in building relationships, closing deals, and showcasing wealth management solutions.

Responsibilities

• Represent Osaic and our Wealth Management Firms, understanding solutions and researching potential clients.
• Meet and exceed sales goals using consultative selling tactics.
• Nurture leads, manage sales pipeline, and execute the sales process.
• Develop territory action plans, conduct research, set meetings, and negotiate deals.
• Build relationships with product sponsors, wholesalers, and other influencers.
• Work with internal stakeholders to improve processes and provide a top-notch prospect experience.
• Use Salesforce to track activities, manage leads, and build pipelines.
• Foster peer-to-peer learning and coaching within the Business Development team.
• Perform other duties as assigned.

Education Requirements

• Bachelor’s degree preferred, high school diploma in lieu of degree with significant experience.
• Minimum 10+ years of experience in the financial services industry.
• Track record of successful sales/recruitment in the financial industry.
• Strong knowledge of wealth management products and operations.
• Thorough understanding of the financial services industry.
• Experience with Microsoft Office Suite and CRM systems.
• Strong focus on customer service.
• Ability to stay organized and balance multiple priorities.
• Public speaking and written communication skills.
• Decision-making skills, especially in a high-growth environment.
• Ability to travel up to 25% of the time.

Basic Requirements

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

Preferred Requirements

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