VP, Business Development

Summary

At Osaic, our Business Development team drives organic growth for the company. We're seeking a VP of Business Development to increase the number of financial advisor affiliations and meet recruitment goals.

Responsibilities

• Represent Osaic and our Wealth Management Firms, understanding our suite of solutions and researching how they meet the needs of potential financial advisors/enterprises.
• Meet quarterly and annual sales goals through consultative selling tactics.
• Nurture new leads and build relationships with qualified Financial Advisors and Enterprises, managing a sales pipeline.
• Develop and implement a territory action plan through territory analysis, prospect research, and goal setting.
• Daily conduct research, prospecting activities, set discovery meetings, run home office visits, and other virtual presentations, working with internal team members to oversee due diligence actions, negotiate deals, and close new business.
• Use consultative selling skills and company/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 the pool of prospects.
• Work across Osaic to develop relationships with internal stakeholders and partners to drive efficient and effective processes and provide 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 lieu of degree if significant experience is provided.
• Minimum 10+ years of experience in the financial services industry.
• 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.
• Able to stay organized and balance and prioritize multiple priorities.
• Strong public speaking skills.
• Able to work across teams to achieve goals.
• Strong oral and written communication skills.
• Decision-making, particularly in a high-growth and risk-charged environment.
• Able to travel up to 25% of the time.

Preferred Requirements

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