VP, 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.
• Met 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.
• Daily, conduct research and prospecting activities, set discovery meetings, run home office visits and other virtual presentations, work with internal team members to oversee due diligence actions, negotiate deals, and close new business.
• Use a mixture of consultative selling skills and company and 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 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
• 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.

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.

Skills

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

Benefits

• Health, vision, dental insurance
• 401k
• Vacation and sick time
• Volunteer days