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- Tasks: Lead business development efforts to grow financial advisor affiliations and meet recruitment goals.
- Company: Osaic is a dynamic company focused on driving growth in the financial services sector.
- Benefits: Enjoy a competitive salary, sales incentives, and a hybrid work schedule with remote options.
- Why this job: Join a collaborative team, make impactful connections, and thrive in a fast-paced environment.
- Qualifications: 10+ years in financial services, strong sales track record, and excellent communication skills required.
- Other info: Opportunity for travel and professional growth within a supportive team culture.
The predicted salary is between 72000 - 90000 £ per year.
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Business Development Opportunity in Financial Services
VP Business Development
Location(s):
2300 Windy Ridge Parkway, Atlanta, GA 30339
7755 Third Street North, Oakdale, MN 55128
877 Executive Center Drive West, St. Petersburg, FL 33702
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open toremoteapplicants for this position.
Role Type: Full time
Salary: $100,000 – $125,000 per year + sales incentive compensation, paid quarterly.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Summary:
At Osaic, our Business Development team plays the integral role of driving organic growth for the company. We’re seeking a qualified VP of Business Development to help us increase the number of our new financial advisor affiliations and meet and exceed our recruitment goals. The VP of Business Development will have a strong understanding of the sales process, excelling at building relationships and closing deals. The ideal candidate will possess a strong competitive spirit, the ability to showcase our wealth management solutions in a compelling way and be a quick learner with strong negotiating skills.
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.
Meet 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
Education Requirements:
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.
Basic 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
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
Ability to travel up to 25% of the time.
Preferred Requirements:
FINRA Series 7, 24, and 65 /66 preferred
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VP, Business Development employer: Advisor Group
Contact Detail:
Advisor Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land VP, Business Development
✨Tip Number 1
Familiarise yourself with Osaic's wealth management solutions. Understanding the products inside and out will allow you to speak confidently about how they can meet the needs of potential financial advisors, which is crucial for building relationships.
✨Tip Number 2
Network within the financial services industry. Attend relevant events or webinars where you can connect with financial advisors and other professionals. Building a strong network can help you gain insights and leads that are essential for your role.
✨Tip Number 3
Brush up on your consultative selling skills. Since the role requires nurturing leads and closing deals, being able to ask the right questions and provide tailored solutions will set you apart from other candidates.
✨Tip Number 4
Get comfortable with Salesforce and other CRM tools. Being proficient in these systems will not only help you manage your sales pipeline effectively but also demonstrate your readiness to hit the ground running in this role.
We think you need these skills to ace VP, Business Development
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development and the financial services industry. Use specific metrics to demonstrate your success in sales and recruitment, as this role requires a strong track record.
Craft a Compelling Cover Letter: In your cover letter, express your understanding of Osaic's wealth management solutions and how your skills align with their needs. Showcase your competitive spirit and ability to build relationships, which are crucial for this position.
Highlight Relevant Skills: Emphasise your consultative selling skills, negotiation abilities, and experience with CRM systems like Salesforce. Mention any relevant certifications, such as FINRA Series 7, 24, and 65/66, to strengthen your application.
Showcase Your Industry Knowledge: Demonstrate your thorough knowledge of wealth management products and the financial services industry in your application. This will show that you can effectively represent Osaic and meet the needs of potential financial advisors.
How to prepare for a job interview at Advisor Group
✨Know Your Wealth Management Solutions
Before the interview, make sure you have a deep understanding of Osaic's wealth management suite. Be prepared to discuss how these solutions can meet the needs of potential financial advisors and enterprises.
✨Showcase Your Sales Success
Prepare to share specific examples of your past sales achievements in the financial services industry. Highlight your track record of meeting or exceeding sales goals, as this will demonstrate your capability for the VP role.
✨Demonstrate Relationship-Building Skills
Since the role involves nurturing relationships with financial advisors, be ready to discuss your approach to building and maintaining professional relationships. Share strategies you've used to connect with high-level decision-makers.
✨Familiarise Yourself with Salesforce
As you'll be using Salesforce to manage leads and track activities, it’s beneficial to have a basic understanding of the platform. If you have experience with CRM systems, be sure to mention it during the interview.
