SVP, Business Development

Business Development, Advisor Acquisition Opportunity SVP, Business Development Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista, NE 68128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Remote Applicants may potentially be considered for this role. Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non‑remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants. Role Type: Full‑time: 50‑75% travel may be required Salary: $160,000 – $185,000 per year + sales incentive compensation and annual bonus. Actual compensation offered will be determined individually, based on a number of job‑related factors, including location, skills, experience, and education. Benefits: Additional benefits include health, vision, dental insurance, 401(k), paid time away, volunteer days and much more. Summary: The SVP, Business Development is accountable for the overall strategy and execution in growing the population of independent financial professionals for Osaic. The SVP provides strategic direction for the Business Development team including hiring, training, goal setting, performance management, and coaching. Additionally, the SVP is responsible for developing and communicating the annual department business plan. This position reports to the EVP of Recruiting & Revenue Acquisitions and encompasses strategic direction related to top‑tier financial professional acquisition, sourcing, brand awareness, transition, and post‑affiliation. The SVP will lead a team of direct reports. Responsibilities: Represent Osaic and our Wealth Management Firms, gaining a deep understanding of our Wealth Management suite of solutions and researching how they meet the needs of potential financial advisors and 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 to drive success in achieving the team goals. Prepare and deliver formal business presentations to qualified prospective representatives, highlighting AG/WMF products, technology, and service, and using sales techniques to recruit business. Participate in new business development ventures and strategic recruiting efforts as needed. 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, actively managing a sales pipeline by executing 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 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) plus significant experience considered in lieu of a degree. Minimum of a high school diploma or equivalent is required. Basic 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 systems; 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 ability, particularly in a high‑growth and risk‑charged environment. Preferred Requirements: FINRA Series 7, 24, and 65 /66. Life/Health insurance license. Project management skills. #J-18808-Ljbffr