SVP, Business Development
Core
Strategic leadership and execution of business development to grow the population of independent financial professionals for Osaic's Wealth Management suite.
Role type
Senior IC SVP Business Development (Strategy & Team Leadership)
Builds
Strategic business plans, sales training programs, and recruitment pipelines for financial advisors.
Domain
Financial Services / Wealth Management
Deliverable
Client delivery (recruiting financial advisors) | product features (sales enablement)
Required skills
Strategic leadership, team hiring and training, consultative selling, territory analysis, pipeline management, stakeholder relationship building, Salesforce proficiency, financial product knowledge, public speaking, goal setting.
Preferred skills
FINRA Series 7/24/65/66 licenses, Life/Health insurance licensing, project management.
Technologies
Salesforce, Microsoft Office Suite (Word, PowerPoint, Excel, Outlook), proprietary CRM systems.
Responsibilities
Develop and communicate annual department business plans; create sales training and coaching programs; recruit top-tier financial professionals; manage sales pipeline and meet quarterly/annual sales goals; build relationships with product sponsors and centers of influence; coach direct reports on sales tactics.
Seniority
Senior, hands-on IC with team management