VP, Succession & Acquisition
Core
VP leading succession planning, mergers, acquisitions, and valuation for financial advisors within the Osaic broker-dealer network.
Role type
Senior IC VP (Strategy & Operations)
Builds
Interactive matching platform for advisor buy/sell/continuity; internal succession workflows.
Domain
Financial Services / Broker-Dealer / M&A
Required skills
Mergers and acquisitions, succession planning, practice management, financial modeling, valuation methodologies, business coaching, process-driven operations, data tracking and reporting, stakeholder management across departments, marketing campaign development, regional meeting organization, financial and cash flow modeling, Excel, SharePoint, PowerPoint, Salesforce, Access, Word, Outlook, CRM.
Preferred skills
FINRA Series 7 and 24 licenses, Master's Degree, experience with major broker-dealers.
Technologies
Salesforce, Excel, SharePoint, PowerPoint, Access, Outlook, CRM
Responsibilities
Lead/support a team of Succession and Acquisition managers; act as a consultant for succession and acquisition within the Osaic network; develop, manage, enhance and promote the Osaic Succession & Acquisition efforts; track data on succession and acquisition and create/prepare reports for SVP and Sr. Management; assist with the creation and maintenance of Osaic's interactive matching website; work to organize the Succession & Acquisition Team with Business Development, Transitions, Legal, Compliance, Licensing & Registration, Commission; assist in the succession and acquisition workflow to keep advisors tracked and moving along a proper succession continuum; provide assistance with financial and cash flow modeling, Excel spreadsheet tracking, SharePoint and power point presentations; coach advisors through a practice benchmarking process evaluating the profitability, transferability and risk of their business; develop value add and regional meetings for succession planning; help develop and continue a focused and in-depth marketing campaign for our leading producers.
Seniority
VP, strategic leadership & team management
