Osaic · 3 months ago
SVP, Business Development
Oakdale, MN
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $185K/yr
10+ years expOsaic is a company focused on growing the population of independent financial professionals. The SVP, Business Development is responsible for the overall strategy and execution of the Business Development team, including hiring, training, and performance management, while also developing the annual business plan.
Business DevelopmentFinancial ServicesWealth Management
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
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 that will drive success in achieving the team goals
Prepare and deliver formal business presentations to qualified prospective representatives highlighting AG/WMF products, technology, and service. Answer questions and utilize 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 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
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
Qualification
Required
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'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
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
Preferred
FINRA Series 7, 24, and 65 /66
Life/Health insurance license
Project management skills
Benefits
Health, vision, dental insurance
401k
Vacation and sick time
Volunteer days
Much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
Investment News
2026-01-22
Company data provided by crunchbase