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Osaic · 1 day ago

VP Business Development - Empowered Wealth Channel

Atlanta, GA

Full-time

Hybrid

Senior Level, Lead/Staff

$100K/yr - $125K/yr

10+ years exp

Osaic is a company focused on driving organic growth in the financial services sector. They are seeking a qualified VP of Business Development to increase financial advisor affiliations and meet recruitment goals by leveraging strong sales skills and relationship-building capabilities.

Business DevelopmentFinancial ServicesWealth Management

No H1B

Responsibilities

Represent Osaic’s Empowered Wealth Channel, 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 channel specific action plan through 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

Qualification

Sales processWealth management knowledgeSalesforceFinancial services experienceNegotiating skillsPublic speakingCustomer service focusMicrosoft Office SuiteOralProject managementWritten communication

Required

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

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