SVP, Business Development

In this role you drive the strategy and execution to grow the population of independent financial professionals with Osaic. You lead the Business Development team, shaping hiring, training, and the annual plan to hit growth targets. You'll build strategic relationships, recruit through consultative selling, and partner cross-functionally to deliver a five-star prospect experience. This is a hands-on, leader-level opportunity to influence wealth-management growth at scale.

• health insurance
• vision insurance
• dental insurance
• 401(k)
• paid time away
• volunteer days

• Represent Osaic and Wealth Management solutions to prospective advisors/enterprises
• Collaborate with Sales Enablement to create training programs and coach the team
• Deliver formal business presentations highlighting products, technology, and services
• Develop and execute a territory plan with goals and activity metrics
• Nurture leads, manage sales pipeline, and achieve quarterly/annual sales targets
• Build relationships with product sponsors, wholesalers, and centers of influence
• Coordinate with internal stakeholders to streamline processes and optimize the prospect experience
• Use Salesforce to track activities, leads, and opportunities
• Mentor and coach team members; share best practices across the team
• Perform other duties as assigned

• Minimum 10 years of experience in financial services
• Minimum 5 years of managing a team
• Track record of successful sales/recruiting in financial services
• 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 and CRM systems; ability to learn proprietary systems
• Strong customer service orientation
• Strong public speaking and written communication skills
• Ability to work across teams to achieve goals
• Decision-making in high-growth, risk-charged environment

• leadership
• communication
• public speaking
• Salesforce
• Microsoft Office Suite (Word, PowerPoint, Excel, Outlook)
• CRM systems