SVP, Business Development

External

Advisorgroup · Scottsdale, AZ

$160K–$185K/yrFull-timeRemote2d ago

CRMExcelLeadershipPublic SpeakingSalesforce

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About the role

The SVP, Business Development is accountable for the overall strategy and execution in growing the population of independent financial professionals Osaic. The SVP provides strategic direction for the Business Development team including strategic leadership, hiring, and training team members, goal setting, performance management and coaching. Additionally, the SVP is responsible for developing and communicating the annual department business plan. This position reports to the EVP of Recruiting & Revenue Acquisitions, and encompasses the strategic direction related to: Top-Tier financial professional acquisition; sourcing, brand awareness, transition, and post-affiliation. This position will have a team of direct reports.

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

Education Requirements:

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

Basic Requirements:

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 hi

SVP, Business Development

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