SVP, Business Development

SVP, Business Development

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 include :

• 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 :

Basic Requirements :

Preferred Requirements :