Business Development Opportunity in Financial Services
SVP, Business Development – Osaic Institutions
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Qualified candidates in all company locations and seeking 100% work from home are encouraged to apply.
$150,000 - $185,000 per year + bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Role Type: Full time
Summary:
The SVP, Business Development, will work in a team environment and perform a wide variety of duties to increase the number of financial institutions that partner with Osaic Institutions. This role is responsible for establishing new financial institution relationships and serves as the primary point of contact for adding new financial institutions. The ideal candidate will coordinate multiple departments to highlight Osaic Institutions’ services and capabilities and work in conjunction with all departments across Osaic.
Responsibilities:
Leverages referral network and cold calls to obtain appointments with prospective clients
Travel to meet with prospective clients to tell the Infinex story and learn about prospects.
Co-ordinates prospects on-site due diligence visits.
Co-ordinates answering and delivery of RFP’s.
Works with SVP Business Development to deliver proposals.
Works with SVP Business Development to negotiate contracts and close business.
Stay abreast of changes in the industry and/or competitor information.
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers. This job description represents the foundation of the job, not its boundaries.
Education Requirements:
High School Diploma or equivalent (GED) required.
Basic Requirements:
10 years’ experience in financial services.
10 years’ experience in sales and selling to financial institutions.
Excellent phone and communications skills and the ability to handle multiple tasks simultaneously.
Must be detail-oriented, organized and have ability to use various types of office equipment, including computer terminal.
Must be able to travel two nights per week and work independently as this is a home-based position.
Preferred Requirements:
(FINRA) Series 7, 24 and Series 63 Licenses
Top Skills
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
