Advisor Group
Advisor Group

60 Advisor Group Business Development Associate Jobs Hiring Near You

SVP, Business Development

Scottsdale, AZ · On-site

$160K - $185K/yr

Current Employees and Contractors Apply Here Osaic Careers Business Development, Advisor Acquisition Opportunity SVP, Business Development Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 ...

This position's primary objective is to manage a group of individual agents who are responsible for ... Effectively adopt changing business needs and guide employees through shifting priorities Basic ...

Manager, Advisor Support

Atlanta, GA · On-site

$70K - $75K/yr

Effectively adopt changing business needs and guide employees through shifting priorities ... advisor dedication * Outstanding professional presence and positive customer service attitude

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

This role is responsible for cultivating and maintaining deep client relationships, mentoring Financial Advisors, identifying business development opportunities, and driving growth through networking ...

VP, Advisor Engagement

Atlanta, GA · On-site

$140 - $155/hr

This role builds strong partnerships with financial professionals, translates business ... and developmental abilities (or the perception of a disability), genetic information, race ...

VP, Advisor Engagement

Oakdale, MN · On-site

$150K - $175K/yr

The VP, Advisor Engagement role will drive strategy and execution within the field of financial ... This role builds strong partnerships with financial professionals, translates business ...

VP, Advisor Engagement

Atlanta, GA · On-site

$140K - $155K/yr

The VP, Advisor Engagement will drive strategy and execution within the field of financial ... This role builds strong partnerships with financial professionals, translates business ...

Ensures proper business and sales practices are followed by the daily review of all assigned transactions and works with the advisors to address deficiencies in submissions * Completes data entry ...

Branch Office Examiner

Scottsdale, AZ · On-site

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

... business, Finance or related field is preferred * Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client ...

Product Manager

Scottsdale, AZ · On-site

$100K - $138K/yr

Current Employees and Contractors Apply Here Osaic Careers Product Opportunity in Advisor & Client ... The role serves as the primary connection between business priorities, customer needs, and ...

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SVP, Business Development

Advisor Group

Scottsdale, AZ • On-site

$160K - $185K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 23 days ago


Job description

Current Employees and Contractors Apply Here
Osaic Careers
Business Development, Advisor Acquisition Opportunity
SVP, Business Development
Location(s):
2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Remote applicants may potentially be considered for this role.
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.
Role Type: Full-time: 50-75% Travel May Be Required
Salary: $160,000 - $185,000 per year + sales incentive compensation and annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, 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.
Summary:
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 high-growth and risk-charged environment

Preferred Requirements:
  • FINRA Series 7, 24, and 65 /66
  • Life/Health insurance license
  • Project management skills
Current Employees and Contractors Apply Here

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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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