Opportunity in Financial Services VP Relationship Management Location(s): CT/Remote
Role Type: Full-time, Non-Exempt
Salary:$120,000 + annual performance-based 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: Osaic Benefits.
Summary: The Business Consultant will be assigned a territory of Financial Professionals. The BC will oversee all aspects of the territory and will be responsible for all relationships, strategic initiatives, goals, activities, and the delivery of key resources to the Financial Professionals in the territory. This will include, but not limited to Training, Marketing, Wealth Solution Services, Insurance support, and Service support.
Duties and Responsibilities include the following. Other duties may be assigned.
- Work directly with Financial Professionals and Teams to drive Sales and Revenues. Interact with all Osaic Institutions departments to drive needed support to Financial Professionals. Facilitate meetings in the territory that create educational opportunities as well as opportunities for networking and the exchange of ideas. Work with Licensing and Registration to help with the onboarding of Advisors
- Lead the recruiting process for new Franchise Advisors and support identifying and negotiating retention and succession arrangements, and book acquisitions. Identify key growth opportunities in the territory and develop strategies and tactics to take advantage of these opportunities Identify a group of Advisors annually that have the greatest opportunities for growth and focus on these advisors by setting goals and delivering on those goals
- Create a process for consistent communication to all Financial Professionals in the territory
- Work with Compliance on the Sales Supervision activities required. Interact, assist and collaborate with the Internal Support Position on all aspects of the territory Deliver all required Management reports in a timely manner
