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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in succession planning, acquisition strategies, and financial modeling, with a strong ability to collaborate across departments and coach financial advisors. Proficient in data tracking and reporting, with a focus on enhancing internal programs and marketing campaigns.
Highest-signal resume keywords
Succession PlanningFinancial ModelingBusiness CoachingMergers And AcquisitionsAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Practice BenchmarkingValuation MethodologiesData TrackingExcel Spreadsheet TrackingProcess-Driven Experience
Soft Skills
Problem-Solving AbilityDetail-OrientedCommunication Skills
Tools & Technologies
Microsoft OfficeSalesforceSharePoint
Certifications & Qualifications
CPACFPCFAFINRA Series 7FINRA Series 24CVAAVAABVASACBA
Industry Keywords
Commercial LendingBroker DealerSuccession ContinuumAcquisition Lending Program
About the role
Key responsibilities & impact- Act as a consultant for succession and acquisition within the Osaic network
- Support development of an internal acquisition lending program
- Develop, manage, enhance, and promote Osaic Succession & Acquisition efforts
- Track succession and acquisition data and prepare reports for SVP and senior management
- Assist with creation and maintenance of Osaic’s interactive matching website for financial advisors
- Collaborate with the Succession & Acquisition Team and partners including Business Development, Transitions, Legal, Compliance, Licensing & Registration, and Commission
- Assist with succession and acquisition workflow to keep advisors progressing through the succession continuum
- Provide assistance with financial and cash flow modeling, Excel spreadsheet tracking, SharePoint, and PowerPoint presentations
- Coach advisors through practice benchmarking evaluating profitability, transferability, and business risk
- Develop value-add and regional succession-planning meetings
- Develop and continue marketing campaigns to educate leading producers about succession and continuity planning
- Perform all other duties as assigned
Requirements
What you’ll need- Minimum of high school diploma or equivalent required
- Bachelor’s degree preferred
- Significant practical experience may be considered in lieu of a bachelor’s degree
- 5+ years of industry experience, preferably with a major broker dealer
- Business coaching, practice management, succession planning, mergers and acquisitions, financial practice benchmarking and valuation, and process-driven experience
- Fluent in Microsoft Office, including Access, Excel, Word, PowerPoint, Outlook, and CRM (Salesforce)
- Acute analytical skills
- Experience in financial modeling and valuation methodologies beneficial
- Problem-solving ability and ability to handle multiple and varied tasks
- Detail-oriented with ability to communicate ideas and objectives between varying departments
- Commercial lending experience preferred
- CPA, CFP, or CFA credentials preferred
- FINRA Series 7 and 24 preferred
- Business valuation credentials such as CVA, AVA, ABV, ASA, or CBA preferred
Benefits
Comp & perks- Annual bonus
- Health insurance
- Vision insurance
- Dental insurance
- 401k
- Vacation time
- Sick time
- Volunteer days