VP, Succession & Acquisition

Osaic

. Assist the Osaic platform service and broker dealer community with succession, merger, acquisition, valuation, continuity, practice management and business development efforts .

Posted 11/5/2026full-timeUnited StatesLead💰 $120,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in succession planning, mergers and acquisitions, and business development within the financial services industry. Proficient in financial modeling, practice management, and effective communication across departments.

Highest-signal resume keywords

Succession PlanningMergers And AcquisitionsFinancial ModelingBusiness CoachingPractice Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Practice BenchmarkingValuation MethodologiesData TrackingExcel TrackingProblem Solving

Soft Skills

Analytical SkillsDetail OrientedCommunication Skills

Tools & Technologies

Microsoft OfficeSalesforceSharePointPowerPoint

Certifications & Qualifications

Bachelor's DegreeFINRA Series 7FINRA Series 24

Industry Keywords

Broker DealerSuccessionAcquisitionContinuity PlanningBusiness Development

About the role

Key responsibilities & impact

Assist the Osaic platform service and broker dealer community with succession, merger, acquisition, valuation, continuity, practice management and business development efforts
Work with existing advisors needing internal succession and continuity assistance
Support advisors seeking to sell businesses internally or acquire businesses inside or outside the Osaic network
May lead or support a team of Succession and Acquisition managers
Act as a succession and acquisition consultant within the Osaic network
Develop, manage, enhance and promote Osaic Succession & Acquisition efforts
Track data and prepare reports for senior management
Assist with Osaic’s interactive matching website for buyers, sellers, continuity partners and merger candidates
Coordinate with Business Development, Transitions, Legal, Compliance, Licensing & Registration and Commission teams
Support succession and acquisition workflow
Provide financial and cash-flow modeling, Excel tracking, SharePoint and PowerPoint presentations
Coach advisors through practice benchmarking evaluating profitability, transferability and business risk
Develop regional succession-planning meetings and networking opportunities
Support marketing campaigns educating leading producers about succession and continuity planning
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s Degree from accredited university required
Seven plus years of industry experience, preferably with a major broker dealer
Business coaching, practice management, succession planning, mergers and acquisitions, financial practice benchmarking and valuation, process-driven
Fluent in Microsoft Office (Access, Excel, Word, Power Point, Outlook) and CRM (Salesforce)
Acute analytical skills
Experience in financial modeling and valuation methodologies beneficial
Adept at problem solving and handling multiple and varied tasks
Detail oriented with ability to communicate ideas and objectives between varying departments
FINRA Series 7 and 24 preferred

Benefits

Comp & perks

Annual performance-based bonus
Health insurance
Vision insurance
Dental insurance
401k
Paid time away
Volunteer days