Jon Ingram serves as the Vice President of Business Development at Osaic, where he leverages his extensive experience in the financial services industry to drive strategic growth and foster strong client relationships. With a proven track record in sales and broker-dealer operations, Jon is adept...
Jon Ingram serves as the Vice President of Business Development at Osaic, where he leverages his extensive experience in the financial services industry to drive strategic growth and foster strong client relationships. With a proven track record in sales and broker-dealer operations, Jon is adept at navigating the complexities of the financial landscape, ensuring that Osaic remains at the forefront of industry trends and client needs. His expertise in succession planning and recruiting has been instrumental in building a robust team that is not only skilled but also aligned with the company’s vision for sustainable growth.
At Osaic, Jon is currently spearheading key projects that focus on enhancing client engagement and optimizing sales processes. His proficiency in Salesforce.com allows him to analyze data-driven insights that inform decision-making and improve customer satisfaction. Jon’s strong interpersonal skills and communication abilities enable him to negotiate effectively and structure deals that benefit both Osaic and its clients. He is passionate about developing innovative solutions that address the evolving challenges faced by financial advisors and their clients, ensuring that Osaic remains a trusted partner in their success.
Additionally, Jon actively utilizes social media to expand Osaic's reach and visibility within the financial services sector, positioning the company as a thought leader. His dedication to continuous improvement and excellence in sales management reflects his commitment to not only achieving but exceeding business objectives. Through his leadership, Jon Ingram is shaping the future of business development at Osaic, driving initiatives that create lasting value for clients and stakeholders alike.
