Flavia Samper
Director | Strategic Partnerships & National Accounts | Driving Growth Across Wirehouses, Independent Broker Dealers and RIA Channels | 25+ Years Elevating Client Engagement & Distribution | FINRA S7, SIE, S66
- Role
- VP Advisor Engagement Business Development at Osaic
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Flavia Samper
Dynamic and relationship-driven financial services executive with over 25 years of experience leading strategic partnerships, national account management, and business development across intermediary, RIA, and institutional channels. Proven track record of driving multimillion-dollar capital raises, expanding distribution platforms, and delivering consultative solutions that strengthen advisor engagement and client retention. Expertise spans alternative investments, 40 Act funds and Alternative offerings with deep knowledge of product integration, platform onboarding, and go-to-market strategy. Recognized for building trusted relationships with senior leaders, optimizing cross-functional collaboration, and consistently exceeding performance goals in complex, fast-paced environments. FINRA S7 and S66.
Experience
VP Advisor Engagement Business Development
Jan 2026 — Present
Education
Rutgers University–Newark
Bachelor's Degree, Finance / Economics
2000 — 2005
Skills
- Microsoft Excel
- Powerpoint
- Asset Management
- Fixed Income
- Investments
- Key Account Development
- New Business Development
- Portfolio Management
- Team Building
- Management
- Sales Management
- Project Management
- Strategic Planning
- Financial Services
- Crm
- Mutual Funds
- Team Management
- Valuation
- Account Reconciliation
- Business Strategy
- Securities
- Customer Relationship Management (Crm)
- Operations Management
- Microsoft Office
- Sales
- Equities
- Event Planning
- Finance
- Customer Service
- Time Management
- Relationship Management
- Account Management
- Workshop Facilitation
- Business Development
- Digital Marketing
- Strategy
- Event Management
- Key Account Management
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