Lorena O.
Director, Sales Experience @Osaic
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WORK HISTORY
Director, Sales Experience @Osaic
Strategic Marketing Leadership: Develop and execute comprehensive marketing plans tailored to business development goals, including targeted campaigns, content creation for digital and print media, and performance analytics to boost visibility and attraction of top-tier financial talent.Innovate HOV Experiences: Design and refine the end-to-end Home Office Visit program, incorporating cutting-edge elements such as interactive sessions, customized itineraries, advanced tech integrations, and feedback mechanisms to create memorable and impactful engagements for incoming advisors.Third-Party Recruiter Relationship Management: Build and maintain strategic partnerships with external recruitment firms, negotiating agreements, overseeing performance metrics, and coordinating joint initiatives to expand our talent pipeline and ensure high-quality candidate sourcingTraining and Development Initiatives: Partner with internal stakeholders to craft and deliver training modules for sales teams, focusing on best practices in advisor engagement, product knowledge, and compliance to empower consistent performance across the organization.Data and Reporting Optimization: Maintain accurate CRM systems (e.g, Salesforce) by updating leads, opportunities, and dashboards; generate insightful reports to inform decision-making and track recruitment effectiveness.Vendor and Event Support: Serve as the key liaison for external service providers, handling contracts, communications, and billing; additionally, contribute to high-level event coordination and strategic projects under senior leadership.
EDUCATION
Arizona State University
Bachelor of Science (B.S.), Economics
University of Arizona, Eller College of Management
Master of Business Administration - MBA, Executive Master of Business Administration
ABOUT LORENA O.
Director, Sales Experience
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