Business Development Manager

Osaic Careers

Business Development Opportunity in Financial Services

Business Development Manager

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $55,000 - $60,000 + annual performance bonus.

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Summary:

We are looking for a driven and motivated individual to join our Business Development team. In this role, you will help solicit and support the recruitment of new financial representatives, assist recruiters in managing and accelerating the sales process, and collaborate across departments to deliver a seamless onboarding experience. This is an exciting opportunity to contribute to the growth of our organization and make a meaningful impact in financial services.

Education Requirements:

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Provide a five-star experience to prospective financial advisors by guiding them through recruiting and onboarding.
• Partner with branch offices and external recruiters to support recruiting and close new business.
• Collaborate with Lead Generation team to follow up on Sales Qualified Leads.
• Organize meetings for external recruiters and assist with ARC meeting preparation.
• Collect and review financial documents; engage Finance for validation.
• Oversee deal creation and approval process with Finance and Recruiting.
• Orchestrate due diligence with Compliance and Supervision teams.
• Lead contract review process with Legal.
• Schedule tech demos and product SME meetings.
• Work with HOV concierge to prepare pre- and post-HOV materials.
• Utilize Salesforce and Seismic to develop offer letters/proposals.
• Prepare press releases and social media for new joins.
• Update Salesforce continuously and become an expert in digital onboarding tools.
• Collaborate across internal departments to improve processes.

Basic Requirements:

• Minimum 3 years in business development, sales, or sales support.
• Excellent communication and organizational skills.

Preferred Requirements:

• Financial services experience.
• FINRA licenses.