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.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
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.
Top Skills
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
