Business Development Manager

About the role

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.

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.

Requirements

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

Qualifications

• 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.

Skills

• Financial services experience.
• FINRA licenses.

Benefits

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Pay

$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.

Schedule

Our hybrid schedule requires a minimum of 4 days weekly in the office.