Business Development Manager

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.

Responsibilities

• Provide a five-star experience to prospective financial advisors by guiding them through recruiting and onboarding.
• Possess a deep understanding of the financial services industry and possess excellent communication and organizational skills.
• 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.

Education Requirements

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.

Basic Requirements

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

Preferred Requirements

• Financial services experience.
• FINRA licenses.

Benefits

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.