Business Development Manager jobs in United States
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Osaic · 9 hours ago

Business Development Manager

positionScottsdale, AZ
timeFull-time
remoteHybrid
seniorityMid Level
money$55K/yr - $60K/yr
date3+ years exp

Osaic is a company in the financial services sector seeking a Business Development Manager to join their team. The role involves recruiting new financial representatives, managing the sales process, and collaborating with various departments to enhance the onboarding experience.

Business DevelopmentFinancial ServicesWealth Management
badNo H1Bnote

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

Qualification

Business developmentSales supportFinancial services experienceSalesforceCommunicationOrganizational skillsCustomer serviceFINRA licensesTeam collaborationProblem-solvingAttention to detailTime managementAdaptability

Required

Minimum of high school diploma or equivalent is required
Minimum 3 years in business development, sales, or sales support
Excellent communication and organizational skills

Preferred

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree
Financial services experience
FINRA licenses

Benefits

Health, vision, dental insurance
401k
Paid time away
Volunteer days
And much more

Company

Osaic

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Glassdoor3.7
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Osaic provides the support, resources, and community designed for the future of wealth management.
dateFounded in 2016
location
Phoenix, Arizona, USA
people-size1001-5000 employees
web-link
https://osaic.com/

Funding

Current Stage
Late Stage

Leadership Team

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Jamie Price
Chief Executive Officer
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Kristy Britt
CFO
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Recent News

Investment News
FINRA bars ex-Arkadios, Osaic broker at center of conflict of interest claims.
2026-01-23
Investment News
Merchant adds Osaic's data chief for new C-suite role
2026-01-22
Business Wire
Osaic Deepens Commitment to Advisor Development with Enhanced Wealth Advisor Academy and Financial Planning Jump Start Programs
2026-01-16
Company data provided by crunchbase