Business Development Officer

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5 days ago – Be among the first 25 applicants.

• Las Vegas: 2270 Corporate Circle, Suite 220, Henderson, NV 89074
• Reno: 5474 Longley Ln., Reno, NV 89511

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type: Full time

Salary: $75,000 - $82,000 per year + annual bonus.

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

Benefits: Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details, visit our careers page:

The Business Development Officer (BDO), through business development, will echo the company’s vision of building success through relationships. The BDO ensures a positive and service-oriented experience for clients, their referring parties, and Premier’s business partners. This position serves as a key role between Business Development and Onboarding, Trust Administration and other areas of the operation ensuring effective communication, accurate and complete information, and a smooth business process.

Interacts with internal and external clients on a regular basis to provide education about trust services, trust administration and the benefits of Premier Trust.

• Establish, grow and maintain effective relationships with potential clients and their referral sources, financial professionals and attorneys.
• Represent the company in various business development and industry related functions to further enhance the company’s image and develop additional business.
• Track pending items, maintain communication with clients and business partners, and follow up with onboarding staff to ensure all necessary information is provided in a timely manner for the trust to be properly onboarded.
• Act as a key client contact throughout the onboarding process to ensure seamless transition, as well as a point of escalation for exceptions to the process.
• Ensure that the business development/sales process is running efficiently; make regular recommendations to ensure the process is optimized.
• Create and give presentations to groups of anywhere from 2-200 about the benefits of trust services.
• Coordinate with team members to ensure communication about processes and associated timelines are reflected accurately in marketing materials and presentations.
• Prepare material, content and scripting for training and education of clients, associated referrals, and internal new hires.
• Participate in company meetings and provide updates to management and Premier Trust teams as necessary.
• Enter and maintain Salesforce business development data and production of the new business, management, and similar reports.
• Recommend improvements to workflow and processes on an ongoing basis.
• Manage staff as appropriate or as designated by Director of Business Development.
• Develop and train staff in accordance with Premier Trust and Osaic guidelines.
• Set an example by reflecting corporate values and encouraging that from others.
• May be asked to create or edit marketing pieces and update collateral.
• Coordinate and conduct communication with prospects and business partners.
• Assist in planning and organizing conferences and events; include presentation preparation, materials needed, coordination of shipping, and reservations.
• Organize and maintain business development materials:
• Maintain and/or contribute toward corporate collateral.
• Prepare reports as requested.
• Other duties and ad hoc projects may be assigned to assist in efforts toward the company goals.
• Maintain strict confidentiality of all records and data received and produced.
• Comply and stay current with all applicable company policies, state laws and regulations.
• Exhibit objective and openness to others’…