Business Development Officer

Osaic Careers

Business Development Opportunity in Trust Services

Premier Trust Business Development Officer

Location(s):

• 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: $65,000 - $75,000 per year + annual bonus

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

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 of what you can look forward to, visit our careers page.

Summary:

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.

Responsibilities:

• Establish, grow and maintain effective relationships with potential clients and their referral sources, financial professionals and attorneys.
• Represents the company in various business development and industry related functions to further enhance the company's image and develop additional business.
• Tracks pending items, maintains communication with clients and business partners, and follows up with onboarding staff to ensure all necessary information is provided in a timely manner for the trust to be properly onboarded.
• Acts 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.
• Ensures that the business development/sales process is running efficiently; makes regular recommendations to ensure the process is optimized.
• Creates and gives presentations to groups of anywhere from 2-200 about the benefits of trust services.
• Coordinates with team members to ensure communication about processes and associated timelines are reflected accurately in marketing materials and presentations.
• Prepares material, content and scripting for training and education of clients, associated referrals, and internal new hires.
• Participates in company meetings and provides updates to management and Premier Trust teams as necessary.
• Enters and maintains Salesforce business development data and production of the new business, management, and similar reports
• Recommends improvements to workflow and processes on an ongoing basis
• Manages staff as appropriate or as designated by Director of Business Development
• Develops and trains staff in accordance with Premier Trust and Osaic guidelines
• Sets an example by reflecting corporate values and encouraging that from others
• May be asked to create or edit marketing pieces and update collateral
• Coordinates and conducts communication with prospects and business partners
• Assists in planning and organizing conferences and events; includes presentation prep, materials needed, coordination of shipping, and reservations
• Organizes and maintains business development materials:
• Maintains and/or contributes toward corporate collateral
• Prepares reports as requested
• Other duties and ad hoc projects may be assigned to assist in efforts toward the company goals.
• Maintains strict confidentiality of all records and data received and produced
• Complies and stays current with all applicable company policies, state laws and regulations
• Exhibits objectively and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit.
• Treats…