Manager, Growth Initiatives

Business Development Opportunity in Financial Services Manager, Growth InitiativesLocation(s):Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339La Vista:12325 Port Grace Blvd, La Vista, NE 68128Oakdale: 7755 3rd St. N, Oakdale, MN 55128Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.Role Type: Full timeSalary: $100,000 - $125,000 per year + annual bonusActual 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: https://careers.osaic.com/Creative/BenefitsSummaryThe Manager of Growth Initiatives is responsible for delivering actionable business insights and providing strategic leadership in support of Osaic’s supported platforms. In this role, the individual serves as a key partner to Wealth Management Solutions leadership, particularly the Wealth Management Platforms team, by driving organic growth initiatives, enhancing advisor and client adoption, and supporting the marketing and promotion of Osaic’s cash and lending solutions. This position focuses on identifying growth opportunities within Osaic’s existing ecosystem, developing performance measurement frameworks, and translating data into clear recommendations that inform strategic decision‑making.ResponsibilitiesLead and coordinate efforts to promote Osaic’s client and advisor lending solutions across supported platforms, including advisor education and internal advocacyDevelop, maintain, and enhance reporting and performance metrics for lending solutions, cash management accounts, and other strategic programs as neededIdentify new growth opportunities within Osaic’s ecosystem and participate in due diligence, evaluation, and onboarding of new partners, products, or solutionsPartner with internal departments to support go‑to‑market strategies, advisor communications, presentations, and promotional materials tied to growth initiativesDetermine the most effective methodologies for data analysis and independently solve complex, ambiguous business problemsAssist with the implementation and optimization of new tools, platforms, systems, and reporting capabilities related to lending and cash solutionsSupport strategic planning efforts by producing scenario analysis, financial modeling, and business cases for key initiativesDrive continuous improvement by identifying opportunities to streamline processes, enhance scalability, and automate reporting or operational workflowsCollaborate cross‑functionally with teams including Operations, Technology, Compliance, Finance, Marketing, and Sales to ensure alignment and executionServe as a subject‑matter resource for internal stakeholders on lending‑related growth initiatives and platform capabilitiesPerform other duties and projects assigned in support of organizational prioritiesEducation RequirementsBachelor’s degree required, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.Basic RequirementsMinimum of 4 years’ experience in financial services, wealth management, platform strategy or a related disciplineBachelor’s degree in Finance, Business, Economics, Analytics, or a related fieldTeam player with a customer service mentalityHighly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environmentSelf-starter who will anticipate challenges and work proactively to resolve issuesStrong leadership presence with the ability to influence outcomes without direct authorityProficiency in the use of business applications such as Microsoft Excel and PowerPoint,Strong written and verbal communication skillsComfortable working within an entrepreneurial, “roll-up your sleeves” environmentDemonstrated professionalism, discretion, and alignment with Osaic’s values and client‑first culturePreferred RequirementsPrior financial services industry experience preferred (wealth management, investment management, broker-dealer, banking, RIA, specialty finance)Advanced Microsoft Excel skills with the ability to consolidate and segment large amounts of data and distilling that into actionable intelligenceExperience working directly with financial advisors and a strong understanding of the financial needs of clientsExperience with industry leading wealth management tools and platformsEqual Opportunity EmployerOsaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.EligibilityApplicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.Unqualified ApplicationsOsaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.Recruiting AgenciesOsaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.