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Forms Management Jobs (NOW HIRING)

Osaic

Knowledge Management Forms Manager

Scottsdale, AZ · Hybrid

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

Atlanta, GA · On-site

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

Oakdale, MN · On-site

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

La Vista, NE · Hybrid

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

La Vista, NE · On-site

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

Atlanta, GA · Hybrid

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

Oakdale, MN · Hybrid

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

Scottsdale, AZ · On-site

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

Petersburg, VA · Hybrid

$105K - $108K/yr

Current Employees and Contractors Apply HereOsaic Careers Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Osaic

Knowledge Management Forms Manager

Oakdale, MN · Hybrid

$105K - $108K/yr

Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 ...

Osaic

Knowledge Management Forms Manager

Atlanta, GA · Hybrid

$105K - $108K/yr

Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 ...

Osaic

Knowledge Management Forms Manager

Scottsdale, AZ · Hybrid

$105K - $108K/yr

Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 ...

Osaic

Knowledge Management Forms Manager

La Vista, NE · Hybrid

$105K - $108K/yr

Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 ...

Osaic

Knowledge Management Forms Manager

Atlanta, GA · Hybrid

$105K - $108K/yr

Opportunity in Financial Services Knowledge Management Forms Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 ...

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All JobsForms Management Jobs

Forms Management information

See salary details

$29K

$48.4K

$69.5K

How much do forms management jobs pay per year?

As of Sep 10, 2026, the average yearly pay for forms management in the United States is $48,396.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $48,500.00 per year, depending on experience, location, and employer.

What is forms management?

Forms management is the process of creating, organizing, maintaining, and optimizing forms used within an organization. This includes both paper and digital forms, ensuring they are efficient, compliant, and accessible to users. Professionals in forms management work to streamline data collection, reduce errors, and improve workflow by designing forms that meet business needs and regulatory requirements. They also oversee the lifecycle of forms, from development to retirement, and may coordinate with IT, compliance, and operations teams.

What are the key skills and qualifications needed to thrive in forms management, and why are they important?

To excel in Forms Management, you need strong organizational skills, attention to detail, and a background in information management or a related field. Familiarity with forms design software, document management systems, and possibly certifications like Certified Records Manager (CRM) are commonly required. Effective communication, problem-solving, and the ability to collaborate with various departments are essential soft skills. Mastery of these skills ensures accurate data collection, regulatory compliance, and efficient workflow across an organization.

What are some common challenges faced in forms management roles and how can they be addressed?

Professionals in Forms Management often encounter challenges such as keeping forms up-to-date with regulatory changes, ensuring consistent branding across all documents, and managing large volumes of forms efficiently. Staying organized and using document management systems can help maintain version control and streamline form updates. Collaborating closely with compliance, IT, and end-users is also important to gather feedback and ensure forms meet both regulatory and operational needs.

What is the difference between Forms Management vs Data Entry Specialist?

AspectForms ManagementData Entry Specialist
Primary RoleOversees the creation, organization, and maintenance of forms and related processesInputs and updates data into systems based on provided information
Required SkillsKnowledge of form design, compliance, and data managementFast typing, accuracy, and basic computer skills
Work EnvironmentOffice setting, often with compliance and administrative teamsOffice or remote, focused on data input tasks
CertificationsOften requires administrative or data management certificationsTypically no formal certifications required

Forms Management involves overseeing the entire lifecycle of forms, ensuring compliance and efficiency, while Data Entry Specialists focus on accurately inputting data into systems. Both roles are essential in administrative and data-driven environments but differ in scope and responsibilities.

More about Forms Management jobs

What are popular job titles for Forms Management?

Popular job titles for Forms Management:

Forms Management jobs near you
Infographic showing various Forms Management job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $48,396 per year, or $23.3 per hour.

Knowledge Management Forms Manager

Scottsdale, AZ • Hybrid

Osaic
Finance and Insurance • 1 - 5K employees
Learn more about Osaicexternal

$105K - $108K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Opportunity in Financial Services

Knowledge Management Forms Manager

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $105,000 to $108,000 per year + annual performance-based bonus

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

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:Osaic Benefits.

Summary:

Osaic is seeking a Forms Manager, Knowledge Management to lead the strategy, governance, modernization, and lifecycle management of business-critical forms within Trading and Operations. This role will focus on client onboarding, account maintenance, trading authorization, regulatory documentation, and related advisor- and client-facing processes.
The Forms Manager will ensure forms are accurate, compliant, easy to use, and aligned to operational workflows and technology platforms. This individual will lead a small team, partner across functions, and drive standardization, automation, data integrity, and continuous improvement to support a more seamless advisor and client experience.

Education Requirements:

  • Bachelor's degree in Business Administration, Operations, Information Management, Information Technology, Education, or a related field preferred.

  • Equivalent combination of education and relevant experience will be considered.

Responsibilities:

  • Strategic, organized, and detail-oriented, with a continuous improvement mindset.

  • Able to translate complex operational, regulatory, and system requirements into clear, practical form solutions and documentation.

  • Strong judgment, reasoning, problem-solving, and decision-making skills.

  • Comfortable working independently and collaboratively in a fast-paced, team-oriented environment.

Basic Requirements:

  • 3+ years of experience in forms management, operations, process management, knowledge management, documentation, or a related function.

  • Experience working in a matrixed environment with cross-functional stakeholders.

  • Demonstrated ability to manage competing priorities, coordinate deliverables, and drive work through completion.

  • Strong written and verbal communication skills, including business writing, editing, documentation, and stakeholder communications.

  • Working knowledge of project delivery, process improvement, change management, and operational documentation practices.

  • Proficiency with Microsoft Office Suite, including Word, PowerPoint, Excel, Outlook, Teams, and Forms.

Preferred Requirements:

  • Experience with dynamic forms, integrated systems, workflow tools, document management tools, or digital forms platforms.

  • Experience managing form libraries, including intake, publishing, version control, archiving, change documentation, and stakeholder communications.

  • Experience analyzing client-facing, advisor-facing, or operational processes and identifying improvement opportunities.

  • Project management experience or certification preferred.

  • Strong facilitation, presentation, consensus-building, and relationship management skills.

  • Financial services, wealth management, broker-dealer, or RIA experience preferred; SIE or Series 6 or 7 a plus.

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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