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Forms Jobs (NOW HIRING)

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 ...

Mayo Clinic

Production I Forms Warehouse

Rochester, MN · On-site

$14.75 - $18/hr

This position is at our forms warehouse and involves picking, stocking and shipping of forms and other materials for colleagues across the enterprise. Requires operation of mechanical equipment ...

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

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 ...

Safelease

Senior Insurance Forms Analyst

Austin, TX · On-site

$140 - $180/hr

You will draft, refine, and maintain policy forms, endorsements, and manuscript wordings for both lines of business, and shepherd them through the regulatory filing process. This role spans ...

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 ...

Sharecare

Forms Completion Specialist - Remote

$17.50 - $23/hr

Experience with FMLA/Disability forms is required.The candidate will also demonstrate that they are culturally aligned with Sharecare, by displaying and working within the values of Servant ...

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

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

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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As of Sep 7, 2026, the average hourly pay for forms in the United States is $62.50, according to ZipRecruiter salary data. Most workers in this role earn between $62.50 and $62.50 per hour, depending on experience, location, and employer.

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Infographic showing various Forms job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 18% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $130,000 per year, or $62.5 per hour.

Knowledge Management Forms Manager

Osaic

Oakdale, MN • On-site

$105K - $108K/yr

Other

Medical, Dental, Vision, Retirement

Posted 4 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

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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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