Jobs at Osaic

Leads the strategy, design, and execution of sales events, Home Office Visits, recruiting experiences, conferences, and strategic partner engagements. Aligns experiences with business development and advisor recruiting goals, manages cross-functional stakeholders and executives, oversees budgets, vendors, logistics, measurement, and continuous improvement. Uses Salesforce, Microsoft 365, Copilot, and AI-enabled tools to improve planning, personalization, reporting, and program efficiency.

Supports corporate FP&A through financial modeling, forecasting, budgeting, revenue analytics, variance analysis, dashboards, scenario planning, and management reporting. Partners with business units, Accounting, and Finance stakeholders to validate inputs, reconcile results, improve data quality, and strengthen forecasting processes. Produces financial analyses and recommendations for special projects while communicating trends, risks, and opportunities to business leaders and executives.

Develops scalable performance reporting and analysis for business, finance, product, marketing, and data stakeholders. Investigates performance drivers, automates reporting workflows, applies AI-enabled tools, validates data quality, and translates complex findings into recommendations for executives. The role supports investment, pricing, service, recruiting, retention, and cost-to-serve decisions while maintaining accurate, timely, documented, and reproducible analytical processes.

Manages Osaic’s HR compliance and governance framework, including risk assessments, controls, policy administration, employment-law compliance, monitoring, reporting, audits, remediation, and manager capability initiatives. Partners with HR, Legal, Risk, Compliance, Internal Audit, Payroll, and business leaders to reduce employment risk, maintain multi-state compliance, and ensure consistent HR practices.

Reviews financial transactions, contacts clients and financial professionals to verify authorization, validates client identities, identifies potential fraud indicators, documents communications, manages phone and voicemail queues, and escalates suspicious activity to appropriate teams. The role requires accurate, timely processing, strong customer service, attention to detail, and effective use of internal financial systems and software.

Provides operational and administrative support for a financial services trust department. Responsibilities include processing and balancing transactions, maintaining and closing accounts, assigning CUSIP numbers, reconciling accounts, handling cash movements, responding to inquiries, supporting management, and ensuring compliance with BSA, OFAC AML, the USA PATRIOT Act, and company policies. The role also uses AI tools to improve efficiency and requires confidentiality, accuracy, organization, and customer service skills.

Processes incoming and outgoing mail and documents, including sorting, scanning, imaging, routing, printing, and copying. Maintains document workflows, records, retention procedures, and secure handling practices. Communicates with internal teams to resolve processing issues, supports high-volume workloads, contributes to process-improvement projects, and cross-trains across functions. Requires accurate, organized work in a full-time onsite environment with occasional overtime or weekend availability.

Manages strategic insurance account relationships, leads business development initiatives, coordinates sales and cross-functional projects, identifies account growth opportunities, develops partnership plans, onboards sales leaders, and provides reporting and analytics. Serves as a primary contact for corporate customers, sales teams, carriers, and producers while supporting account strategy, territory assignments, marketing initiatives, and compliance-related activities.

Supports Wealth Managers by servicing high-net-worth clients, responding to inquiries, coordinating account administration, preparing reports and meeting materials, maintaining CRM data, managing custodian paperwork, and supporting compliance, billing, reporting, and client communication initiatives. The role requires strong organization, communication, attention to detail, discretion, and proficiency with Microsoft Office, Adobe Acrobat, and CRM systems.

Supports financial advisors by gathering client data, preparing financial and investment analyses, developing planning materials, conducting research, and coordinating implementation activities. The role prepares reports, portfolio reviews, and meeting materials while tracking follow-up items, maintaining compliance documentation, and collaborating with advisors, operations teams, and external providers to deliver a strong client experience.

Serve as primary relationship lead for client households, deliver comprehensive financial planning, mentor advisory staff, drive business development through networking and COIs, manage transitioned client relationships, and ensure timely, accurate planning deliverables to grow firm assets and retain clients.

Provide Tier II Workday support and administration: troubleshoot cases, configure core HCM, maintain data integrity, run data loads (EIB), create reports, perform UAT, document SOPs, and support HR stakeholders and projects.

The Regional Advisory Consultant drives sales strategy and promotes the firm's investment advisory platform among financial advisors, focusing on adoption and growth.

The Client Support Specialist provides high-quality customer service, processes requests, and supports clients by addressing inquiries while ensuring compliance with policies.

The Regional Advisory Consultant drives sales strategy and financial planning adoption through advisor interactions, fostering business growth and managing a sales pipeline.

The Advisor Support Representative provides customer service support to financial professionals by handling inquiries, processing forms, maintaining compliance, and improving service delivery. This role is an entry point for growth within the organization.