Jobs at Osaic

Lead and manage branch exam team overseeing compliance with regulatory requirements and firm policies. Supervise up to 10 staff, drive examiner training and assessments, ensure timely accurate exam reports, enforce internal controls, improve processes, handle staffing and hiring, and liaise with business leaders and advisors to resolve complex issues.

Execute and verify trades and rebalance ETF and mutual fund model portfolios; monitor cash flows, concentrations, and exceptions; service account requests; establish accounts on Black Diamond and custodial platforms; prepare AUM and revenue reports; support portfolio allocations and advisor inquiries.

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

Support month-end, quarterly, and year-end close by preparing journal entries, reconciliations, and fluctuation analyses. Maintain the general ledger, assist internal/external audits, ensure GAAP compliance, and work cross-functionally to resolve accounting issues and improve processes.

Lead monthly close activities, perform variance analysis and balance sheet reconciliations, prepare and review journal entries, support external audits, drive process improvements and automation, collaborate with business leaders, assist on M&A and system projects, and mentor junior accountants.

Implement, monitor, and maintain datacenter backup and storage systems (SAN/NAS). Manage firmware/software levels, perform server builds (physical and virtual), tune configurations, troubleshoot outages, enhance monitoring and alarming, document procedures, participate in audits and security strategy, and support disaster recovery planning and infrastructure deployments.

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

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 general office administration for Premier Trust: organize customer account files, handle mail, operate office equipment, deliver customer service, input/process data, maintain confidentiality, and comply with BSA/AML/OFAC and company policies. Participate in required compliance training and perform other assigned duties.

Provide FP&A support for Operations and Technology solutions: collaborate with business leaders on budgeting, forecasting, financial modeling, reporting, variance analysis, process improvements, automation, and internal controls to drive profitability and efficiency.

Provide on-site desktop/laptop hardware and software support: image and provision devices, troubleshoot OS and company-approved applications, manage BitLocker issues, document ITSM tickets, assist major deployments, maintain inventory, and support new hires and refreshes according to company procedures.

The role involves providing support to Financial Professionals by addressing their technology needs, resolving issues, and managing the help desk ticket queue.

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.

Supervise a team of Advisor Support phone agents serving financial professionals. Coach, set goals, provide real-time floor support, resolve complex inquiries (money movement, account maintenance, new accounts), maintain quality and productivity, and drive advisor satisfaction while adapting to changing business needs.

Manage a team of Advisor Support Specialists to deliver high-quality service and retention for financial professionals. Set team goals, coach and develop staff, handle performance management, drive advisor satisfaction and productivity, resolve operational challenges, maintain internal relationships, and adapt to shifting business priorities.

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

Lead and coordinate Infrastructure and Security project and operational workstreams end-to-end, prioritize intake, manage lifecycle phases, track progress with PM tools, communicate status to stakeholders, mitigate risks/issues, and drive alignment across technical teams in a hybrid environment.

Lead and mature enterprise vulnerability programs across SDLC, external attack surface, and internal infrastructure. Drive vulnerability lifecycle from discovery and triage to remediation validation and metrics. Coordinate pen test readiness, intake, remediation planning, and lessons learned. Partner with Engineering, Cloud/SRE, Networking, and Detection & Response to harden configurations, embed SAST/DAST/IAST/SBOM practices, implement shift-left controls, and review architecture/code for high-risk components. Mentor junior analysts and track findings to closure.

The Finance Manager will provide financial insights for acquisitions, manage due diligence, develop acquisition models, and mentor junior members while collaborating with executive leadership.