Jobs at Osaic

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

Senior leader responsible for enterprise sales enablement strategy to accelerate advisor acquisition and revenue. Designs scalable playbooks, training, content governance, KPIs, and analytics. Partners with Marketing, Product, and Operations, removes execution barriers, and leads a high-performing enablement team to improve pipeline velocity, conversion rates, and recruiting effectiveness.

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.

The FP&A Manager will provide financial insights to support strategic decision-making, enhance performance, and manage budgeting and forecasting processes within the technology sector.

The Experienced Accountant manages day-to-day accounting operations, prepares journal entries, conducts reconciliations, and supports audits while ensuring compliance with GAAP.

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

Lead month-end close activities, reconcile balance sheet accounts, analyze income statement variances, prepare/review journal entries, support external audits, improve controls and accounting processes, partner with business leaders on financial metrics and projects (M&A, systems), and mentor junior accountants.

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

Execute daily identity and access management operations: provision/deprovision users, handle access requests and SSO onboarding, run access reviews, troubleshoot provisioning and authentication issues, maintain runbooks and audit evidence, and support incident handling and change management to enforce least privilege and SoD controls.

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

The Application Developer will create and maintain web-based applications, collaborating with stakeholders and utilizing C#, .NET, and Azure technologies to innovate solutions for financial services.

Lead accounting processes for assigned areas including monthly close, balance sheet reconciliations, and controls. Develop tools and drive process improvements, M&A integrations, and annual projects. Manage external audits and deliver 10K/Q reporting. Lead and mentor a team of 3-5 accountants, collaborate cross-functionally, and implement accounting standards and controls.

The VP of Business Development will drive organic growth by increasing financial advisor affiliations, meeting sales goals, and managing relationships with prospects and partners through consultative selling tactics.

The Windows Systems Engineer will deploy, configure, and maintain servers, monitor Windows systems, address security vulnerabilities, and assist in application development coordination.

Mid-level analyst owning analytical projects end-to-end: build dashboards, reports, and data models; conduct structured analyses to surface insights; partner with Finance stakeholders; improve processes and automation; mentor junior analysts; and ensure data quality, documentation, and clear communication of findings to technical and non-technical audiences.

Lead regional sales and consulting teams to drive advisor engagement, Wealth Management Platform adoption, and advisory asset growth. Oversee territory strategy, mentor consultants, align field and home office, use analytics to monitor performance, and act as senior escalation for advisor issues while supporting recruiting and events.

Lead complex analytical projects end-to-end; design scalable dashboards, data models, KPI frameworks; perform advanced analyses to inform decisions; partner with Finance, Technology, and Data Engineering; improve processes and data quality; mentor junior analysts; communicate insights to business leaders and identify automation and efficiency opportunities.

Support corporate finance through financial modeling, analysis of revenue and cost drivers, reporting (including advisor loan and termination reporting), data analytics, reconciliations, and special projects; partner with business unit leaders and present findings to senior management.