Jobs at Osaic

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 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.

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.

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.

The Advisor Support Representative provides exceptional customer support to financial professionals, assisting with inquiries, processing forms, and ensuring compliance with policies.

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

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.

Serve as the front-office professional greeting clients, managing phone and scheduling, maintaining office supplies and records, updating CRM client files, supporting mail/package and virtual meeting systems, and assisting with events and administrative tasks to ensure smooth office operations in a financial services setting.

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

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.

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.

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.