Jobs at Osaic

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.

Leads accounting for a rapidly scaling wealth management business, owning monthly close, financial reporting, controls, billing, revenue share, accruals, vendor oversight, and acquisition integration. Partners with operations, HR, advisors, legal, shared services, and the CFO to improve processes and ensure accurate accounting. Manages and develops the accounting and finance team while supporting executive initiatives and cross-functional projects.

Supports wealth advisors with client meeting preparation, financial data gathering, plan development, reporting, follow-up tasks, and client service. Assists with tax, cash flow, retirement, estate, executive compensation, risk management, investment research, and prospecting activities. Maintains accurate client records and documentation in Salesforce while coordinating workflows and communicating with clients and internal teams.

Serves as a fiduciary strategic advisor to ultra-high-net-worth clients and families. Leads complex wealth management, estate planning, investment, tax, charitable, and governance engagements; develops new business; mentors junior advisors; participates in investment committees and firm initiatives; and guides clients through liquidity events and generational transitions.

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.

Provides white-glove customer support to financial professionals and institutional programs. Responsibilities include managing program activities, handling calls and service tickets, processing account transactions, supporting reporting and system requests, resolving escalated issues, maintaining stakeholder relationships, and training team members. The role requires strong communication, organization, attention to detail, technical proficiency, and at least three years of customer service or contact center experience.

Provides customer-facing operational and transactional support to financial professionals. Responsibilities include answering questions, supporting account opening, reviewing paperwork, maintaining electronic client files, coordinating transactions with financial institutions, ensuring compliance with procedures and deadlines, and improving processes. Strong communication, organization, multitasking, problem-solving, and client service skills are required. A FINRA Series 7 license and financial services experience are preferred.

Provides customer-facing support to financial professionals, handling inquiries, account openings, transaction processing, paperwork review, client documentation, and coordination with clearing firms, fund companies, and carriers. Ensures accurate, timely execution of operational activities, maintains client satisfaction, follows regulatory procedures, and recommends process improvements. Strong communication, organization, multitasking, problem-solving, and attention to detail are required. Financial services experience and FINRA Series 7 licensing are preferred.

Provides customer-facing operational and transactional support to financial professionals and clients. Responsibilities include answering questions, assisting with account opening, reviewing paperwork, maintaining electronic files, coordinating transactions with clearing firms and carriers, ensuring regulatory and procedural accuracy, and improving service processes. The role requires strong communication, organization, attention to detail, multitasking, problem-solving, and customer service skills. A FINRA Series 7 license and financial services experience are preferred.

Supports financial professionals transitioning their business to Osaic through advisor-facing consulting, repapering, account opening, and asset movement execution. Prepares and submits forms, monitors transfers, resolves NIGO paperwork, troubleshoots issues, and coordinates with Business Development, Operations, and channel leaders. The role requires strong knowledge of account transfers, organization across multiple projects, communication skills, and up to 40% domestic travel.

Supports financial professionals transitioning their business to Osaic by providing advisor-facing consulting and executing repapering and asset movement. Responsibilities include preparing and submitting forms, monitoring account transfers, resolving NIGO paperwork, troubleshooting issues, coordinating cross-functional partners, and improving transition processes. The role requires strong knowledge of account opening and transfer procedures, organization, communication, and the ability to manage multiple projects. It is remote or near company locations and requires up to 40% U.S. travel.

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.

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.

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

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.

Provides senior-level technology support for a regulated financial services organization. Serves as the escalation point for complex technology issues, leads cross-functional technology projects, manages vendors, coordinates upgrades and deployments, and drives process improvements. Supports cybersecurity, information security, business continuity, disaster recovery, compliance, user training, and technology adoption while advising management on technology investments and maintaining critical business systems.

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