Jobs at Osaic

Administer and support Salesforce CRM, including flows, permissions, profiles, roles, reports, dashboards, data integrity, validation rules, and AppExchange applications. Provide user troubleshooting, data import/export assistance, training, and documentation. Collaborate with stakeholders to gather requirements and configure solutions. The role also requires knowledge of database management, IT security, reporting tools, Agile/Scrum, and ongoing Salesforce platform learning.

Supports financial professionals through email management, client meeting preparation, account opening and updates, paperwork, money movement requests, e-signature documents, and administrative tasks. Serves as a liaison among advisors, internal departments, clearing firms, fund companies, insurance carriers, and vendors. Tracks requests, follows up within service-level agreements, navigates business systems, and identifies process or technology enhancements.

Provides deskside and remote support for Windows workstations, including laptop imaging, hardware setup, software deployment, troubleshooting, inventory, ticket documentation, and conference-room A/V assistance. Supports rollouts, VPN and network issues, Active Directory, security tools, and executive users. Participates in workplace infrastructure projects, vendor coordination, equipment disposal procedures, and after-hours on-call coverage.

Provides customer-facing support to financial professionals, responding to questions and concerns, assisting with account openings, reviewing paperwork, maintaining electronic files, and coordinating transactions with clearing firms, fund companies, and carriers. Ensures accurate, timely processing, regulatory adherence, client satisfaction, and responsive service while helping improve procedures based on business and regulatory changes.

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.

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.

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.

Manages a territory of financial professionals, driving sales, revenue, advisor recruiting, retention, succession planning, and book acquisitions. Develops territory growth strategies, supports advisor onboarding, coordinates training and marketing resources, facilitates educational and networking meetings, ensures consistent communications, collaborates with compliance and internal support teams, and delivers management reports.

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.

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.

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

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.

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.