Teams at Osaic

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.