Advisory Consulting Opportunity in Financial Services
Production Support Analyst
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.
Role Type: Full time
Salary: $65,000 - $75,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
Production Support Specialist will be a member of IA Platform Production Support Team, a group of subject matter experts on the operations of the firm’s investment advisory platform, WMP (Wealth Management Platform), and the business application in an advisory practice. The primary responsibility of this role is to provide support to both internal and external clients on the implementation and usage of WMP. This position will represent the interests of the investment advisory services business and its clients in their essential duties and responsibilities.
Responsibilities:
Act as a troubleshooter for investment advisory platform issues, handling issues through resolution coordinating with multiple groups. Works with other departments (Marketing, IT,
Operations, etc.) to obtain information or troubleshoot system issues. Keep financial professionals and home office stakeholders informed of potential issues and resolution.
Effectively prioritize issues based on severity and business priority.
Working with 3rd party vendors and strategists with production related issues or questions.
Report, track and escalate as needed while working through resolution internally and to external related vendors.
Work with Envestnet to test and understand their ongoing annual releases and ensuring that home office staff and advisors are aware. Responsible to provide release notes and training to all key stakeholders within the firm.
Identify opportunities for improvement of formal training resources which include, live training sessions, online trading modules, formal user guides.
Identify opportunities for service improvement.
Other projects and duties assigned based on business and client needs.
Education Requirements:
Bachelor’s degree or equivalent from two-year College or technical school + 2 years’ work experience in advisory/brokerage operations and/or business systems technology; or equivalent combination of education and experience.
Basic Requirements:
Technical Skills: Experience working with Envestnet is a major plus. Strong proficiency in MS Excel. Proficiency in MS Office (Access, Outlook, Word, and PowerPoint).
Understanding of investment advisory products, fee billing, performance reporting, general securities processing, trading, portfolio accounting, and CRM systems considered favorable.
Flexibility: Is able to multitask, maintain composure in high-stress / high-visibility situations and change priorities as needed to accommodate a very dynamic business support model.
Communications: Can engage in clear and concise communications both verbally and in writing.
Effectively interacts in a cooperative and pleasant manner with colleagues. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients/customers, and vendors. Proper phone skills are required.
Reasoning/Mathematical: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and volume. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Preferred Requirements:
Series 6, 7, and/or 65/66 licenses preferred.
Current Employees and Contractors Apply HereSkills Required
- Bachelor's degree or equivalent experience
- 2 years work experience in advisory/brokerage operations and/or business systems technology
- Experience working with Envestnet
- Strong proficiency in MS Excel
- Proficiency in MS Office (Access, Outlook, Word, PowerPoint)
- Understanding of investment advisory products and portfolio accounting
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
