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Leads investment operations analysis across reconciliation, portfolio implementation, data integrity, reporting, and systems integration. Resolves complex investment and operational discrepancies, develops Power BI and Excel reporting tools, analyzes portfolio and private investment data, and automates workflows using SQL, Python, R, or VBA. The role also supports compliance controls, process improvements, data governance, acquired-firm integrations, and strategic platform initiatives while serving as a subject matter resource.

Analyzes investment portfolios, asset allocation, risk, performance, fees, and securities; prepares proposals and client-facing materials; implements portfolio models and targets in Black Diamond and YCharts; validates data, coordinates with advisors and operations teams, supports trading handoffs, and delivers actionable analytics for portfolio decisions and reviews.

Manages Osaic’s HR compliance and governance framework, including risk assessments, controls, policy administration, employment-law compliance, monitoring, reporting, audits, remediation, and manager capability initiatives. Partners with HR, Legal, Risk, Compliance, Internal Audit, Payroll, and business leaders to reduce employment risk, maintain multi-state compliance, and ensure consistent HR practices.

Reviews financial transactions, contacts clients and financial professionals to verify authorization, validates client identities, identifies potential fraud indicators, documents communications, manages phone and voicemail queues, and escalates suspicious activity to appropriate teams. The role requires accurate, timely processing, strong customer service, attention to detail, and effective use of internal financial systems and software.

Provides operational and administrative support for a financial services trust department. Responsibilities include processing and balancing transactions, maintaining and closing accounts, assigning CUSIP numbers, reconciling accounts, handling cash movements, responding to inquiries, supporting management, and ensuring compliance with BSA, OFAC AML, the USA PATRIOT Act, and company policies. The role also uses AI tools to improve efficiency and requires confidentiality, accuracy, organization, and customer service skills.

Processes incoming and outgoing mail and documents, including sorting, scanning, imaging, routing, printing, and copying. Maintains document workflows, records, retention procedures, and secure handling practices. Communicates with internal teams to resolve processing issues, supports high-volume workloads, contributes to process-improvement projects, and cross-trains across functions. Requires accurate, organized work in a full-time onsite environment with occasional overtime or weekend availability.

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.

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.

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.