Osaic Jobs in United States

Information Technology Opportunity in Enterprise Technology Services · Senior ACI Network Architect · 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 ...

At Osaic, we are seeking a highly skilled HR Generalist to provide day-to-day support to our employees and managers. This role is responsible for policy and procedure management, employee relations, engagement, coaching and mentoring performance management selection onboarding of ...

Operations Processing Opportunity in Financial Services · Osaic offers a unique opportunity for an experienced Operations Processing Specialist to join our team at one of our hubs. As part of this role, you will be responsible for the accurate, timely and efficient processing of ...

VP Institutional Equity Sales at Osaic · The ideal candidate will join our team as a key member of our Institutional Sales group. · We are seeking a Vice President, Institutional Equity Sales with a strong track record in identifying and qualifying institutional investors to mark ...

This is a client service opportunity in financial services where you will assist advisors and their clients with operational and service activities for qualifying advisory accounts. · You will collaborate with other functions to ensure exceptional service and support. Your primar ...

The Supervision Principal position is focused on carrying out supervisory responsibilities related to electronic communications of the firm's Financial Professionals to ensure compliance with regulatory standards and internal policies. · ...

The Case Designer acts as a support partner for assigned Highland Sales Resources (both Signature Vice Presidents as well as those outside of the Signature channel). · The position requires a sense of urgency and attention to detail to ensure services provided are prompt, accurat ...

We are looking for driven and motivated individuals to join our Transitions Team. · The Transition Consultant is responsible for managing all aspects of a new Financial Professional's transition to Osaic.Prepares and executes transition plans for new Financial Professionals · Man ...

Real Estate & Facilities Opportunity in Financial Services · Director of Real Estate & Facilities · Location(s): · Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 · Osaic is not considering remote candidates at this time. · Osaic has returned to the office on a ...

AML Compliance Analyst · About the Role · Osaic Institutions seeks a motivated and detail-oriented analyst to join our Anti-Money Laundering team. This critical role ensures compliance and protects the firm against regulatory risks. · Key Responsibilities: · Conduct screening and ...

Application Support Specialist · Osaic Careers offers a Customer Service Opportunity in Financial Services as an Application Support Specialist. · Engage directly with over 11,000 Financial Professionals across the country to grow and support their firms. · This role is part of t ...

Trust Administrator I · Osaic is seeking a Trust Administrator I to join the team within Premier Trust, a member of Osaic. · The position of Trust Administrator I is responsible for ensuring the basic administration of trust accounts. This includes maintaining all account records ...

Senior Financial Planning Strategist · We are seeking a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Plannin ...

Supervision Analyst, Electronic Communications Supervision · Osaic is seeking a highly motivated and detail-oriented Supervision Analyst to join our team. This role offers structured professional development, including opportunities to pursue industry-recognized licenses such as ...

Job Summary · The Compliance Analyst plays a critical role in safeguarding the integrity of Osaic's financial services operations by monitoring advisor activity. · Key Responsibilities: · Reviews financial professionals' book of business for common risks and regulatory issues. · ...

The Compliance Analyst plays a critical role in safeguarding Osaic's financial services operations by monitoring advisor activity and identifying potential compliance risks. · Key Responsibilities · Reviews financial professionals' books of business for common risks and regulator ...

Senior Advanced Financial Planning Opportunity in Financial Services · Senior Financial Planning Specialist, High Net Worth Planning Services · Location(s): · Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 · La Vista:12325 Port Grace Blvd, La Vista, NE 68128 · O ...

Support Osaic's Growth and Retention Goals · Osaic is seeking an Analyst II who will play a crucial role in making capital accessible for advisors and their clients. · The ideal candidate will bring strong analytical skills, the ability to make data-supported recommendations, and ...

My Virtual Assistant Opportunity in Financial Services · We are seeking a highly skilled Client Support Associate to join our team at Osaic. In this role, you will provide exceptional support to financial professionals by answering incoming emails and calls, communicating client ...

Case Manager, Highland Capital Brokerage · This role is a great opportunity for individuals who enjoy working in financial services and have excellent analytical skills. · Responsibilities include reviewing life insurance applications for completeness and accuracy, communicating ...