Osaic Jobs in United States

Customer Service Opportunity in Financial Services Advisor Compensation Service Representative · As a member of our Commissions Service team, · You will support our advisors and your team members. · We are looking for a driven individual to join our Commissions Service team.A suc ...

The W2 Advisor Channel - Human Resources Generalist is responsible for providing day-to-day HR support to the employees and managers in the areas of policy and procedures, employee relations, employee engagement, coaching and mentoring, performance management, selection and onboa ...

The Senior Surveillance Analyst plays a critical role in ensuring compliance with regulatory standards and internal policies by conducting comprehensive reviews of Field Advisor activities and product-related transactions.This position is responsible for identifying potential ris ...

As a Supervisor of Client Services,you will engage directly with our orphaned clients helping service and support their accounts while leading a team of ClientServices phone professionals who do the same. · ...

The Trust Officer is responsible for the administration of assigned accounts. The selected candidate will represent the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts. · Administer accounts in accorda ...

Exciting Compliance Opportunity in Financial Services · Position: Senior Compliance Examiner · Location(s): · Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339 · La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 · Oakdale: 7755 3rd St. N, Oakdale, MN 55128 · Scott ...

Operations Processing Opportunity in Financial Services · Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, 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, Scottsd ...

Key Responsibilities: · Analyze incoming requests to generate accurate, compliant proposals and presentations. · Deliver illustrations and presentations to the field, providing clear commentary on the need and recommended solutions. · Analyze existing policy data, recommending ch ...

Executive MD Investment Banking Growth · In this exciting role at Oasiscareers, you will have opportunities to drive significant business growth and represent our firm in the industry. · About Oasiccareers: · A leading investment banking firm in New York seeking dynamic leaders l ...

Shared Services Manager · The Shared Services manager oversees daily operations of shared services including travel management logistics mail services office supplies breakroom management shredding supplier relationship management etc., ensuring alignment with company objectives. ...

Director of Sourcing & Supplier Management · We are seeking an experienced Director to oversee our supplier engagements and management processes. The successful candidate will be responsible for managing suppliers throughout their lifecycle, from sourcing and contract negotiation ...

Job Description · The Business Development Officer plays a key role between Business Development and Onboarding, ensuring effective communication, accurate information, and smooth business processes. · Main Responsibilities: · Establish relationships with clients & referral sourc ...

Job Summary · The primary responsibility of this role is to work with clients to support their financial goals. · Generate investment reports and analysis for client performance meetings. · Meet with clients to establish financial goals and communicate Veater Financial Group's in ...

Current Employees and Contractors Apply Here · Osaic Careers · Customer Service Opportunity in Financial Services · Advisor Compensation Service Representative · Location(s): · La Vista:12325 Port Grace Blvd, La Vista, NE 68128 · Oakdale: 7755 3rd St. N, Oakdale, MN 55128 · Role ...

Internal Auditor · The Internal Auditor collaborates with the Internal Audit team and business stakeholders to plan and execute operational audits ranging from basic to complex. · Conduct internal audits assessing controls with 30% responsibility. · Prioritize testing with 25% ef ...

We currently have an opening for a litigation attorney to handle a personal docket of FINRA arbitration claims and to assist with overall management and administration of legal claims and issues involving our 11,000 financial professionals. · This position will report directly to ...

We are looking for a candidate with strong analytical and attention to detail skills who will be responsible for working on the customer onboarding validation and review process. · ...

This key position on the Corporate Controller team will lead the Company's shareholder support function and provide accounting policy support. · Manage the Company's shareholder support function. · Maintain the shareholder capitalization table. · Research and answer shareholder q ...

We are looking for an experienced Senior Financial Planner Strategist to join our High Net Worth Planning Services team. · Key Responsibilities: · Provide expert advice on taxation, business succession planning, estate planning, trust administration, life insurance and qualified/ ...

A financial services firm seeks a qualified VP of Business Development to enhance financial advisor affiliations and drive recruitment goals. The ideal candidate will possess over 10 years of experience in the financial services industry, strong sales and negotiation skills, and ...