Vice President of Financial Planning & Analysis leading financial strategy and performance analytics at Osaic. Managing budgeting, forecasting, and long - range planning in a dynamic growth environment.
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Osaic
Currently Hiring
About the company
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.
Open jobs
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14 jobs found
Investment Advisory Operations Specialist assisting clients and advisors at Osaic through phone support and collaboration across teams. Ensuring exceptional service and support for qualifying advisory accounts in a dynamic environment.
Compliance Analyst ensuring regulatory compliance for Customer Complaints team at Osaic. Collaborating with various internal teams and resolving customer inquiries effectively.
Regional Supervision Manager overseeing compliance for financial transactions across multiple regions. Responsible for ensuring alignment with firm policies and supervising Financial Professionals' activities.
Senior Accountant responsible for monthly close tasks and variance analysis in financial services. Leading process improvement and mentoring junior team members within a hybrid work environment.
Advisor Platform Success Consultant serving financial professionals through technology and relationship management. Assisting with CRM systems and providing technology training and support.
Relationship Manager supporting Wealth Managers in delivering exceptional service to high - net - worth clients at Osaic. Managing client relationships and preparing communications and reports within a collaborative team environment.
Operations Processing Specialist managing financial transactions for brokerage accounts. Responsible for processing requests and ensuring accuracy in a fast - paced environment.
Regional Supervision Manager overseeing brokerage and advisory transactions for financial services. Ensuring compliance with firm policies and supporting Financial Professionals in supervision.
Regional Supervision Director overseeing supervisory responsibilities in financial services across multiple locations. Engaging with OSJ Managers and ensuring compliance with industry regulations.
VP, Relationship Management driving strategy and execution within financial professionals. Building partnerships and engagement to enhance retention, satisfaction, and growth.
Risk Analyst I supporting the development of Osaic's risk management program. Engaging with experts and documenting key risks and controls while assisting in project completion.