
1001 - 5000 employees
๐ธ Finance
๐ค B2B
Finance โข B2B
Osaic is one of the nationโs largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.
Selected: ๐บ๐ธ United States โ Remote USA.
Selected: ๐ Date Added.
๐ฅ 9 hours ago
Client Service Representative supporting 11,000+ financial professionals and Osaic Institutions clients. Handling account opening, transaction coordination, documentation, and customer service in financial operations.
๐ต Arizona, Connecticut, +2 more states โ Remote
๐ต $45k / year
โฐ Full Time
๐ก Mid-level
๐ Senior
๐ Client Services
๐ป Ghost score 0%
๐ฅ 9 hours ago
Sales enablement VP driving advisor productivity, growth, and engagement for Osaicโs financial services business. Building enterprise strategies, training, analytics, and high-performing enablement teams.
๐ต Arizona, Florida, +2 more states โ Remote
๐ต $130k - $160k / year
โฐ Full Time
๐ด Lead
๐ Sales Operations
๐ป Ghost score 0%
๐ Yesterday
Client Services Representative supporting Osaicโs financial professionals and institutional clients. Handling account opening, paperwork, transactions, and customer service operations.
๐ฆ Connecticut, New York โ Remote
๐ต $45k / year
โฐ Full Time
๐ก Mid-level
๐ Senior
๐ Client Services
๐ป Ghost score 0%
๐ August 24
Advisor Consultant selling fixed and fixed-index annuities for Osaicโs Highland Capital Brokerage. Recruiting, educating, and supporting financial advisors and insurance producers.
๐บ๐ธ United States โ Remote
๐ต $50k - $150k / year
โฐ Full Time
๐ก Mid-level
๐ Senior
๐ผ Consultant
๐ป Ghost score 0%
๐ August 20
VP managing Financial Professional territories for Osaicโs financial services business. Driving advisor growth, recruiting, sales, strategic support, and succession initiatives.
๐ฆ Connecticut, North Carolina โ Remote
๐ต $120k / year
โฐ Full Time
๐ด Lead
๐ Vice President
๐ป Ghost score 0%
๐ August 18
Osaic Principal supporting over 11,000 financial professionals with customer service, compliance documentation, and trade execution. Maintaining client records and ensuring timely, accurate financial operations remotely.
๐ August 17
Senior financial planning strategist advising financial advisors on estate, tax, business succession, and retirement strategies for high-net-worth clients. Researching complex cases, presenting recommendations, and mentoring colleagues at Osaic, a financial services firm.
๐ต Arizona, Florida, +3 more states โ Remote
๐ต $140k - $160k / year
โฐ Full Time
๐ Senior
๐ธ Financial Planning and Analysis (FP&A)
๐ป Ghost score 0%
๐ August 13
Brokerage Manager selling life insurance through third-party producers for Highland Capital Brokerage, supporting financial advisors with case design and sales strategies.
๐บ๐ธ United States โ Remote
๐ต $75k - $150k / year
โฐ Full Time
๐ก Mid-level
๐ Senior
๐ Manager
๐ป Ghost score 0%
๐ August 10
Associate HRIS Analyst supporting Workday Core HCM, reporting, configuration, and production support for a financial services company. Partnering with HR, Payroll, Benefits, and business stakeholders.
๐ฒ North Carolina โ Remote
๐ต $90k - $110k / year
โฐ Full Time
๐ข Junior
๐ก Mid-level
๐ง Analyst
๐ป Ghost score 11%
๐ June 27
Financial Professional position focused on offering and selling approved financial products. Responsibilities include compliance with legal regulations and communication with clients regarding financial services.
๐ถ๏ธ New Mexico โ Remote
๐ต $50k / year
โฐ Full Time
๐ก Mid-level
๐ Senior
๐ธ Financial Planning and Analysis (FP&A)
๐ป Ghost score 26%
๐ June 26
Vice President, Advisory Consulting responsible for driving engagement in Wealth Management Platform. Leading regional sales teams and ensuring alignment with sales strategy.
๐ต Arizona, Florida, +2 more states โ Remote
โฐ Full Time
๐ด Lead
๐ Vice President
๐ป Ghost score 36%
๐ June 12
Vice President, Regional Advisory Consultant overseeing sales strategy and financial planning adoption across multiple states. Engaging advisors and facilitating the growth of advisory businesses through strategic interactions and collaborations.
๐ต Arizona, Colorado, +7 more states โ Remote
โฐ Full Time
๐ด Lead
๐ Vice President
๐ป Ghost score 44%
๐ February 16
Sales Vice President specializing in Life Insurance for Highland Capital Brokerage, managing clients and supporting producers with sales strategies and customized solutions.
๐บ๐ธ United States โ Remote
๐ต $75k - $150k / year
โฐ Full Time
๐ด Lead
๐ Vice President
๐ป Ghost score 35%