
1001 - 5000 employees
💸 Finance
🤝 B2B
Finance • B2B
Osaic is one of the nation’s 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: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🔥 2 hours ago
Sales enablement VP driving advisor productivity, retention, and growth at financial-services firm Osaic. Building enterprise frameworks, training, analytics, and high-performing advisor engagement teams.
🌵 Arizona, Florida, +2 more states – Remote
💵 $130k - $160k / year
⏰ Full Time
🔴 Lead
📊 Sales Operations
👻 Ghost score 0%
🕒 2 days ago
Estate planning strategist advising Osaic financial advisors on high-net-worth trusts, wealth transfer, and tax planning. Reviewing complex documents, educating advisors, and developing actionable planning resources.
🏈 Alabama, Arizona, +34 more states – Remote
💵 $130k - $150k / year
⏰ Full Time
🟠 Senior
👻 Ghost score 0%
🕒 2 days ago
Senior Branch Office Examiner conducting remote and onsite compliance exams for Osaic’s affiliated financial advisors. Reviewing branch activities, regulations, reports, and supervisory practices.
🕒 September 25
Remote annuity case designer supporting insurance sales teams with case design, illustrations, and policy analysis. Helping financial professionals generate annuity sales and revenue.
🇺🇸 United States – Remote
💵 $55k - $63k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
✍️ Designer
👻 Ghost score 0%
🕒 September 25
Remote Associate Sales Vice President helping financial advisors deliver life, annuity, and longevity planning solutions. Expanding producer relationships and driving insurance sales for Highland Capital Brokerage.
🇺🇸 United States – Remote
💵 $50k - $150k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
👔 Vice President
🚫👨🎓 No degree required
👻 Ghost score 0%
🕒 September 16
Strategic Account Manager providing white-glove customer support to financial professionals and institutions. Processing transactions, managing delegated programs, and resolving service requests for Osaic.
🌵 Arizona, Connecticut, +3 more states – Remote
💵 $65k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
👻 Ghost score 3%
🕒 September 15
Client Services Representative supporting Osaic Institutions’ financial professionals and clients. Handling account opening, transaction processing, documentation, and customer service.
🦌 Connecticut, New York – Remote
💵 $45k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services
👻 Ghost score 4%
🕒 September 1
Sales enablement VP driving advisor productivity, growth, and engagement for Osaic’s financial services business. Building enterprise strategies, training, analytics, and high-performing enablement teams.
🌵 Arizona, Florida, +2 more states – Remote
💵 $130k - $160k / year
⏰ Full Time
🔴 Lead
📊 Sales Operations
👻 Ghost score 10%
🕒 August 24
Advisor Consultant selling fixed and fixed-index annuities for Osaic’s Highland Capital Brokerage. Recruiting, educating, and supporting financial advisors and insurance producers.
🇺🇸 United States – Remote
💵 $50k - $150k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💼 Consultant
👻 Ghost score 14%
🕒 August 18
Customer service principal supporting Osaic’s 11,000+ financial professionals. Verifying transaction compliance, executing trades, and maintaining client documentation.
🕒 August 17
Senior financial planning strategist delivering estate, tax, and business planning solutions for advisors serving high-net-worth clients. Presenting strategies, researching complex cases, and mentoring financial planning colleagues.
🌐 United States, Costa Rica – Remote
🏈 Alabama, Arizona, +22 more states – Remote
💵 $130k - $150k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 28%
🕒 August 13
Brokerage Manager selling life insurance through third-party producers for Highland Capital Brokerage, supporting financial advisors with case design and sales strategies.
🇺🇸 United States – Remote
💵 $75k - $150k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
👔 Manager
👻 Ghost score 20%
🕒 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.
🌲 North Carolina – Remote
💵 $90k - $110k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🧐 Analyst
👻 Ghost score 31%
🕒 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.
🌶️ New Mexico – Remote
💵 $50k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 35%
🕒 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.
🕒 February 16
Sales Vice President specializing in Life Insurance for Highland Capital Brokerage, managing clients and supporting producers with sales strategies and customized solutions.