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.
OS
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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10 jobs found
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.
Principal HRIS Analyst driving HR tech solutions by configuring Workday. Engaging with HR and business leaders for process innovation and data safeguarding.
Regional Supervision Manager reviewing Brokerage and Advisory transactions ensuring they are client - focused. Collaborating with financial professionals on compliance and supervisory issues across multiple states in the US.