Jobs at Osaic

As a Senior Financial Planning Strategist, you will provide innovative financial solutions, conduct research, review complex documents, mentor colleagues, and deliver presentations for high-net-worth clients and advisors.

The Financial Advisor supports Wealth Advisors in delivering financial planning and investment guidance, managing client accounts, and preparing financial documentation.

The Relationship Manager ensures service expectations are met, manages client accounts, addresses inquiries, and fosters strong client relationships throughout the client lifecycle.

The Manager of Investment Data & Performance Reporting oversees portfolio reporting, system integrations, data integrity, and manages a team for reporting operations, enhancing automation and advisor efficiency.

Seeking a strategic leader for FP&A to drive financial planning and decision-making, manage budgets, and support M&A activities with executive insight.