Osaic

Business Development Rep

• Establish, grow and maintain effective relationships with potential clients and their referral sources, financial professionals and attorneys
• Represents the company in various business development and industry related functions
• Tracks pending items, maintains communication with clients and business partners
• Acts as a key client contact throughout the onboarding process
• Ensures that the business development/sales process is running efficiently
• Creates and gives presentations to groups of anywhere from 2-200 about the benefits of trust services
• Coordinates with team members to ensure communication about processes and associated timelines are reflected accurately
• Prepares material, content and scripting for training and education of clients, associated referrals, and internal new hires
• Participates in company meetings and provides updates to management and Premier Trust teams as necessary
• Enters and maintains Salesforce business development data and production of the new business

Business Development Officer

Insurance

• Lead end-to-end due diligence and approval processes for annuity and insurance products, including variable, fixed, indexed annuities, and life insurance solutions.
• Conduct rigorous quantitative and qualitative assessments of product design, guarantees, crediting methodologies, fees, insurer financial strength, liquidity, and associated risks.
• Evaluate products based on client outcomes, suitability, and risk-return characteristics across a variety of use cases (e.g., income generation, accumulation, protection).
• Prepare clear, well-supported recommendations for Product Review / Governance Committees.
• Maintain consistent diligence methodologies, scorecards, and documentation aligned with regulatory expectations and internal standards.
• Establish and manage ongoing monitoring frameworks for annuity and insurance products across the product lifecycle.
• Engage with insurance carriers for product evaluation and due diligence purposes.
• Serve as a subject matter expert on annuity and insurance products for audits, exams, and internal reviews.
• Enhance diligence processes through improved tools, data utilization, and workflow efficiencies.

Director, Annuity & Insurance Product Due Diligence

Vice President

• Develop and maintain meaningful relationships with financial professionals throughout their lifecycle, having a regular service model or visits, meetings, and calls.
• Identify and proactively engage in growth opportunities for assigned financial professionals, including goal setting and actionable plans.
• Conduct thoughtful discovery and continuous rediscovery of each business and its owner.
• Assess and communicate the health of financial professionals’ businesses across key areas using business intelligence tools.
• Help financial professionals set realistic, attainable business goals and create strategies for successful execution.
• Drive same-store sales, revenue growth, net new assets, and maintain low attrition through engagement and consultative initiatives.
• Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
• Promote and drive adoption of resources, tools, and services aligned to each professional’s needs and readiness.
• Deliver information—both positive and challenging—with empathy and actionable solutions.
• Connect financial professionals to subject matter experts for holistic financial planning and wealth management support.
• Assist with issue identification and resolution, acting as an advocate and communicating feedback to the appropriate areas.
• Collaborate across relationship teams to foster community and connections among like-minded businesses.

VP, Advisor Engagement

Analyst

• responsible for Tier II production support, HR technology administration, testing, reporting, and foundational Workday configuration activities
• partners closely with HR Shared Services, Payroll, Benefits, and business stakeholders to resolve issues, enhance business processes, maintain data integrity, and support continuous improvement of the Workday platform
• diagnose and resolve issues related to Workday business processes, routing rules, notifications, and inbox tasks
• monitor and support Workday transactions, ensuring timely resolution in accordance with established service level agreements (SLAs)
• document findings, solutions, and recurring issues to improve support efficiency and user experience
• create and maintain foundational organization structures and assist with core HCM configuration activities under the guidance of Senior HRIS team members
• support the creation and maintenance of business process notifications, tasks, and document distribution processes
• perform core HCM data loads using (EIB) and validate outcomes for accuracy
• assist with core HCM builds such as Distribute Documents or Tasks and notifications
• create and maintain knowledge articles, job aids and standard operating procedures
• recommend opportunities to improve workflows, user experience, and support processes
• participate in HR technology projects and continuous improvement initiatives
• support reporting requests through Workday delivered and custom reports
• analyze data discrepancies and partner with stakeholders to identify root causes
• participate in audits and data validation activities to ensure system accuracy and compliance
• execute User Acceptance Testing (UAT) and regression testing for Workday releases, enhancements and projects
• perform weekly, monthly, quarterly and yearly system tasks (year-end tasks, audits, alert action steps, etc.)

Associate HRIS Analyst

IT Support

• Serve as the primary IT point of contact for Empowered Independence users
• Manage and support user onboarding/offboarding processes, including account provisioning, access requests, and system setup
• Act as an advocate for users by identifying recurring issues and partnering with IT teams to improve service delivery outcomes
• Handle general IT inquiries and issue resolution, ensuring timely and effective service delivery by monitoring key service metrics and driving continuous improvement
• Partner with Service Desk and Infrastructure teams to escalate and resolve complex technical issues
• Build strong relationships with users to understand needs and improve IT service delivery
• Identify opportunities for process improvement, automation, and standardization
• Assist in developing knowledge base documentation and user training materials
• Support IT projects impacting Empowered Independence users, including migrations, upgrades, and tool rollouts
• Monitor ticket aging, service performance, and user satisfaction metrics to ensure timely resolution and continuous improvement
• Ensure compliance with security, governance, and corporate IT policies

Infrastructure IT Relationship Manager

Business Analyst

• partners with business and technology teams to deliver solutions that support the strategic vision for Financial Professionals.
• partners closely with business stakeholders and technology teams to elicit, analyze, document, and validate requirements.
• focuses on understanding the intent behind requests, breaking them into business capabilities, and translating them into high-level designs in collaboration with technology.
• applies Agile methodologies to develop and maintain accurate documentation, author user stories, and collaborate with IT teams during refinement, sprint planning, and solution delivery.
• communicates deliverables and progress to stakeholders, while supporting project and program managers in planning, tracking, and managing timelines, tasks, risks, and issues to ensure successful outcomes.

Senior Business Analyst

QA Engineer

• Conduct quality audits, operational reviews, and process evaluations across assigned functions.
• Monitor transactions, cases, calls, or workflows to assess compliance with policies, procedures, and service standards.
• Score performance using QA frameworks and evaluation tools.
• Identify trends, root causes, drivers of defects, errors, rework, or customer dissatisfaction.
• Document findings and provide clear, actionable feedback to leaders and frontline teams.
• Collaborate with operations, training, compliance, and leadership teams to improve quality outcomes.
• Track quality metrics, KPIs, and performance trends for reports and dashboards.
• Support calibration sessions to ensure consistent quality scoring and standards alignment.
• Recommend and help implement process improvements, controls, and best practices.
• Ensure compliance with regulatory, contractual, and internal audit requirements.
• Participate in change initiatives, pilots, and process redesign efforts.

Quality Assurance Analyst – Operations & Service

Financial Planning and Analysis

• Develop and maintain financial models in support of the company’s business development initiatives
• Assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers
• Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
• Work with large sets of data to drive analytics to assist in business decisions
• Creates and provides reporting on Advisor loan programs for multiple audiences, including the executive leadership team
• Monitors Advisor terminations and build reporting to help drive business conversation
• Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting
• May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions
• Develop and maintain excellent relationships with colleagues across business units
• All other duties as assigned

Financial Analyst II

Consultant

• Advisor-facing transition consulting for all channels including Empowered Independence
• Repapering & asset movement execution across all channels/Tiers
• Cross-functional partnership and optimization
• Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually)
• NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement
• Troubleshoot and escalate any transition related issues
• Look for ways to improve & expedite the asset movement process

Onboarding Consultant

Transitions Onboarding Consultant

Product Manager

• Responsible for growing adoption of cash management accounts (CMA)
• Own all aspects of the CMA product line with the primary goal of increasing utilization
• Create and maintain monthly performance reporting metrics
• Work closely with marketing to establish CMA focused marketing campaigns
• Identify trends and partnership opportunities for business growth
• Cultivate a group of Financial Professional Champions and leverage their expertise in promotional materials
• Explore creative yet economical adoption ideas
• Partner with internal colleagues to drive awareness of CMAs
• Assist in developing ongoing adoption and utilization dashboards for Executive viewing
• Participate in company-sponsored conferences and promote CMA features and benefits

Product Owner, Cash Management Accounts

Solutions Engineer

• Promote the benefits of Personal Credit Line (PCL) along with digital self-service capabilities for origination, line draws and general account servicing for clients
• Manage the day-to-day workflow of loan packages across multiple systems and application types
• Work closely with our counterparty’s Regional Lending Specialist
• Serve as a resource for our Financial Professionals to develop strategies to incorporate lending into their wealth management practices
• Educates Financial Professionals on all aspects of the product benefits and use
• Provide customer service support to Financial Professionals
• Maintain knowledge of competitive information on securities-based lending
• Contribute to routine reporting and general portfolio/client database maintenance
• Promote a consistently exceptional client experience
• Serve as Subject Matter Expert (SME) for the securities-based lending market, including competitive offerings and comparative reviews
• Assist in problem resolution when necessary
• May perform other responsibilities as assigned.

Wealth Lending Solutions Consultant

Cloud Engineer

• Serve as a subject matter expert for enterprise cybersecurity platforms including Tenable/Nessus, Varonis, Microsoft Defender, Microsoft Purview, Splunk, and Azure security services.
• Design, implement, and maintain a stable, secure, and scalable security tooling environment across cloud and hybrid infrastructure.
• Engineer and continuously improve vulnerability management capabilities, including scan coverage, asset classification, prioritization, workflows, and integrations.
• Develop and expand data loss prevention and data protection use cases using Varonis and Microsoft Purview.
• Increase security value by identifying and implementing new use cases from existing tools that were previously unused or underutilized.
• Write and maintain automation and integration code (Python, PowerShell, Bash) to reduce manual effort and increase consistency.
• Provide Tier3 operational support including troubleshooting platform issues and participating in incident investigations.
• Perform root-cause analysis for platform and security issues and implement long-term corrective actions.
• Create and maintain high-quality technical documentation including runbooks, operational procedures, and design documentation.
• Collaborate closely with other teams on roadmap planning tool onboarding, and architectural decisions.
• Mentor and provide technical guidance to less experienced engineers on the team.

Security Engineer

• Implement enhancements to the Tenable vulnerability management platform including connector tuning, asset tagging logic, health monitoring, and data quality improvements
• Support and improve the Varonis data protection and vulnerability reduction platform
• Configure, tune, and enhance controls within the Microsoft security stack
• Create and maintain clear, high-quality runbooks, SOPs, architecture diagrams, and configuration documentation
• Perform platform and feature testing, including regression testing
• Develop and refine detections, alerts, dashboards, and automation workflows across supported platforms
• Provide Tier2-3 support for platform issues, escalations, and service problems
• Troubleshoot platform health issues, connector failures, ingestion problems, and performance concerns across supported platforms
• Partner with Incident Response and Vulnerability Management teams to ensure security platforms provide accurate, actionable data.

Cyber Security Engineer II

General Counsel

• Independently handling all aspects of a personal docket of FINRA arbitration claims
• Recording and reporting on Counsel’s docket of litigation and other claims against the Osaic broker-dealers
• Administration of claims and interaction with insurance carriers
• Administration of cases placed with outside counsel
• Handling of a broad variety of legal inquiries related to independent financial professionals