Osaic

Consultant

• Prepares and executes transition plans for new Financial Professionals
• Manages regular touchpoints with transitioning Financial Professional to instill confidence in the onboarding process and ensure excellent communication occurs.
• Closely monitors the asset transfers for the financial professionals by providing hands-on support and monitoring/resolving any NIGOs.
• Acts as an advocate for the transitioning Financial Professionals with any other areas across the organization to push for resolution, escalation of issues, and responsiveness to any questions.
• Manages cross-organizational projects.
• Must be able to build effective business relationships with internal departments, financial professionals and external service providers.

Transitions Consultant

Accountant

• Ownership of assigned close process including close result delivery, analytics, explanation of results, reconciliations and control environments
• Perform/review fluctuation analyses on variances in monthly results on income statement and balance sheet
• Reviews and/or prepares monthly journal entries
• Owns and delivers external audit request timely and collaborates with internal/external auditors
• Assists with improvements of control environment of operational process and financial reporting
• Identifies and implements improvements to current accounting processes through process improvement and/or automation
• Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment
• Partners with business leaders to track financial metrics/results, controls and risks to drive reliable accounting results
• Works closely with management on various projects, including M&A, System development, Efficiency initiatives and control development
• Mentors junior team members
• All other duties as assigned.

Senior Accountant

Business Intelligence Developer

• Assist with updating and maintaining basic financial reports and spreadsheets in Excel
• Support routine data checks to ensure accuracy and completeness
• Prepare data extracts or simple visualizations for use by senior analysts
• Help maintain dashboards and reporting tools (e.g., Power BI, Tableau) under guidance
• Perform basic SQL queries or data pulls (training provided if needed)
• Assist with documenting processes, data definitions, and recurring report steps
• Support team members on ad-hoc data requests and administrative reporting tasks
• Participate in cross-functional meetings to learn business processes and data flows

Finance Business Intelligence Analyst I

Account Manager

• Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teams
• Support Wealth Managers in maintaining strong client relationships and delivering a high-touch client experience
• Prepare client reports, meeting materials, and presentations for client meetings
• Coordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advance
• Manage and maintain accurate client information within internal systems and CRM platforms
• Prepare, submit, and track client paperwork and account documentation with custodians
• Assist with the preparation of quarterly statements and client communications
• Research and respond to service requests received through email, phone calls, or internal tasks from Wealth Managers
• Coordinate with custodians such as Fidelity and Schwab to support account servicing needs
• Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing
• Collaborate closely with team members within a team-based client service structure

Relationship Manager

Risk

• Assisting in the build out of Osaic's risk management program
• Complete assigned projects, enhancing documentation of key risks and accompanying controls
• Engage with subject matter experts to create workflow mapping
• Identify key risks and gaps in controls
• Report directly to the VP or Manager within the Enterprise Risk Management Department

Transitions Consultant

Senior Accountant

Finance Business Intelligence Analyst I

Relationship Manager

Risk Analyst I