Production Support Analyst

Osaic

Production Support Analyst providing support on the Wealth Management Platform. Collaborating with internal teams and clients to troubleshoot system issues and improve training resources.

Posted 5/1/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Provide support to both internal and external clients on the implementation and usage of WMP
Act as a troubleshooter for investment advisory platform issues
Work with other departments (Marketing, IT, Operations, etc.) to obtain information or troubleshoot system issues
Keep financial professionals and home office stakeholders informed of potential issues and resolution
Effectively prioritize issues based on severity and business priority
Collaborate with 3rd party vendors and strategists regarding production-related issues
Report, track, and escalate as needed while working through resolution internally and to external related vendors
Work with Envestnet to test and understand their ongoing annual releases
Provide release notes and training to all key stakeholders within the firm
Identify opportunities for improvement of formal training resources

Requirements

What you’ll need

Bachelor’s degree or equivalent from two-year College or technical school + 2 years’ work experience in advisory/brokerage operations and/or business systems technology
Experience working with Envestnet is a major plus
Strong proficiency in MS Excel
Proficiency in MS Office (Access, Outlook, Word, and PowerPoint)
Understanding of investment advisory products, fee billing, performance reporting, general securities processing, trading, portfolio accounting, and CRM systems considered favorable
Ability to multitask, maintain composure in high-stress/high-visibility situations, and change priorities as needed
Ability to write reports, business correspondence, and procedure manuals
Proper phone skills are required

Benefits

Comp & perks

Hybrid schedule requiring a minimum of 4 days weekly in the office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

MS ExcelMS Officeinvestment advisory productsfee billingperformance reportingsecurities processingtradingportfolio accountingCRM systems

Soft Skills

multitaskingcomposure in high-stress situationschange managementreport writingbusiness correspondenceprocedure manual writingprioritization

Certifications

Bachelor’s degreetechnical school certification