Osaic

Support advisors and team members with commissions, customer service, and processing tasks, including research and error resolution. | High school diploma or equivalent, previous customer service experience, ability to handle inquiries and resolve issues, proficiency in Microsoft Office. | Customer Service Opportunity in Financial Services Advisor Compensation Service Representative Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time, Non-Exempt Salary: $42,000 - $47,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits. Summary: As a member of our Commissions Service team, you will support our advisors and your team members in all aspects of commissions, customer service, and processing. You will collaborate with direct team members and team members throughout the organization. We are looking for a driven and motivated individual to join our Commissions Service team. A successful candidate will be able to learn quickly, retain knowledge, multi-task, and have a strong customer service focus. Keys: Financial Services. Customer Service. Finance. Broker-Dealer. Commissions. Compensation Education Requirements: Minimum of high school diploma or equivalent is required. Responsibilities: • Independently handle simple and complex customer service telephone calls, email, and Service Net requests from Advisors regarding commission payments. • Create a strong working relationship with ADVISORs and their assistants. • Educate Advisors on where to find online information. • Leads or participates with the team in identifying and resolving commission issues. • Handles research tasks and error resolution and communicates with other BD departments and outside product sponsors to resolve problems. • Meet the quality and production goals. • May occasionally be called upon to process commission transactions from third-party entities. • All other duties as assigned. Basic Requirements: • Previous customer service experience required. • Ability to identify process challenges and initiate quality improvement. • Ability to establish and maintain effective relationships with customers to gain their trust and respect. • Excellent verbal and written communication. • Adept user of Microsoft Office products. Preferred Requirements: • 2 – 3 years of customer service experience. • Advanced skills in Microsoft Excel. • Commission experience or broker/dealer experience preferred. Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Maintaining financial models, creating data visualizations, coding in SQL and Snowflake, monitoring data quality, and developing data solutions. | Proficiency in SQL, Snowflake, PowerBI, Excel, and experience with large data sets; preferred FP&A and financial services industry experience. | Current Employees and Contractors Apply HereOsaic Careers Financial Data Analytics Opportunity in Financial Services Finance Business Intelligence Analyst 1 Location(s): Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time, Exempt Salary: $65,000 - $77,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits. Summary: We are looking for a data-driven motivated individual to join the Finance Business Intelligence team! Finance Business Intelligence is a central role in driving critical reporting, strategic direction, and evaluating firm wide performance. Finance Business Intelligence has an outsize role within our pre-IPO firm and generally collaborates with almost every corporate function. Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: • Reviewing and maintaining existing financial models for MD&A Level Reporting in MS Excel • Creating interactive data experiences in visualization tools such as PowerBI and Tableau • Writing, Reviewing, and Maintaining code SQL and Snowflake • Monitoring data quality and performance within the Finance team • Creating custom data curations for partner teams within the organization to drive strategic goal obtainment • Identifying, scoping, and proposing solutions to potential operational opportunities including potential automation when appropriate Basic Requirements: • Proficient with Microsoft Office Products such as Excel, PowerPoint and Word • Proficient with SQL, Snowflake and PowerBI • Able to handle complex, inter-related large data sets and discern insights from them • Able to take complex data insights and create simpler action plans, power points, and communication materials • Able to partner cross-functionally across broad discipline groups to understand the foundational nature of complex data structures Preferred Requirements: • Previous FP&A experience, previous experience in the financial services industry • Working knowledge of Sarbanes Oxley, the Dodd-Frank Consumer Protection Act, the 1933 Securities Act, and the 1934 Securities Exchange Act • Experience designing database objects and auditing data governance policies Current Employees and Contractors Apply Here

Maintain financial models, create data visualizations, and analyze large data sets to support strategic decisions. | High school diploma or equivalent with practical experience, proficiency in SQL, Snowflake, PowerBI, and data analysis skills. | Financial Data Analytics Opportunity in Financial Services Finance Business Intelligence Analyst 1 Location(s): Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time, Exempt Salary: $65,000 - $77,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits. Summary: We are looking for a data-driven motivated individual to join the Finance Business Intelligence team Finance Business Intelligence is a central role in driving critical reporting, strategic direction, and evaluating firm wide performance. Finance Business Intelligence has an outsize role within our pre-IPO firm and generally collaborates with almost every corporate function. Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: Reviewing and maintaining existing financial models for MD&A Level Reporting in MS Excel Creating interactive data experiences in visualization tools such as PowerBI and Tableau Writing, Reviewing, and Maintaining code SQL and Snowflake Monitoring data quality and performance within the Finance team Creating custom data curations for partner teams within the organization to drive strategic goal obtainment Identifying, scoping, and proposing solutions to potential operational opportunities including potential automation when appropriate Basic Requirements: Proficient with Microsoft Office Products such as Excel, PowerPoint and Word Proficient with SQL, Snowflake and PowerBI Able to handle complex, inter-related large data sets and discern insights from them Able to take complex data insights and create simpler action plans, power points, and communication materials Able to partner cross-functionally across broad discipline groups to understand the foundational nature of complex data structures Preferred Requirements: Previous FP&A experience, previous experience in the financial services industry Working knowledge of Sarbanes Oxley, the Dodd-Frank Consumer Protection Act, the 1933 Securities Act, and the 1934 Securities Exchange Act Experience designing database objects and auditing data governance policies Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions. Apply