What are the responsibilities and job description for the Product Systems Manager position at Osaic?
Product Strategies Opportunity in Financial Services
Product Systems Manager
Location(s):
18700 N. Hayden Rd Suite 255, Scottsdale, AZ 85255
2300 Windy Ridge Parkway, Atlanta, GA 30339
7755 Third Street North, Oakdale, MN 55128
877 Executive Center Drive West, St. Petersburg, FL 33702
12325 Port Grace Boulevard, La Vista, NE 6812
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.
Role Type: Full time
Salary: $90,000 - $99,500 with an annual performance bonus.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary
The Product Systems Manager plays a critical role in ensuring operational excellence across Osaic’s investment product shelf. This role owns key systems, vendor relationships, and data integrity processes that enable advisors and clients to access high-quality solutions.”
Key Responsibilities
Bachelor’s degree preferred; equivalent experience considered. FINRA Series 7 license strongly preferred.
Basic Requirements
FINRA Series 7 license.
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.
Product Systems Manager
Location(s):
18700 N. Hayden Rd Suite 255, Scottsdale, AZ 85255
2300 Windy Ridge Parkway, Atlanta, GA 30339
7755 Third Street North, Oakdale, MN 55128
877 Executive Center Drive West, St. Petersburg, FL 33702
12325 Port Grace Boulevard, La Vista, NE 6812
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.
Role Type: Full time
Salary: $90,000 - $99,500 with an annual performance bonus.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary
The Product Systems Manager plays a critical role in ensuring operational excellence across Osaic’s investment product shelf. This role owns key systems, vendor relationships, and data integrity processes that enable advisors and clients to access high-quality solutions.”
Key Responsibilities
- Lead system governance for proprietary and third-party platforms, driving enhancements through data analysis and cross-functional collaboration with Technology.
- Own vendor relationships and contract workflows, partnering with Legal and Compliance to ensure timely execution and adherence to governance standards.
- Own (update, organize, maintain) rep-facing website and intranet content as relates to investment product.
- Develop and execute communication strategies for advisors and internal stakeholders, ensuring clarity and accuracy of product updates.
- Deliver actionable reporting and insights to support product oversight, compliance, and strategic decision-making.
- Handle all product data entry and maintenance.
- Assist in reporting from Envestnet.
- Own vendor relationships and handle maintenance and product updates to third-party systems, including Rightbridge, AFFIRM, Annuity Intelligence, and iCapital.
- Act as backup to Data Feed Manager, and develop working knowledge of DST, DAZL, Albridge, and other third-party aggregation providers.
- Promote a consistently exceptional client experience.
- Conduct ad hoc analysis related to product, database, and data feeds.
- May perform other responsibilities as assigned
Bachelor’s degree preferred; equivalent experience considered. FINRA Series 7 license strongly preferred.
Basic Requirements
- 3 years of relevant experience in the Financial Services industry a must.
- Detailed-oriented and analytical with the ability to organize data and think critically.
- Prior experience with Pershing/NFS, investment product vendors, and product sponsors a plus.
- Microsoft Excel experience involving large data sets.
- Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment.
- Strong interpersonal and communication skills.
- Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment.
- Adaptable and capable of working both independently and collaboratively
FINRA Series 7 license.
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.
Salary : $90,000 - $99,500