{"source":"Breaknorm","page":"https://breaknorm.co/company/osaic.com","license":"https://breaknorm.co/terms","domain":"osaic.com","name":"Osaic","legal_name":"Osaic","country":"US","country_second":"CA","city":"","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Osaic is a wealth management technology provider that supports financial professionals and institutions nationwide. It serves over 11,000 financial professionals and 270+ financial institutions, helping them deliver wealth management solutions to clients. The platform focuses on technology and community for the financial services industry.","offerings":[],"target_customers":["financial professionals","financial institutions"],"business_model":["B2B"],"geo_scope":"national","headcount":"1001-5000","headcount_source":"linkedin","revenue":"50M-250M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/osaicinc","reviews":[],"contact_points":0,"contact_phones":0,"page_types":["home"],"crawled":"2026-09-07","profiled":"2026-09-12","indexed":"2026-09-19","hiring_built":"2026-11-04","website_tech":["adobe","anthropic","apple","atlassian","atlassian_statuspage","bimi","box","cisco_webex","docker","dynatrace","fmg_suite","hubspot","jamf","microsoft_365","microsoft_azure","microsoft_intune","openai","salesforce","sendgrid","shopify","smartsheet","teamviewer","twilio"],"hiring":{"open":65,"open_postings":65,"new_7d":0,"new_30d":22,"new_90d":53,"closed_30d":4,"countries":["US"]},"hiring_functions":[["finance_and_accounting",18,4],["customer_service_and_success",7,3],["sales",6,1],["general_management_and_consulting",5,4],["legal_compliance_and_risk",5,1],["business_development_and_strategy",4,3],["human_resources",3,1],["product_program_and_project_management",2,0],["social_care_and_community",2,2],["education_and_training",1,0],["it_operations_and_business_systems",1,0],["marketing_and_communications",1,1],["software_engineering",0,1]],"tech_jobs":[{"slug":"salesforce","status":"active","confidence":"high","jobs":10,"first_seen":"2025-11-24","function":"business_development_and_strategy","quote":"• Ability to become proficient with the following internal systems: NetX360+, Wealthscape, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions.","title":"Operations Processing Specialist"},{"slug":"workday","status":"active","confidence":"high","jobs":3,"first_seen":"2026-08-25","function":"human_resources","quote":"The Workday Support Specialist/Associate HRIS Analyst reports to the Director, HRIS and is responsible for Tier II production support, HR technology administration, testing, reporting, and foundational Workday configuration activities.","title":"Associate HRIS Analyst"},{"slug":"salesforce-apex","status":"active","confidence":"high","jobs":1,"first_seen":"2026-10-23","function":"","quote":"ical strategy and delivery execution for Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud, and custom Apex/Lightning development), partnering closely with Product, Architecture, and business stakeholders to deliver secure, h","title":"Director of Software Engineering – Salesforce"},{"slug":"salesforce-financial-services-cloud","status":"active","confidence":"high","jobs":1,"first_seen":"2026-10-23","function":"","quote":"s leader will own the technical strategy and delivery execution for Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud, and custom Apex/Lightning development), partnering closely with Product, Architecture, and business stakeh","title":"Director of Software Engineering – Salesforce"},{"slug":"salesforce-platform","status":"active","confidence":"high","jobs":1,"first_seen":"2026-10-23","function":"","quote":"We are seeking a Director of Software Engineering, Salesforce to lead the engineering teams responsible for designing, building, and scaling our Salesforce platform and its surrounding integration ecosystem.","title":"Director of Software Engineering – Salesforce"},{"slug":"salesforce-sales-cloud","status":"active","confidence":"high","jobs":1,"first_seen":"2026-10-23","function":"","quote":"This leader will own the technical strategy and delivery execution for Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud, and custom Apex/Lightning development), partnering closely with Product, Architecture, and business st","title":"Director of Software Engineering – Salesforce"},{"slug":"salesforce-service-cloud","status":"active","confidence":"high","jobs":1,"first_seen":"2026-10-23","function":"","quote":"This leader will own the technical strategy and delivery execution for Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud, and custom Apex/Lightning development), partnering closely with Product, Architecture, and business st","title":"Director of Software Engineering – Salesforce"},{"slug":"envestnet","status":"active","confidence":"high","jobs":6,"first_seen":"2026-05-14","function":"","quote":"• Assist with navigation in advisory platforms including: Envestnet (WMP), as well as core business","title":"IA Operations Specialist"},{"slug":"nfs","status":"active","confidence":"high","jobs":2,"first_seen":"2026-08-20","function":"","quote":"platforms including IWS & NFS (Wealthscape), etc.","title":"IA Operations Specialist"},{"slug":"workday-eib","status":"active","confidence":"high","jobs":2,"first_seen":"2026-08-25","function":"human_resources","quote":"• Perform core HCM data loads using (EIB) and validate outcomes for accuracy","title":"Associate HRIS Analyst"},{"slug":"workday-adaptive-planning","status":"active","confidence":"high","jobs":1,"first_seen":"2026-09-28","function":"it_operations_and_business_systems","quote":"• Lead Financial Systems and partner with key stakeholders to manage and improve secondary Financial Systems such as Adaptive Planning, Prism, Accounting Center, Workday Strategic Sourcing and Workday CLM.","title":"Financial Systems Director"},{"slug":"workday-financial-management","status":"active","confidence":"high","jobs":1,"first_seen":"2026-09-28","function":"it_operations_and_business_systems","quote":"You will have the opportunity to participate in continuous process improvements within our existing Workday Finance application and other financial systems applications, including research, design, development, deployment, monitoring, accou","title":"Financial Systems Director"},{"slug":"workday-strategic-sourcing","status":"active","confidence":"high","jobs":1,"first_seen":"2026-09-28","function":"it_operations_and_business_systems","quote":"• Lead Financial Systems and partner with key stakeholders to manage and improve secondary Financial Systems such as Adaptive Planning, Prism, Accounting Center, Workday Strategic Sourcing and Workday CLM.","title":"Financial Systems Director"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":42,"first_seen":"2025-10-10","function":"finance_and_accounting","quote":"• Provide assistance with financial and cash flow modeling, Excel spreadsheet tracking, SharePoint and power point presentations","title":"Succession & Acquisition Consultant"}],"intents":[{"predicate":"leadership_hire","function":"","posting_id":1232369,"title":"Director, Content Strategy","date":"2026-11-04","quote":"Director, Content Strategy (open 15 days)"}],"recent_postings":[{"id":1232402,"title":"Equity Trader","city":"","function":"finance_and_accounting","family":"finance_and_accounting/investment_and_capital_markets","seniority":"entry","posted":"2026-10-28","url":"https://advisorgroup.wd1.myworkdayjobs.com/Advisor_Career_Site/job/Atlanta-GA/Equity--Securities-Operations_R0005256","tech":["microsoft-word","microsoft-excel","internet-explorer","microsoft-outlook","microsoft-powerpoint"]},{"id":9544735,"title":"Senior Finance Manager, M&A","city":"","function":"business_development_and_strategy","family":"business_development_and_strategy/corporate_development_and_ma","seniority":"manager","posted":"2026-10-27","url":"https://advisorgroup.wd1.myworkdayjobs.com/Advisor_Career_Site/job/Scottsdale-AZ/Senior-Finance-Manager--M-A_R0005341-1","tech":[]},{"id":9544734,"title":"Finance Manager, M&A","city":"","function":"business_development_and_strategy","family":"business_development_and_strategy/corporate_development_and_ma","seniority":"manager","posted":"2026-10-27","url":"https://advisorgroup.wd1.myworkdayjobs.com/Advisor_Career_Site/job/Scottsdale-AZ/Finance-Manager--M-A_R0005342","tech":[]},{"id":8578197,"title":"Operations Processing Specialist","city":"","function":"general_management_and_consulting","family":"general_management_and_consulting/operations_coordination_and_support","seniority":"entry","posted":"2026-10-26","url":"https://advisorgroup.wd1.myworkdayjobs.com/Advisor_Career_Site/job/Scottsdale-AZ/Operations-Processing-Specialist_R0005127","tech":["salesforce","microsoft-word","microsoft-excel","internet-explorer","microsoft-outlook","microsoft-powerpoint"]},{"id":8578196,"title":"Operations Support II","city":"","function":"general_management_and_consulting","family":"general_management_and_consulting/operations_coordination_and_support","seniority":"mid","posted":"2026-10-26","url":"https://advisorgroup.wd1.myworkdayjobs.com/Advisor_Career_Site/job/Henderson/Operations-Support-II_R0005314","tech":["microsoft-office","microsoft-outlook","microsoft-powerpoint","microsoft-excel"]},{"id":2750030,"title":"Senior Compliance Analyst - Investment Advisory","city":"","function":"legal_compliance_and_risk","family":"legal_compliance_and_risk/compliance","seniority":"senior","posted":"2026-10-22","url":"https://advisorgroup.wd1.myworkdayjobs.com/Advisor_Career_Site/job/Scottsdale-AZ/Senior-Compliance-Analyst---Investment-Advisory_R0005337","tech":["microsoft-office","microsoft-word","microsoft-excel","microsoft-powerpoint","microsoft-outlook"]},{"id":1232370,"title":"Case Manager. Highland Capital Brokerage - REMOTE","city":"","function":"social_care_and_community","family":"social_care_and_community/case_management","seniority":"senior","posted":"2026-10-20","url":"https://advisorgroup.wd1.myworkdayjobs.com/Advisor_Career_Site/job/Birmingham/Case-Manager-Highland-Capital-Brokerage---REMOTE_R0005334","tech":["microsoft-word","microsoft-excel","microsoft-outlook","ipipeline"]},{"id":1232369,"title":"Director, Content Strategy","city":"","function":"marketing_and_communications","family":"marketing_and_communications/content_and_copywriting","seniority":"director","posted":"2026-10-20","url":"https://advisorgroup.wd1.myworkdayjobs.com/Advisor_Career_Site/job/Scottsdale-AZ/Director--Content-Strategy_R0005330","tech":[]}],"ats":"Workday","similar":[{"domain":"avaloq.com","name":"Avaloq","country":"CH","city":"Zürich","headcount":"1001-5000","leaf":"wealth_insurance_advisor_software","summary":"Avaloq is a software company that provides an end-to-end platform for banks and wealth managers, covering client management, investment management, trading, len."},{"domain":"ocg.com.au","name":"Oceanic Consulting Group","country":"AU","city":"Haymarket","headcount":"51-200","leaf":"general_management_consulting","summary":"Oceanic Consulting Group is a business advisory firm that provides strategy, risk advisory, compliance and regulatory consulting for the financial services indu."},{"domain":"akhaisec.com","name":"AKHAISEC","country":"PK","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"AKHAISEC is a financial services company that provides financial advice, financial services and consulting for financial institutions, including banking, insura."},{"domain":"laiqon.com","name":"LAIQON","country":"DE","city":"Hamburg","headcount":"201-500","leaf":"wealth_management_general","summary":"LAIQON is an asset management and wealth management firm that provides active fund management, digital wealth and overlay management for private and institution."},{"domain":"vitec-aloc.com","name":"Vitec Aloc","country":"DK","city":null,"headcount":"51-200","leaf":"wealth_insurance_advisor_software","summary":"Vitec Aloc is a fintech software provider that develops investment management solutions for the capital markets, serving asset managers, private banking, family."},{"domain":"advisorgroupsupport.com","name":"Osaic","country":"US","city":null,"headcount":"51-200","leaf":"other_holding_and_investment_companies","summary":"Osaic appears to be a unified group of eight broker-dealers that has merged into a single entity."}],"similar_scored":397,"customers":null,"as_of":"2026-11-05","updated_at":"2026-11-05","hash":"f19b8981f209079e","index_tier":1}