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Forms & Knowledge Management Lead — Hybrid; Finance
Job in
Oakdale, Washington County, Minnesota, USA
Listed on 2026-09-06
Listing for:
Osaic
Full Time
position Listed on 2026-09-06
Job specializations:
-
Business
Regulatory Compliance Specialist
Job Description & How to Apply Below
Osaic is seeking a Forms Manager, Knowledge Management to lead strategy, governance, modernization, and lifecycle management of business-critical forms within Trading and Operations. This role focuses on client onboarding, account maintenance, trading authorization, regulatory documentation, and related advisor- and client-facing processes.
The Forms Manager will ensure forms are accurate, compliant, and aligned to workflows and platforms, lead a small team, partner across functions, and drive
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