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Hybrid Financial Services Operations Specialist

Job in Oakdale, Washington County, Minnesota, USA
Listing for: Osaic
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 48000 - 52000 USD Yearly USD 48000.00 52000.00 YEAR
Job Description & How to Apply Below

Osaic Investment Advisory (IWS) Operations Specialist is a full-time, non-exempt role across multiple US hubs. The role supports advisors and clients in operational/service activities for qualifying advisory accounts, with phone support and collaboration across functions to ensure exceptional service.

The position focuses on supporting products, platforms, and processes to address stated and unstated customer needs, working in a hybrid environment with opportunities to grow technical knowledge

This is an excellent opportunity to take on the Hybrid Financial Services Operations Specialist role at Osaic.

We would love to welcome a new Hybrid Financial Services Operations Specialist to our team in Oakdale, MN, United States.

For the Hybrid Financial Services Operations Specialist position at Osaic, we are reviewing applications now.

Step into the Hybrid Financial Services Operations Specialist role at Osaic in Oakdale, MN, United States and grow with us.

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