Brokerage Transitions & Onboarding Specialist
Listed on 2026-10-08
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Management
Regulatory Compliance Specialist, HR Generalist / Talent Management
Osaic is seeking a Transition Processing Specialist to ensure accurate processing of client account opening and maintenance paperwork. You will handle sponsor company changes and day-to-day brokerage operations tasks, working with transitioning professionals to prepare documentation for client signatures.
In this role, you will support independent financial advisors nationwide, act as a subject matter expert, and cross-train to cover multiple functions as workload fluctuates.
This is a strong opening to take on the Brokerage Transitions & Onboarding Specialist role at Osaic.
Our organisation is growing, and we are hiring a Brokerage Transitions & Onboarding Specialist in Oakdale, MN, United States.
This opening is for the Brokerage Transitions & Onboarding Specialist role at Osaic.
We are seeking a motivated Brokerage Transitions & Onboarding Specialist to join Osaic in Oakdale, MN, United States.
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