Investment Advisory Operations Specialist - Hybrid Role
osaicLa Vista (NE)
Investment Advisory Operations Specialist - Hybrid Role
Posted today
osaicLa Vista (NE)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
Osaic is seeking an Investment Advisory (IWS) Operations Specialist to support our advisors, clients, and team members with operational and service activities for qualifying advisory accounts (WMP) via phone and cross-functional collaboration.
You will work within our IWS Support team to respond to customer needs, navigate Envestnet/WMP and Wealthscape platforms, and ensure accurate, high-quality service across all interactions.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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