Product Systems Specialist

Product Strategies Opportunity in Financial Services

Product Systems Specialist

Location(s):     

12325 Port Grace Boulevard, La Vista, NE 68128

Role Type:        Full time. Open to hybrid or remote candidates.

Summary:

As the Product Systems Specialist for Osaic, you will be responsible for managing and maintaining the systems and processes used to support the investment product shelf and the Product Management team. You will be the primary point of contact for vendors, and the owner of the proprietary and third-party systems. You will be expected to own processes for onboarding new product, maintaining existing product, and keeping all systems and rep-facing resources current and accurate.

Why Osaic? 

• Competitive salary and annual bonus paid based on performance
• Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
• Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
• 401(k) match from day one of employment
• Referral bonuses if we hire your referred applicants to our open positions
• An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day-to-day work
• Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events

Responsibilities:

• Serve as the owner and primary user of product databases, and drive system improvement through analysis, recommendations, and coordination with IT department.
• Handle completion of contracts with product sponsors and third-party vendors, and act as liaison between Osaic legal team and counterparties.
• Own (update, organize, maintain) rep-facing website and intranet content as relates to investment product.
• Handle all rep-facing and internal communication plans for the department.
• Run backend reporting related to product oversight and act as liaison with Supervision and Compliance departments.
• Handle all product data entry and maintenance.
• Assist in reporting from Envestnet.
• Own vendor relationships and handle maintenance and product updates to third-party systems, including Rightbridge, AFFIRM, Annuity Intelligence, and iCapital.
• Act as backup to Data Feed Manager, and develop working knowledge of DST, DAZL, Albridge, and other third-party aggregation providers.
• Promote a consistently exceptional client experience.
• Conduct ad hoc analysis related to product, database, and data feeds.
• May perform other responsibilities as assigned.

Education Requirements:

• Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Basic Requirements:

• 3+ years of relevant experience in the Financial Services industry a must.
• Detailed-oriented and analytical with the ability to organize data and think critically.
• Prior experience with Pershing/NFS, investment product vendors, and product sponsors a plus.
• Microsoft Excel experience involving large data sets.
• Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment.
• Strong interpersonal and communication skills.
• Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment.
• Adaptable and capable of working both independently and collaboratively.

Preferred Requirements:

• FINRA Series 7 license.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.