The AML CIU Analyst is responsible for validating customer onboarding processes, conducting screenings for KYC, CIP, CDD, and EDD, reviewing potential suspicious activities, and working with colleagues to gather necessary documentation. The role involves compliance with financial regulations and maintaining confidentiality during investigations.

The AML FIU Analyst will monitor and review transactions for suspicious activity, conduct investigations, and prepare Suspicious Activity Reports (SARs). Responsibilities include documenting findings, completing SARs to a high standard, and working with various stakeholders to gather necessary information. The role requires familiarity with anti-money laundering legislation and transaction monitoring systems.

The Relationship Case Manager is responsible for managing life insurance applications, ensuring timely communication between agents, clients, and carriers. This role includes application processing, monitoring case statuses, negotiating offers, and ensuring documentation accuracy while providing excellent customer service.

The Client Development Associate will make high-volume outbound calls to financial advisors to secure appointments for sales discussions regarding life insurance, long-term care, and other financial products. This role involves cultivating client relationships, documenting conversations in Salesforce, and achieving sales targets through effective communication and lead generation.

The Staff Auditor collaborates with the internal audit team and business stakeholders to execute audits, identify control deficiencies, assess exposures, and propose recommendations. Responsibilities include scheduling audits, tracking remediation of issues, preparing reports, and communicating findings to management.

The Risk Analyst I will assist in building Osaic's risk management program, complete assigned projects, enhance documentation of risks and controls, engage with experts to create workflow mapping, and develop risk metrics for reporting to leadership. The role requires communication, data analysis, and understanding business processes to identify key risks.

The role involves managing mobile, virtual, and physical end-user compute devices, focusing on mobile device management. Responsibilities include maintaining mobile devices, overseeing device enrollment, supporting Windows OS and Microsoft Office 365, and managing virtual desktops.

The VP of Institutional Equity Sales will identify and qualify institutional investors to market equity transactions, offer corporate access, and conduct roadshows while ensuring compliance with regulations. Strong communication and relationship management skills are required to interact with clients effectively.

The Business Intelligence Product Manager will drive the execution of product lifecycle processes and collaborate with teams to translate product strategy into requirements. This role involves managing stakeholder relationships and ensuring effective communication throughout development and release.