Product Systems Manager

Product Strategies Opportunity in Financial Services

Product Systems Manager

Location(s):

18700 N. Hayden Rd Suite 255, Scottsdale, AZ 85255

2300 Windy Ridge Parkway, Atlanta, GA 30339

7755 Third Street North, Oakdale, MN 55128

877 Executive Center Drive West, St. Petersburg, FL 33702

12325 Port Grace Boulevard, La Vista, NE 6812

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type: Full time

Summary:

The Product Systems Manager plays a critical role in ensuring operational excellence across Osaic's investment product shelf. This role owns key systems, vendor relationships, and data integrity processes that enable advisors and clients to access high-quality solutions."

Key Responsibilities:

• Lead system governance for proprietary and third-party platforms, driving enhancements through data analysis and cross-functional collaboration with Technology.
• Own vendor relationships and contract workflows, partnering with Legal and Compliance to ensure timely execution and adherence to governance standards.
• Own (update, organize, maintain) rep-facing website and intranet content as relates to investment product.
• Develop and execute communication strategies for advisors and internal stakeholders, ensuring clarity and accuracy of product updates.
• Deliver actionable reporting and insights to support product oversight, compliance, and strategic decision-making.
• 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; equivalent experience considered. FINRA Series 7 license strongly preferred.

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.