What are the responsibilities and job description for the Finance Manager, Retention & Shift position at Advisor Group?
Current Employees and Contractors Apply Here
Osaic Careers
Corporate Finance Leadership Opportunity in Financial Services
Finance Manager, Retention & Shift
Location(s) :
7755 3rd Street North, Oakdale, MN 55128
18700 N. Hayden Road, Scottsdale, AZ 85255
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule
Role Type : Full time
Salary : $100,000 - $115,000 per year annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include : health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page :
Summary :
We are seeking a dynamic and experienced Finance Manager to join our team partnering across our wealth management firm focusing on retaining top advisors, shifting product mix, and key strategic projects. The Finance Manager will play a critical role in providing financial insights, supporting strategic decision-making, and enhancing the financial performance of the organization. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.
Responsibilities : Business Partnering
- Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.
- Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
- Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance.
Financial Planning and Analysis
Management Reporting
Process Improvements and Other Responsibilities
Education Requirements :
Basic Requirements :
Preferred Requirements :
Current Employees and Contractors Apply Here
Salary : $100,000 - $115,000
