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© All Rights Reserved. ApplyBlast.com
Osaic
The Vice President of High Net Worth Planning Services at Osaic leads a team to deliver sophisticated financial planning solutions for high net worth clients, supporting advisors and driving innovation in wealth management. The role involves strategic leadership, collaboration, and representing the firm at industry events.
Headquarters
Scottsdale, Arizona, United States
Company Size
1001-5000 employees
Founded
2016
Osaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Osaic.
8% below the average for this role
Barron'sOsaic Attracts Another Billion-Dollar Team to Its Employee Advisor Unit
2 weeks ago
