Customer Service Opportunity in Financial Services
Manager, Advisor Support
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time, Non-Exempt
Salary: $70,000 – 75,000 + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
The Advisor Support organization strives to provide the best service and experience to the financial professionals we serve, along with their staffs and teams. The primary objective of the Advisor Support team is to deliver a high degree of personalized service through comprehensive home office support and product education, acting as the primary point of contact between financial professionals and home office functions. Our Advisor Support Specialists focus on taking ownership of the needs of their aligned financial professionals, working to elevate individual experiences, build deeper relationships, and drive customer loyalty.
As such, the ideal Manager, Advisor Support must be capable of succeeding in a fast-paced team environment and possess a passion for elevating the advisor experience. This position’s primary objective is to manage a team of individual contributors responsible for the service and retention of financial professionals.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
- Lead a team of Advisor Support Specialists that will support and retain Osaic’s Financial Professionals.
- Set team goals, establish vision and take action to achieve goals
- Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
- Provide timely coaching, training, and total performance management
- Have a keen focus on employee engagement while balancing productivity
- Develop and maintain internal relationships
- Identify and take responsibility for addressing operational and organizational challenges that impact the team
- Effectively adopt changing business needs and guide employees through shifting priorities
- Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration
- All other duties as assigned.
Basic Requirements:
- Minimum 8 years support experience or relevant experience with other firms
- At least 5 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
- Extensive experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
- Exceptional oral and written communication skills with a strong attention to detail
- Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
- Outstanding professional presence and positive customer service attitude
- Relevant experience with Investment Advisory business
- Basic knowledge of Qualified Retirement Plans (i.e., 401(k), Individual-K, and 403b (7))
- Working knowledge of Margin Calls, Cash Dues, Reorganization inquiries, restricted stock, and pending papers transactions
- Strong interaction with clearing firms and external vendors on routine brokerage and non-brokerage account platform
- Successful track record of customer-centric decision making
- Ability to cope with and persevere through frequent and unexpected changes
- Excellent organizational skills, with the ability to handle multiple tasks
Preferred Requirements:
- 8+ years' experience in financial services operations or broker-dealer setting.
- Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
- FINRA Series 7 license
- FINRA Series 24
Skills Required
- Minimum high school diploma or equivalent
- Bachelor's degree preferred (or equivalent experience considered)
- Minimum 8 years support or relevant experience with other firms
- At least 5 years management experience with demonstrated people development
- Experience engaging and supporting high-producing Financial Professionals
- Exceptional oral and written communication skills and strong attention to detail
- Ability to maintain poise in fast/high-pressure environments
- Professional presence and positive customer service attitude
- Relevant experience with Investment Advisory business
- Basic knowledge of Qualified Retirement Plans (401(k), Individual-K, 403b)
- Working knowledge of Margin Calls, Cash Dues, reorganization inquiries, restricted stock, and pending paper transactions
- Experience interacting with clearing firms and external vendors on brokerage and non-brokerage platforms
- Track record of customer-centric decision making
- Ability to cope with and persevere through frequent and unexpected changes
- Excellent organizational skills and ability to handle multiple tasks
- 8+ years experience in financial services operations or broker-dealer setting
- CRM experience / Salesforce experience
- FINRA Series 7 license
- FINRA Series 24 license
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
-
Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
-
Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
-
Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
