Manager, Advisor Support

Osaic

. Lead a team of Advisor Support Specialists supporting and retaining Osaic’s Financial Professionals .

Posted 11/5/2026full-timeUnited StatesSeniorLead💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and management capabilities in guiding a team of Advisor Support Specialists while ensuring high levels of advisor satisfaction and operational efficiency. Possesses extensive knowledge of the Investment Advisory business and relevant financial services operations.

Highest-signal resume keywords

Team LeadershipFinancial Services OperationsCustomer-Centric Decision MakingCoaching and DevelopmentInvestment Advisory Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services OperationsInvestment Advisory KnowledgeQualified Retirement PlansMargin CallsCash DuesReorganization InquiriesBrokerage Account PlatformsCustomer-Centric Decision MakingPerformance ManagementOrganizational Skills

Soft Skills

Exceptional Oral CommunicationExceptional Written CommunicationAttention to DetailPositive Customer Service AttitudeAbility to Cope with Change

Tools & Technologies

CRMSalesforce

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 24

Industry Keywords

Advisor SupportFinancial ProfessionalsHigh Pressure EnvironmentEmployee EngagementNetworkingCollaborationOperational ChallengesPerformance LevelsBroker-Dealer SettingAtlanta or St. Petersburg Hubs

About the role

Key responsibilities & impact

Lead a team of Advisor Support Specialists supporting and retaining Osaic’s Financial Professionals
Set team goals, establish vision, and take action to achieve goals
Coach employees to drive advisor satisfaction, service, quality, and productivity
Provide timely coaching, training, and total performance management
Focus on employee engagement while balancing productivity
Develop and maintain internal relationships
Identify and address operational and organizational challenges impacting the team
Adopt changing business needs and guide employees through shifting priorities
Expand influence through networking, knowledge sharing, and collaboration
Perform all other duties as assigned

Requirements

What you’ll need

Minimum of high school diploma or equivalent is required
Bachelor’s degree preferred
Significant experience may be considered in lieu of a degree
Minimum 8 years support experience or relevant experience with other firms
At least 5 years management experience required
Demonstrated ability to develop people at different performance levels
Extensive experience supporting the needs of high producing Financial Professionals
Exceptional oral and written communication skills with strong attention to detail
Ability to perform in a fast/high pressure and demanding environment
Outstanding professional presence and positive customer service attitude
Relevant experience with Investment Advisory business
Basic knowledge of Qualified Retirement Plans, including 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 brokerage and non-brokerage account platforms
Successful track record of customer-centric decision making
Ability to cope with frequent and unexpected changes
Excellent organizational skills and ability to handle multiple tasks
8+ years’ experience in financial services operations or broker-dealer setting preferred
Bachelor’s degree in business, Finance or related field preferred
CRM/Salesforce experience preferred
FINRA Series 7 license preferred
FINRA Series 24 preferred
Must be located at one of the Atlanta or St. Petersburg hubs and willing to work a minimum of 4 days weekly in the office

Benefits

Comp & perks

Annual performance-based bonus
Health insurance
Vision insurance
Dental insurance
401k
Paid time away
Volunteer days