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Osaic · 22 hours ago

Advisor Support Manager

St. Petersburg, FL

Full-time

Hybrid

Senior Level, Lead/Staff

$76K/yr - $86K/yr

8+ years exp

Osaic is a company focused on providing high levels of service and support to financial professionals. The Advisor Support Manager is responsible for leading a team of agents who support and retain financial professionals, ensuring a high degree of personalized service and driving customer loyalty.

Business DevelopmentFinancial ServicesWealth Management

No H1B

Responsibilities

Lead a team of Advisor Support agents 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

Qualification

Series 7Series 24Management experienceInvestment Advisory experienceQualified Retirement Plans knowledgeCustomer service attitudeCommunication skillsOrganizational skills

Required

Minimum of high school diploma or equivalent is required

Series 7

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

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree

Series 24 highly preferred