Key skills
SalesforceCRMLeadershipCommunication
About this role
Role Overview
- Responsible for managing and strengthening relationships with financial professionals
- Collaborating closely with Osaic leadership, the Advisor Engagement team, and Relationship Leaders
- Supporting both legacy and current advisor populations by enhancing engagement, driving retention, and supporting growth initiatives
- Shaping the future of advisor service by modernizing the client experience and delivering an elevated, consistent standard of care
- Partner with internal teams and advisors to strengthen retention and demonstrate strategic value
- Identify retention risks and proactively build trust and credibility with financial professionals
- Escalate high-risk issues and trends through appropriate channels
- Leverage internal resources, subject matter experts, and cross-functional partners to resolve service and operational needs
- Act as an advocate for financial professionals to ensure timely issue resolution
- Enhance the overall advisor experience by delivering tailored support, insights, and resources
- Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities
Requirements
- Bachelor’s degree preferred, high school diploma (or equivalent)
- Minimum of high school diploma or equivalent is required
- Proven ability to manage and prioritize multiple tasks in a fast-paced, deadline-driven environment
- Strong analytical and problem-solving skills
- Demonstrated initiative with a proactive approach to driving tasks through to completion
- Excellent written and verbal communication skills, with the ability to present information clearly and effectively
- Highly organized with the ability to manage work across multiple systems and platforms
- Proficiency in Microsoft 365 (Outlook, Teams, Excel, PowerPoint, SharePoint)
- 3–5+ years of relevant industry experience (preferred)
- Experience with Salesforce and/or other Customer Relationship Management (CRM) systems (preferred)
- Proven ability to build and maintain relationships with business partners and financial professionals (preferred)
Benefits
- annual performance-based bonus