{"id":3849391,"url":"https://alion.io/job/osaic-manager-advisor-support","title":"Manager, Advisor Support","company":{"id":2237959,"name":"Osaic\"","domain":"osaic.com","url":"https://alion.io/company/osaic","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":12,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-07T05:47:08Z"}},"role":"HR","role_family":"HR","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Atlanta, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-11-05T00:00:00Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-07T04:08:37Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Current Employees and Contractors Apply Here\nOsaic Careers\nCustomer Service Opportunity in Financial Services\nManager, Advisor Support\nLocation(s):\nAtlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339\nSt. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702\nOsaic 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.\nRole Type: Full-time, Non-Exempt\nSalary: $70,000 - 75,000 + annual performance-based bonus\nActual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.\nOur 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: https://careers.osaic.com/benefits.\nSummary:\nThe 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.\nAs 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.\nEducation Requirements:\nBachelor’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.\nResponsibilities:\nLead a team of Advisor Support Specialists that will support and retain Osaic’s Financial Professionals.\nSet team goals, establish vision and take action to achieve goals\nEffectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives\nProvide timely coaching, training, and total performance management\nHave a keen focus on employee engagement while balancing productivity\nDevelop and maintain internal relationships\nIdentify and take responsibility for addressing operational and organizational challenges that impact the team\nEffectively adopt changing business needs and guide employees through shifting priorities\nActively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration\nAll other duties as assigned.\nBasic Requirements:\nMinimum 8 years support experience or relevant experience with other firms\nAt 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\nExtensive experience and comfort level with engaging and supporting the needs of high producing Financial Professionals\nExceptional oral and written communication skills with a strong attention to detail\nAbility to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication\nOutstanding professional presence and positive customer service attitude\nRelevant experience with Investment Advisory business\nBasic knowledge of Qualified Retirement Plans (i.e., 401(k), Individual-K, and 403b (7))\nWorking knowledge of Margin Calls, Cash Dues, Reorganization inquiries, restricted stock, and pending papers transactions\nStrong interaction with clearing firms and external vendors on routine brokerage and non-brokerage account platform\nSuccessful track record of customer-centric decision making\nAbility to cope with and persevere through frequent and unexpected changes\nExcellent organizational skills, with the ability to handle multiple tasks\nPreferred Requirements:\n8+ years' experience in financial services operations or broker-dealer setting.\nBachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.\nFINRA Series 7 license\nFINRA Series 24\nCurrent Employees and Contractors Apply Here","description_format":"text","description_chars":4754,"description_truncated":false,"requirements":{"experience_years_min":8,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance","Home office","Retirement plans"],"hiring_locations":[{"name":"United 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