Advisor
Manager, Advisor Support
Atlanta, GA · Full-time
Sponsorship not specified$70k-$75kDetected 1 day ago
SalesforceCRMPerformance ManagementCustomer SupportCommunicationCollaborationMentoringOrganizational Skills
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odds of building a lasting career here
15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- Current Employees and Contractors Apply Here
- Customer Service Opportunity in Financial Services
Responsibilities
- Lead a team of Advisor Support Specialists that will support and retain Osaic's Financial Professionals.
- Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
- Develop and maintain internal relationships
- Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration
- The Advisor Support organization strives to provide the best service and experience to the financial professionals we serve, along with their staffs and teams.
- 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.
- This position's primary objective is to manage a team of individual contributors responsible for the service and retention of financial professionals.
Requirements
- Minimum of high school diploma or equivalent is required.
- 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
- Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
- Relevant experience with Investment Advisory business
- 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
- 8+ years' experience in financial services operations or broker-dealer setting.
- 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.
Nice to have
- Preferred Requirements:
- Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
- Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.
Compensation
- $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.
Benefits
- $70,000 - 75,000 + annual performance-based bonus
- Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.
- Osaic Benefits.
- Set team goals, establish vision and take action to achieve goals
- 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
- Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
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