Knowledge Management Forms Manager

Advisor Group•Atlanta, GA

8d•Hybrid

About The Position

Osaic is seeking a Forms Manager, Knowledge Management to lead the strategy, governance, modernization, and lifecycle management of business-critical forms within Trading and Operations. This role will focus on client onboarding, account maintenance, trading authorization, regulatory documentation, and related advisor- and client-facing processes. The Forms Manager will ensure forms are accurate, compliant, easy to use, and aligned to operational workflows and technology platforms. This individual will lead a small team, partner across functions, and drive standardization, automation, data integrity, and continuous improvement to support a more seamless advisor and client experience.

Requirements

3+ years of experience in forms management, operations, process management, knowledge management, documentation, or a related function.
Experience working in a matrixed environment with cross-functional stakeholders.
Demonstrated ability to manage competing priorities, coordinate deliverables, and drive work through completion.
Strong written and verbal communication skills, including business writing, editing, documentation, and stakeholder communications.
Working knowledge of project delivery, process improvement, change management, and operational documentation practices.
Proficiency with Microsoft Office Suite, including Word, PowerPoint, Excel, Outlook, Teams, and Forms.
Must be willing to work a hybrid schedule requiring a minimum of 4 days weekly in the office.
Must be located at one of the listed hubs: Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; St. Petersburg, FL.

Nice To Haves

Experience with dynamic forms, integrated systems, workflow tools, document management tools, or digital forms platforms.
Experience managing form libraries, including intake, publishing, version control, archiving, change documentation, and stakeholder communications.
Experience analyzing client-facing, advisor-facing, or operational processes and identifying improvement opportunities.
Project management experience or certification preferred.
Strong facilitation, presentation, consensus-building, and relationship management skills.
Financial services, wealth management, broker-dealer, or RIA experience preferred.
SIE or Series 6 or 7 a plus.

Responsibilities

Lead the strategy, governance, modernization, and lifecycle management of business-critical forms within Trading and Operations.
Ensure forms are accurate, compliant, easy to use, and aligned to operational workflows and technology platforms.
Lead a small team.
Partner across functions.
Drive standardization, automation, data integrity, and continuous improvement to support a more seamless advisor and client experience.
Translate complex operational, regulatory, and system requirements into clear, practical form solutions and documentation.