Manager, Advisor Support

Advisor Group•Atlanta, GA

2d•Hybrid

About The Position

The Advisor Support organization provides personalized home office support and product education to financial professionals, their staff, and teams. It serves as a primary point of contact between financial professionals and home office functions, with a focus on elevating advisor experiences, building relationships, and driving customer loyalty. The Manager, Advisor Support manages a team of individual contributors responsible for the service and retention of financial professionals. The role calls for a leader who can succeed in a fast-paced team environment and is committed to improving the advisor experience. The position is based at one of Osaic’s Atlanta or St. Petersburg hubs and follows a hybrid schedule requiring at least four days per week in the office.

Requirements

Minimum of 8 years of support experience or relevant experience with other firms.
At least 5 years of management experience, with demonstrated ability to develop people at different performance levels through established performance objectives, regular feedback, and appropriate recognition.
Extensive experience and comfort engaging with and supporting high-producing Financial Professionals.
Exceptional oral and written communication skills and strong attention to detail.
Ability to maintain poise in a fast-paced, high-pressure, demanding environment and demonstrate a heightened level of advisor dedication.
Relevant experience with the Investment Advisory business.
Basic knowledge of Qualified Retirement Plans, including 401(k), Individual-K, and 403b (7).
Working knowledge of Margin Calls, Cash Dues, Reorganization inquiries, restricted stock, and pending papers transactions.
Experience interacting with clearing firms and external vendors on routine brokerage and non-brokerage account platforms.
Successful track record of customer-centric decision making.
Ability to cope with and persevere through frequent and unexpected changes.
Excellent organizational skills and ability to handle multiple tasks.
At least a high school diploma or equivalent is required. Significant experience may be considered in lieu of a degree.

Nice To Haves

8 or more years of experience in financial services operations or a broker-dealer setting.
Bachelor’s degree in business, finance, or a related field.
CRM or Salesforce experience.
FINRA Series 7 license.
FINRA Series 24.

Responsibilities

Lead a team of Advisor Support Specialists supporting and retaining Osaic’s Financial Professionals.
Set team goals, establish a vision, and take action to achieve goals.
Coach in a variety of ways to drive results for advisor satisfaction, service, quality, and productivity in alignment with department objectives.
Provide timely coaching, training, and total performance management.
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.
Adapt to changing business needs and guide employees through shifting priorities.
Seek opportunities to expand influence through networking, knowledge sharing, and collaboration.
Perform all other duties as assigned.