Relationship Management Partner

Osaic

Relationship Management Partner responsible for managing relationships with financial professionals at Osaic. Collaborating with various teams to enhance engagement and support growth initiatives.

Posted 6/10/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $64,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

annual performance-based bonus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

analytical skillsproblem-solving skillsrelationship managementtask prioritizationcustomer engagementretention strategiesissue resolutionproactive approachmulti-taskingstrategic value demonstration

Soft Skills

communication skillsorganizational skillsinitiativetrust buildingcredibilitycollaborationadvocacytailored supportinsight deliverygrowth initiative support

Certifications

Bachelor's degreehigh school diploma or equivalent