Senior Relationship Management Partner

Osaic

Relationship Management Partner responsible for managing relationships with financial professionals. Collaborating with Osaic leadership and internal teams to enhance advisor engagement and retention.

Posted 7/29/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and problem-solving skills to enhance advisor experience and retention. Proficient in managing relationships with financial professionals and leveraging CRM systems to drive growth initiatives.

Highest-signal resume keywords

Salesforce ProficiencyMicrosoft 365 ProficiencyAnalytical SkillsRelationship ManagementAdvisor Experience Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisTask PrioritizationProblem-SolvingProactive InitiativeClient Outcome Management

Soft Skills

Excellent CommunicationHighly OrganizedMentoringCoachingCross-Training Facilitation

Tools & Technologies

SalesforceMicrosoft OutlookMicrosoft TeamsMicrosoft ExcelMicrosoft PowerPointMicrosoft SharePoint

Industry Keywords

Advisor RetentionFinancial ProfessionalsCross-Functional CollaborationOperational EfficiencyGrowth Initiatives

About the role

Key responsibilities & impact

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
Coordinate cross-functional efforts to deliver seamless outcomes
Monitor and document “at-risk” advisors and engagement activities within Salesforce
Enhance the overall advisor experience by delivering tailored support, insights, and resources
Partner with stakeholders to support implementation of firm initiatives and ensure seamless execution
Stay informed on current and upcoming initiatives; identify opportunities for enhancement and provide actionable feedback
Customize engagement strategies based on advisor needs, maximizing positive outcomes
Build and maintain strong relationships across internal partners to drive an integrated advisor experience
Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities
Analyze data to develop insights and recommendations that drive advisor growth
Mentor team members by providing guidance, coaching, and knowledge-sharing opportunities to support professional growth and performance.
Facilitate cross-training initiatives to enhance team versatility, ensure business continuity, and promote operational efficiency.
Manage large and/or high-producing Financial Professional relationships by applying advanced expertise, independent judgment, and a higher-level service standard to drive exceptional client outcomes.

Requirements

What you’ll need

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree
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
Proven ability to build and maintain relationships with business partners and financial professionals
Experience supporting initiatives related to advisor experience, retention, and growth.

Benefits

Comp & perks

health, vision, dental insurance
401k
paid time away
volunteer days
annual performance-based bonus