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Osaic

Manager, Advisor Support

Osaic

Manager of Advisor Support leading a team to provide high-quality service to financial professionals. Focus on coaching, operational efficiency, and advisor satisfaction.

Posted 7/29/2026full-timeAtlanta • Arizona • 🇺🇸 United StatesSeniorLead💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and management capabilities, with a focus on team performance, operational efficiency, and relationship building. Possesses extensive experience in supporting Financial Professionals and a solid understanding of Qualified Retirement Plans.

Highest-signal resume keywords
Team LeadershipManagement ExperienceFinancial Professional SupportCommunication SkillsOrganizational Skills

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
Support ExperienceManagement ExperienceQualified Retirement Plans Knowledge
Soft Skills
CoachingCustomer Service AttitudeProfessional Presence
Industry Keywords
Operational ChallengesClearing Firms InteractionExternal Vendors

About the role

Key responsibilities & impact
  • Lead a team of Advisor Support Specialists
  • Set team goals, establish vision and take action
  • Effectively coach and manage team performance
  • Develop and maintain internal relationships
  • Identify and address operational challenges
  • Adapt to changing business needs

Requirements

What you’ll need
  • Minimum 8 years support experience or relevant experience
  • At least 5 years management experience required
  • Extensive experience with high producing Financial Professionals
  • Exceptional oral and written communication skills
  • Outstanding professional presence and positive customer service attitude
  • Basic knowledge of Qualified Retirement Plans
  • Strong interaction with clearing firms and external vendors
  • Excellent organizational skills

Benefits

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