Relationship Management Partner Sr

Osaic Careers Relationship Management Opportunity in Financial Services Relationship Management Partner, Sr.

Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite
750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type:
Full-time Salary: $75k - $90k per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package.

Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

Summary:

The Relationship Management Partner is responsible for managing and strengthening relationships with financial professionals while collaborating closely with Osaic leadership, the Advisor Engagement team, Relationship Leaders, internal business partners, and external channels. This role plays a critical part in supporting both legacy (AG, SAI, Triad, AP, Osaic FA, Osaic FS, etc.) and current advisor populations by enhancing engagement, driving retention, and supporting growth initiatives.

The Relationship Management Partner will also help shape the future of advisor service by modernizing the client experience and delivering an elevated, consistent standard of care.

Education Requirements:

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.

• Advisor Retention
• 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 Advisor Experience
• 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
• Serve as a liaison between leadership, Relationship Leaders, the Teams division, and advisors
• Build and maintain strong relationships across internal partners to drive an integrated advisor experience
• Advisor Growth
• Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities.
• Partner with Relationship Leaders to support post-transition integration and ongoing strategic alignment
• Analyze data to develop insights and recommendations that drive advisor growth
• Collaborate with Osaic partners (e.g., Premier Trust, Highland Capital, Ladenburg Trust) to expand service offerings and increase market share
• Promote awareness and utilization of Osaic’s full suite of solutions to drive business growth
• Senior Level Responsibilities
• 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…