Hybrid Advisor Support Team Lead - Financial Services

Osaic; Scottsdale (AZ); Hybrid; USD 55,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is hiring a Supervisor of Advisor Support in Scottsdale, AZ for a full-time, non-exempt role with a hybrid schedule requiring 4+ days in the office. The position oversees a team serving 11,000 Financial Professionals nationwide, resolving complex inquiries on money movement, account maintenance and new accounts.

The role emphasizes coaching, performance management, and rapid issue resolution to ensure best-in-class service.

Qualifications

• Minimum 2 years related experience within the industry, interfacing regularly with financial professionals.
• Experience and comfort level with engaging and supporting the needs of high producing Financial Professionals.
• Exceptional oral and written communication skills with a strong attention to detail.
• Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication.
• Outstanding professional presence and positive customer service attitude.
• Successful track record of customer-centric decision making.
• Ability to cope with and persevere through frequent and unexpected changes.
• Excellent organizational skills, with the ability to handle multiple tasks.

Responsibilities

• Lead a team of Advisor Support agents that will support and retain Osaic’s Financial Professionals.
• Set team goals, establish vision and take action to achieve goals.
• Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
• Provide timely coaching, training, and total performance management
• Support the entire Advisor Support team with real time help floor walking and being support to team members who need additional coaching
• Support the management chat channel, answering team member questions real time
• Develop and maintain internal relationships
• Identify and take responsibility for addressing operational and organizational challenges that impact the team
• Effectively adopt changing business needs and guide employees through shifting priorities

Skills

Team leadership

Coaching

Customer service

Communication skills

Organizational skills

Education

Bachelor's degree preferred

High school diploma or equivalent required

Tools

Salesforce

CRM experience

Job description

Osaic is hiring a Supervisor of Advisor Support in Scottsdale, AZ for a full-time, non-exempt role with a hybrid schedule requiring 4+ days in the office. The position oversees a team serving 11,000 Financial Professionals nationwide, resolving complex inquiries on money movement, account maintenance and new accounts.

The role emphasizes coaching, performance management, and rapid issue resolution to ensure best-in-class service.