Hybrid CX Manager — Advisor Experience Leader

Osaic; Oakdale (MN); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health, vision, dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is hiring a Manager, Advisor Experience to lead the enterprise CX strategy for financial advisors in wealth management. You will be the voice of our clients (10,000+ advisors), championing experiences that build trust, loyalty, and advocacy, guided by CXPA principles and driving improvements across digital and human touchpoints.

This role emphasizes listening to client needs, designing and optimizing experiences, collaborating across teams, and delivering measurable impact by improving Net

Qualifications

• Minimum 3-5 years in customer experience or financial services.

Responsibilities

• Align CX strategy with corporate mission and socialize CX across the enterprise.
• Facilitate overall CX program governance with cross-functional teams.
• Engage with customers to capture insights and close the loop on feedback.
• Design end-to-end customer journeys with a human-centered approach.
• Own CX metrics governance and drive improvements in key indicators.
• Foster a customer-centric culture across the organization.

Skills

CX strategy

Group facilitation

Listening skills

Analytical thinking

Design thinking

Communication

Problem solving

Education

Bachelor's degree preferred

High school diploma acceptable with experience

Job description

Osaic is hiring a Manager, Advisor Experience to lead the enterprise CX strategy for financial advisors in wealth management. You will be the voice of our clients (10,000+ advisors), championing experiences that build trust, loyalty, and advocacy, guided by CXPA principles and driving improvements across digital and human touchpoints.

This role emphasizes listening to client needs, designing and optimizing experiences, collaborating across teams, and delivering measurable impact by improving Net