Manager, Advisor Experience

As a Customer Experience (CX) Manager you will help lead enterprise CX strategy for financial advisors in wealth management. At Osaic, we believe every interaction matters. In this role, you’ll be the voice of our clients (10,000 + financial advisors), championing experiences that build trust, loyalty, and advocacy. Guided by CXPA principles, you will lead initiatives that transform feedback into action, ensuring seamless journeys across digital and human touchpoints.

Your mission:

Listen deeply to client needs through NPS insights and real-time feedback.

Design and optimize experiences that reduce friction and elevate satisfaction.

Collaborate across teams to align technology, operations, and service delivery with what matters most to clients.

Drive measurable impact by improving Net Promoter Score and creating moments that turn clients into promoters.

If you’re passionate about customer-first innovation , thrive in a dynamic environment, and want to make a tangible difference in how clients experience wealth management, this is your opportunity to lead change.

Group Facilitation - ability to facilitate and guide groups, helping them find the answer and engage in co-creation of solutions, promoting understanding of how their roles are critical in delivering on the brand promise

Listening Skills - proficiency in active listening skills to broaden understanding, absorb different perspectives and help diffuse perceived obstacles and potential gaps in understanding

Interpret Data - ability to interpret data and insights to objectively and consistently drive CX objectives

System Thinker - able to see the big picture as well as the details

Design Capabilities - ability to create or co-create visual models to help bring the objective from concept (or ideation) to reality for stronger engagement and understanding

Practices flexibility and a willingness to restate or reconsider points of view

Communicates and collaborates well within and across organizational level

Has exceptional problem solving-skills

Net Promoter Score (% increase Year over Year)

Customer Effort (% increase Year over Year)

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.