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Osaic
Scottsdale, AZ; Oakdale, MN; La Vista; St. Petersburg; Atlanta, GA
Source: Osaic careers · View original posting
From Osaic's posting. “We” and “our” refer to the employer.
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Osaic Careers
Customer Experience Opportunity in Financial Services
Manager, Advisor Experience
Osaic is not considering remote candidates at this time.
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: $100,000 - $130,000 per year + annual 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. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits .
Summary: 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.
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.
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.
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