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      Osaic

      Engaged employer

      Osaic reviews

      Lack of Training = Poor Experience - Advisory Services Osaic Employee Review

      2.0
      15 Feb 2019
      Advisory services
      Recommend
      CEO approval
      Business outlook

      Pros

      Large company with a variety of resources including a 401k match. Leadership is vocal and present, but slow to act on critical topics.

      Cons

      Working in a complex division of the advisory services team requires lots of training and accountability. Comments are frequently made by advisors that they receive answers that are inconsistent and often inaccurate which is a result of poor training and communication. We are also investing in technology to "help" advisors but often roll the tech out in a very incompleted state which furthers the confusion and complications. There are also poor lines of communication with the different platforms that we work with (Envestnet/Pershing/Fidelity) so that issues are often unresolved.

      avatar
      Osaic Response
      7y
      We share your concern with keeping up service levels during the past year of high growth. Last year we invested in a number of new and innovative service training efforts and industry-leading technical platforms to address many of the issues you raise. And, we have added a considerable number of new staff. We are now starting to see the benefits of those investments, but we acknowledge room for improvement. This year we’re excited by the arrival of a Chief Customer Experience Officer, a leader responsible for creating an even stronger customer service culture, complete with accountability and ownership at all levels. We have also invested in the next segment of our company-wide service culture transformation training for all employees.

      Explore other reviews about Osaic

      5.0
      18 Dec 2025
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Remote flexibility, great management on current team.

      Cons

      I feel as if pay could be better for certain roles.

      2.0
      30 Apr 2026
      Anonymous
      Recommend
      CEO approval
      Business outlook

      Pros

      - Unlimited PTO - Health insurance coverage is good (I've had doctors' offices tell me this, but it is pricey and has gone up). - There are good people here, and a lot of talent. But they are so burnt out it's hardly a pro.

      Cons

      - Layoffs result in overworked, very lean teams who are not fairly compensated for the additional expectations of their roles. - SVP level and upward is very political, and there seems to be a lot of favoritism. - Leadership pays lip service to financial professionals and works to keep the board happy, but they couldn't care less about the employees' wants and needs. Employee complaints are met with a condescending "Maybe you should consider if Osaic is the right place for you." - Wildly unpopular RTO with a crazy mileage radius. The new office also just happens to be in a part of town where the average Osaic employee can't afford to live. Most execs do not live in a home office hub, nor do many SVPs. - Very little career growth opportunity. Title changes and raises take years to be processed, and employees are given the run around. - HR is never your friend, but especially HR at Osaic. There were good, intelligent, well-meaning people at this company once. But most have been run off. I'm still unclear as to why. It used to be a better-than-average place to work, but it's declined pretty rapidly over the last 2-3 years.

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