Meh - Anonymous employee Osaic Employee Review

1.0
28 Oct 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Salary, PTO, Benefits, People are nice (most supervisors/managers are included)

Cons

Everything else sucks with this company. Almost zero training ahead of new platform rollouts. If there is training, it usually makes no sense and we're expected to know every everything about it in under an hour. Also almost zero communication regarding any major operational updates and processes and if they do it's either day-of or after-the-fact. Osaic's slogan should be "Promises, Promises, Promises". Royal Court was integrated to Top Producer which was rebranded to Premiere Support which was renamed to Everest Support. Management promises "better support" for their FPs, but fails to mention that those contact center employees on that team are being taken away to support the General Advisor Support team 4 out of 5 days a week and are only being used as a backup for Everest. This was not communicated with these employees nor the FPs. For anyone who busted their rear-end to get promoted to the highest tier of customer support at this firm and is now relegated to be a "back-up" of their own job is a slap in the face to everyone.

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
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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