Hit or Miss! - Analyst Osaic Employee Review

1.0
31 Oct 2019
Recommend
CEO approval
Business outlook

Pros

It all depends on which department or broker-dealer you are with.

Cons

- Just a huge call center. Advisors are at liberty to call all home office departments, usually with irrelevant questions. - No accountability; you can grind from 9-5 or be on social media all day, managers won't notice. - Roles and responsibilities are fluid. What's documented (including the intranet ) is outdated, contradictory or just meaningless. - "Not our responsibility" is heard almost everyday. So many policies, procedures and initiatives are flawed due to being created in a vacuum or half-baked.

avatar
Osaic Response
6y
I reached out to our Chief Customer Experience Officer, Lori, Love, and she shared "We appreciate direct feedback, and you've identified opportunities - many of which are already in the works. We're growing which means there are growing pains and that some of what we need to do isn’t easy. We are developing leaders, which includes you, as we believe everyone leads from his or her position. If your peers aren’t meeting our standards of service, you are empowered to be part of the solution and have a conversation with them. We are focused on delivering improved content and training in support of advancing the Advisor Experience across AG, and asking everyone to be part of the solution. I am confident we are working though these opportunities together, and we are all incredibly excited about what’s ahead of us. While we may have operational processes that work like a call center, we are committed to being far more than that and strive to become a true solution center for our advisors. I hope you'll be part of our journey and a contributor to the solutions. I invite you to reach out to me directly."

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.

1
See reviews by: Helpful|Rating|Date|All