Internal Advisory Transitions Associate

Internal Advisory Transitions Associate

The Internal Advisory Transitions Associate is a sales support role within the Advisory Consulting Team, focused on facilitating asset movement onto Osaic's Wealth Management Platform (WMP). The role involves proactive outreach to financial advisors as well as following up diligently on referrals provided by other members of the Osaic Advisory Consulting Team. Role will engage with various Osaic stakeholders regularly and must be thorough and detail oriented. This role offers an exciting opportunity to build foundational knowledge of investment advisory services, develop core sales skills, and contribute to the success of a high-performing team.

Responsibilities :

• Provide leading service and support experience for our advisors on WMP program and manager selection.
• Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue.
• Analyze, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform.
• Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Able to collaborate seamlessly with various teams within Osaic to complete asset shift.
• Consistent and expedited follow-up on asset transition leads / opportunities as provided by other members of the Consulting Team.
• Accurately log and track all advisor interactions in the CRM system (Salesforce).
• Support advisor engagement campaigns by participating in outbound call efforts and promoting upcoming events.
• Develop working knowledge of the Wealth Management Platform, investment options, and advisory best practices.
• Collaborate with senior consultants to ensure a seamless handoff and high-quality advisor experience.
• Participate in regular team meetings and training sessions to enhance platform and sales expertise.
• All other duties as assigned.

Education Requirements :

Basic Requirements :

Preferred Requirements :