We'll see what the future holds... - Operations Specialist Osaic Employee Review

4.0
Dec 11, 2023
Recommend
CEO approval
Business Outlook

Pros

For the most part, the company is supportive of your career goals. People seem to care about doing what is right. There are opportunities to cross train and get to know people outside of your department. Osaic seems to be headed down the right path, but only time will tell. Not all broker dealers have transitioned yet.

Cons

Advisor Group became Osaic, and with the new re-branding came a bunch of company swag mailed to our residences. This isn't necessarily a con. The company wants each employee to represent. I get it. But I wonder how much of the cost is coming out of everyone's year-end bonus? It's nice to receive a company gift. What's even nicer is when the gift comes in the form of cash. Everyone is feeling the burden of inflation. And with employees returning back to the office and having to spend more on gas, every little bit of paper goes a long way.

Explore other reviews about Osaic

5.0
Dec 18, 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
Apr 30, 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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