HR Driven Company Dabbles in Finance - Analyst Osaic Employee Review

2.0
31 Jan 2021
Recommend
CEO approval
Business outlook

Pros

It's always the people you work with that make the work bearable.

Cons

As the headline implies, human resources is involved in everything and is extremely overbearing. This is felt in back-filling positions, "merit" increases (AKA cost-of-living adjustment only), and a lengthy process to complete an annual review. For the most part, it's HR work for the sake of HR, not for the benefit of the advisors. Inconsistent enforcement of any policies or procedures is the norm around here and don't even think about trying to be innovative unless you can do it on the cheap.

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Osaic Response
5y
First of all, we want to thank you for the feedback. Every department including HR is doing their part to make Advisor Group a better place to work as well as listen to any feedback given. I encourage you to meet with you HR business partner and discuss specific things to improve our department. As you mention culture matters and we take culture very seriously here at Advisor Group. Every process, policy or procedure can be discussed and challenged to ensure that this activity is producing the results needed for Advisor Group to be a better place to work. Thanks again for caring enough to make this comment.

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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