Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Advisor Support Team Lead - Financial Services

Osaic

Osaic is hiring a Supervisor of Advisor Support in Scottsdale, AZ for a full-time, non-exempt role with a hybrid schedule requiring 4+ days in the office. The position oversees a team serving 11,000 Financial Professionals nationwide, resolving complex inquiries on money movement, account maintenance and new accounts. The role emphasizes coaching, performance management, and rapid issue resolution to ensure best-in-class service. #J-18808-Ljbffr Osaic

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Hybrid Advisor Support Team Lead - Financial Services in Scottsdale, AZ vacancy
  •  ...headquartered in Scottsdale with multiple hubs nationwide, seeks a Supervisor of Advisor Support to lead a growing team of phone agents serving 11,000+ Financial Professionals. You will drive service quality, coach staff, and align activities with department goals while... 
    Suggested

    Advisor Group

    Scottsdale, AZ
    4 days ago
  • $58k - $63k

     ...Customer Service Opportunity in Financial Services Supervisor- Advisor Support Location(s): Scottsdale: 18700 N Hayden...  ...returned to the office on a hybrid schedule requiring a minimum...  ...and support their firms while leading a team of Advisor Support phone professionals... 
    Suggested
    Full time
    Work at office
    Shift work

    Osaic

    Scottsdale, AZ
    6 days ago
  • Vanguard is seeking a Certified Financial Advisor in Scottsdale, AZ, offering competitive compensation and benefits. The role involves...  ...Planner® designation and advisory experience. The position supports a hybrid working model, allowing for work from home on Mondays and... 
    Suggested
    Work from home
    Monday to Friday

    Vanguard

    Scottsdale, AZ
    2 days ago
  • 慨正橡扯 is seeking a Certified Financial Advisor to join our team in Scottsdale, AZ. The role offers competitive...  ..., excellent benefits, and a supportive environment to help you grow your career...  ...a healthy work-life balance with a hybrid work model. Qualifications include a... 
    Suggested

    慨正橡扯

    Scottsdale, AZ
    2 days ago
  •  ...Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment...  ...strong relationship management skills. This hybrid position generally requires three days a... 
    Suggested
    Work at office
    Flexible hours
    3 days per week

    Hong Kong Study Skills Research Institute

    Scottsdale, AZ
    6 days ago
  • $150k - $175k

     ...CareersRelationship Leader Opportunity in Financial Services Vice President, Advisor Engagement Location(s):...  ...to the office on a hybrid schedule requiring a...  ...our Advisor Engagement team. The VP, Advisor...  ...consultative initiatives.Support financial professionals through... 
    Full time
    For contractors
    Work at office
    Remote work

    Osaic

    Scottsdale, AZ
    1 day ago
  • Vestwell is seeking a Revenue Operations Financial Associate to bridge pricing, billing, and CRM...  ..., and implement financial solutions that support revenue growth and reduce tech bloat through low-code automation. In this hybrid role, you’ll collaborate with RevOps,... 
    Remote job

    Vestwell

    Scottsdale, AZ
    5 days ago
  •  ...Scottsdale, AZ. This full-time role requires leading a team and directing examination activities for financial advisors. The position reports to the Branch Exams...  ..., regulatory adherence, and timely service delivery. A hybrid in-office schedule is required with at least... 
    Full time
    Work at office

    Osaic

    Scottsdale, AZ
    2 days ago
  • $110k - $136k

     ...Product Manager Opportunity in Financial Services Senior Product Manager, Advisor GrowthLocation(s):...  ...returned to the office on a hybrid schedule requiring a...  ...that help advisors, their teams, and their clients thrive...  ...Digital Solutions, you will lead the discovery and... 
    Full time
    For contractors
    Work at office

    Osaic

    Scottsdale, AZ
    5 days ago
  • Customer Service Opportunity in Financial Services Compensation Processor- Senior Location...  ...returned to the office on a hybrid schedule requiring a minimum...  ...country, helping grow and support their firms. As part of the Advisor Services team in the broader Operations... 
    Full time
    Work at office
    Monday to Friday

    Osaic

    Scottsdale, AZ
    2 days ago
  • $200k - $300k

     ...Management Opportunity in Financial Services SVP, Advisor Engagement....  ...returned to the office on a hybrid schedule requiring a...  ...is responsible for leading Osaic's advisor engagement...  ...Effectiveness & Team Leadership Lead and...  ...business challenges. Support advisors through business... 
    Full time
    Work at office
    Remote work

    Osaic

    Scottsdale, AZ
    3 days ago
  •  ...opportunity for a Financial Consultant to...  ...BusinessEngage potential leads to understand...  ..., or elevated support is needed.Expand...  ...managed advice services when appropriate...  ...clients, advisors, and service teams to ensure each experience...  ...implemented a hybrid working model... 
    Full time

    Vanguard

    Scottsdale, AZ
    2 days ago
  • IAT Insurance Group is seeking a Manager, Underwriting Support to lead Operations staff supporting the Management Liability business segment...  ..., and extensive experience in underwriting operations. This hybrid role involves office work in Scottsdale, AZ with some remote... 
    Work at office
    Remote work

    IAT Insurance Group

    Scottsdale, AZ
    2 days ago
  •  ...Operations Consultant for Business Excellence to lead investigations of complex operational...  ...improvements. The role collaborates across support functions to reduce escalations, improve advisor experiences, and enhance service delivery. Responsibilities include leading... 

    Osaic

    Scottsdale, AZ
    4 days ago
  •  ...Financial Advisor OpportunityVanguard is seeking talented...  ...join our dynamic team across our four...  ...Operations: Lead daily activities...  ...funds, products, and services to educate...  ...Collaboration: Join a supportive team environment...  ...has implemented a hybrid working model for... 

    Vanguard Services Inc

    Scottsdale, AZ
    2 days ago
  •  .... Our Advance to Financial Planning Advisor Program is a structured...  ...a client-facing service role, designed to...  ...and support from Vanguard Advice...  ...a collaborative team model to build strong...  ...bonus. Industry-leading retirement savings...  ...has implemented a hybrid working model for... 
    Full time
    Apprenticeship
    Internship
    Worldwide

    Vanguard

    Scottsdale, AZ
    4 days ago
  •  ...ll be part of a team within the...  ...income tax and financial planning analysis...  ...will be a trusted advisor, bringing...  ...deliverables. Support wealth and estate...  ...Experience in financial services encouraged.CFP,...  ...offices for a hybrid three-day in...  ...clients. To lead through product... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Relocation package

    Vanguard

    Scottsdale, AZ
    3 days ago
  • Lead Exceptional Advisors. Help Shape the Future of Advice.At...  ...looks like. As a Financial Advisor Manager...  ...business, you'll lead a team of CFP...  ...with confidence. Support advisors in addressing...  ...experience in financial services. Supervisory...  ...implemented a hybrid working model for... 
    Full time
    Work experience placement

    Vanguard

    Scottsdale, AZ
    1 day ago
  •  ...delivering personalized financial advice,...  ...Vanguard Situational Advisor (VSA) within our Concierge team, you'll play a...  ...an evolving service model, proactively...  ...products and services. Support outreach efforts...  ...our clients. To lead through product...  ...implemented a hybrid working model... 

    Vanguard

    Scottsdale, AZ
    2 days ago
  • Early Warning Services LLC in Scottsdale offers a Senior Lead Product Manager role to shape product strategy and lead cross-functional teams delivering customer value. The position emphasizes translating customer pain points into innovative, revenue-driving solutions and... 

    Early Warning Services LLC

    Scottsdale, AZ
    3 days ago
  •  ...our fun, high-energy team as a Senior Home Lending Advisor in Chase Home...  ...Home Lending team supports you by sharing demonstrated...  ...and promoting the financial products offered by...  ...on products and services. Works together with...  ..., outbound lead sourcing, and other... 
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorganChase

    Scottsdale, AZ
    5 days ago
  •  ...access personalized financial advice....  ...family office services. Serving investors...  ...frameworks that support them. These offerings...  .... As a trusted advisor to business...  ...‑functional teams (product, technology...  ...decisions.Lead and oversee a team...  ...implemented a hybrid working model... 
    Full time
    Work at office

    Vanguard

    Scottsdale, AZ
    2 days ago
  •  ...you a Certified Financial Planner (CFP)...  ...seeking Wealth Advisors and Senior Wealth...  ...to join our teams in North Carolina...  ...inclusivity and support. Elevate your...  ...corporate trust services. They also manage...  ...role follows a hybrid working model....  ...clients. To lead through product... 
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Scottsdale, AZ
    2 days ago
  • $152.37k - $186.23k

     ...make better and smarter financial decisions and enabling the communities we support to grow and succeed. We...  .... Builds a team of Banking, Trust and Investment...  ...Investment products and services- Ability to partner with...  ...preferredThis role is hybrid. Team members who are in... 
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Scottsdale, AZ
    2 days ago
  • Osaic is seeking a Product Manager for Advisor & Client Technology Solutions to drive execution and delivery for one or more products,...  ...strong Agile background, and excellent stakeholder communication. Hybrid work model with multiple hub locations is offered. #J-18808-... 

    Advisor Group Inc.

    Scottsdale, AZ
    2 days ago
  •  ...success. As a Wealth Advisor in PNC Wealth Management...  ...that fosters a supportive culture where employees...  ...as the development of financial plans for clients. Grows...  ...efficiently handling sales and service, identifying sales and...  ...with activities and leads by example. Has... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Scottsdale, AZ
    4 days ago
  •  ...access personalized financial advice. Vanguard's Personal...  ..., and family office services. Serving investors...  ...risk advisory support across this diverse portfolio...  ...informed decisions.Lead and oversee a team of risk practitioners...  ...WorkVanguard has implemented a hybrid working model for the... 
    Full time
    Work at office

    Vanguard

    Scottsdale, AZ
    2 days ago
  •  ...greet customers, process transactions, open accounts, and promote products to meet sales goals. This role emphasizes high quality service, teamwork, and integrity. A current notary or willingness to obtain one is required, and candidates should be proficient with Microsoft... 
    Work at office

    MidFirst Bank

    Fountain Hills, AZ
    2 days ago
  • $85k - $145k

    Why Work at Mercer Advisors?For more than 40...  ...and simplify their financial lives by integrating...  ...by a single team. We deliver the kind...  ...including size, growth, service quality,...  ...scenario. They’re supported by a sophisticated...  ...Working Conditions: Hybrid schedule with a combination... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Scottsdale, AZ
    3 days ago
  •  ...common purpose to help make financial lives better through the power...  ...and rewarding performance, and supporting our teammates’ physical,...  ...- whether shaped by military service, community college education,...  ...expectations include helping teams to drive client retention and... 
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Scottsdale, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Advisor Support Team Lead - Financial Services. Be the first to apply!