Knowledge Management Forms Manager

Forms Manager, Knowledge Management

Osaic is seeking a Forms Manager, Knowledge Management to lead the strategy, governance, modernization, and lifecycle management of business-critical forms within Trading and Operations. This role will focus on client onboarding, account maintenance, trading authorization, regulatory documentation, and related advisor- and client-facing processes. The Forms Manager will ensure forms are accurate, compliant, easy to use, and aligned to operational workflows and technology platforms. This individual will lead a small team, partner across functions, and drive standardization, automation, data integrity, and continuous improvement to support a more seamless advisor and client experience.

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $105,000 to $108,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Education Requirements:

• Bachelor's degree in Business Administration, Operations, Information Management, Information Technology, Education, or a related field preferred.
• Equivalent combination of education and relevant experience will be considered.

Responsibilities:

• Strategic, organized, and detail-oriented, with a continuous improvement mindset.
• Able to translate complex operational, regulatory, and system requirements into clear, practical form solutions and documentation.
• Strong judgment, reasoning, problem-solving, and decision-making skills.
• Comfortable working independently and collaboratively in a fast-paced, team-oriented environment.

Basic Requirements:

• 3+ years of experience in forms management, operations, process management, knowledge management, documentation, or a related function.
• Experience working in a matrixed environment with cross-functional stakeholders.
• Demonstrated ability to manage competing priorities, coordinate deliverables, and drive work through completion.
• Strong written and verbal communication skills, including business writing, editing, documentation, and stakeholder communications.
• Working knowledge of project delivery, process improvement, change management, and operational documentation practices.
• Proficiency with Microsoft Office Suite, including Word, PowerPoint, Excel, Outlook, Teams, and Forms.

Preferred Requirements:

• Experience with dynamic forms, integrated systems, workflow tools, document management tools, or digital forms platforms.
• Experience managing form libraries, including intake, publishing, version control, archiving, change documentation, and stakeholder communications.
• Experience analyzing client-facing, advisor-facing, or operational processes and identifying improvement opportunities.
• Project management experience or certification preferred.
• Strong facilitation, presentation, consensus-building, and relationship management skills.
• Financial services, wealth management, broker-dealer, or RIA experience preferred; SIE or Series 6 or 7 a plus.