Do not look back on my time fondly - T&O Osaic Employee Review

1.0
Dec 30, 2024
Recommend
CEO approval
Business Outlook

Pros

Nearly none; besides immediate vest so you can leave as soon as possible.

Cons

-Zero training whatsoever across the firm. This was evident every single day I worked here, getting anything done internally was a constant fight against errors and lack of ownership across any group/seniority. Also, for the caliber of employee that they attract, more than the normal training is necessary (this can be attributed to pay, location decisions, and hiring manager qualities. -I have never seen a workforce less connected/invested in a company and a company. Combination of quiet quitters there for a paycheck and extreme disconnection of management. If they let go of under-performers, they’d never be able to organically fill the vacant seats. -The quality of advisors that the firm supports is very poor with few exceptions. Being PE owned growth at all costs makes sense, onboard a clueless rep with $10mm AUM across 200 accounts. The saying “bottom 20% of clients take up 80% of time” has never been more true, except the split here was more like 10/90. But hey! Affiliation fees to keep Reverence happy! -Poor advisor quality, poor employee quality (due to management), worst rebrand of the millennia, and disconnected management are all reasons to stay away. -Forgot to mention: RTO rug pull, and 2023 bonuses delayed by 2 weeks and cut by at least 15% for marked high performers & raises in the 2-3% range. Zero culture at the firm with oblivious management leads to discouraged workforce and low performance. Good place to fly under the radar for a bit of cash and low expectations. But horrible for any ambitious employee.

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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