Lots of Potential-Significant Growing Pains - Compliance Osaic Employee Review

3.0
Jul 9, 2021
Recommend
CEO approval
Business outlook

Pros

Decent benefits; ability to work remotely; growth opportunities or abilities to apply for other opportunities.

Cons

Was only part of AG for ~1 as my firm was acquired as part of the Ladenburg acquisition. There was a lot of talk about "Shared Services" however the rollout and implementation was rocky. There was a lot of inference about "the best" being selected to be slotted into roles however when the rubber hit the road SAI seemed to dictate who got jobs and who didn't (at least the management jobs). When the music ended I was offered a new role (after applying for half a dozen jobs) I was offered a position at a significant downgrade in level pay. When lots of lip service didn't appear to be resulting in being tapped for a job I choose to look outside the organization. I'm glad I did. Sad to leave AG; glad to have a better role/opportunity with a company that is forward looking.

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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