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Building Osaic’s Team for the Future
In this episode, Osaic Chief Human Resources Officer, Jeffrey Green, shares how the company is tackling the global talent shortage by aligning HR strategy with future needs. He highlights Osaic’s dual HR focus—managing essential operations while strategically aligning talent with business goals—and unveils a bold plan to identify key growth roles, leverage data, foster accountability, and cultivate a culture of diversity and performance. Jeffrey also explores how Osaic empowers employees to expand their roles and unlock their full potential, positioning the firm for success in a rapidly evolving workforce.
Episode Highlights:
-
Jeffrey discusses the urgent need for Osaic to proactively address the looming global talent shortage, driven by demographic changes and rapid technological advancements, to stay competitive in an evolving workforce.
-
Jeffrey outlines the two key functions of Osaic’s HR team, balancing essential administrative tasks with strategic talent management.
-
Jeffrey explains how HR is customizing its hiring approach to match team expertise with each advisor’s specific business needs, ensuring targeted support for success across diverse practice models.
-
Jeffrey unveils Osaic’s bold talent strategy, focusing on identifying critical roles that will drive growth while fostering a culture of accountability, diversity, and performance to unlock the firm's future potential.
-
Jeffrey highlights how Osaic nurtures a growth-oriented culture by encouraging employees to explore new roles, leveraging their core skills across different areas to maximize their potential.
Resources Mentioned:
Work at Osaic
- - -
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
AdTrax: 7377569
View all episodes
By OsaicIn this episode, Osaic Chief Human Resources Officer, Jeffrey Green, shares how the company is tackling the global talent shortage by aligning HR strategy with future needs. He highlights Osaic’s dual HR focus—managing essential operations while strategically aligning talent with business goals—and unveils a bold plan to identify key growth roles, leverage data, foster accountability, and cultivate a culture of diversity and performance. Jeffrey also explores how Osaic empowers employees to expand their roles and unlock their full potential, positioning the firm for success in a rapidly evolving workforce.
Episode Highlights:
-
Jeffrey discusses the urgent need for Osaic to proactively address the looming global talent shortage, driven by demographic changes and rapid technological advancements, to stay competitive in an evolving workforce.
-
Jeffrey outlines the two key functions of Osaic’s HR team, balancing essential administrative tasks with strategic talent management.
-
Jeffrey explains how HR is customizing its hiring approach to match team expertise with each advisor’s specific business needs, ensuring targeted support for success across diverse practice models.
-
Jeffrey unveils Osaic’s bold talent strategy, focusing on identifying critical roles that will drive growth while fostering a culture of accountability, diversity, and performance to unlock the firm's future potential.
-
Jeffrey highlights how Osaic nurtures a growth-oriented culture by encouraging employees to explore new roles, leveraging their core skills across different areas to maximize their potential.
Resources Mentioned:
Work at Osaic
- - -
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
AdTrax: 7377569