Knowledge Management Forms Manager

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.

Summary:

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.

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.