Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Manish Shrivastava will join the firm as Chief Marketing Officer. With three decades of experience spanning marketing, brand strategy, customer experience, digital transformation and innovation, Shrivastava will lead efforts to drive growth across the business, strengthen Osaic’s brand, elevate the experience of financial professionals and their clients, and bring Osaic’s products and capabilities to market.
Based in Atlanta, Shrivastava will oversee the firm’s enterprise marketing strategy, including brand, communications, growth marketing and go-to-market initiatives. His work will support two interconnected growth priorities: attracting more financial professionals to Osaic and helping those already affiliated with the firm attract new clients and deepen existing relationships.
Shrivastava joins Osaic from PulteGroup, where he served as Chief Marketing Officer for 12 years, leading a companywide transformation of brand strategy, digital marketing, customer experience and marketing capabilities. During his tenure, he helped establish the company’s first enterprise-wide customer experience discipline, advance its digital engagement strategy and develop new product offerings to support long-term growth. Earlier in his career, he held leadership positions at The Coca-Cola Company, The Home Depot and Procter & Gamble.
“Manish brings an exceptional combination of strategic marketing expertise, brand leadership and a deep understanding of how to connect with customers in meaningful ways,” said Shannon Reid, president and head of Advisor Growth & Engagement at Osaic. “His experience translating complex capabilities into compelling, customer-focused strategies will be invaluable as we continue to strengthen how we engage financial professionals and support their long-term success”
“Osaic has a compelling opportunity to build on its distinctive position in wealth management and create meaningful connections with the financial professionals it serves,” said Shrivastava. “I’m excited to join a team committed to empowering advisors and finding new ways to help them succeed. I look forward to building on that foundation by connecting our capabilities with the needs of financial professionals and, ultimately, the clients they serve.”
Shrivastava holds a Master of Business Administration in marketing from Northwestern University’s Kellogg School of Management and a Bachelor of Science in biology, from the University of South Carolina Honors College. His appointment comes as Osaic continues investing in its leadership, capabilities and advisor experience to support financial professionals across independent, employee and institutional affiliation models.
To learn more about Osaic, please visit Osaic.com.
About Osaic
Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, 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., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261105922466/en/
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