Osaic said Shannon Reid will join the firm as President of Osaic and Head of Advisor Growth and Engagement, taking on the President role on Jan. 12, 2026, and reporting to CEO Jamie Price. Price had been serving as President alongside his chief executive duties.
In the newly expanded role, Reid will oversee advisor recruiting, retention, and engagement, while partnering across the company to support same store sales, on platform asset growth, and the expansion of Osaic’s Empowered Independence employee model. Osaic said the appointment follows a search that considered internal and external candidates and is intended to strengthen the firm’s focus on advisor growth and engagement.
Reid comes to Osaic after nearly two decades at Raymond James, where she most recently served as President of the firm’s independent contractor division. Osaic said her prior responsibilities at Raymond James also included senior leadership roles spanning cash management, private client, practice management, and retirement solutions, including serving as Senior Vice President and Northeast Division Director. Before Raymond James, Reid spent six years at Goldman Sachs as a Vice President.
The hire follows an organizational realignment Osaic initiated in July after completing its “Journey to One” integration work. Osaic said the realignment was intended to more clearly define leadership responsibilities and elevate advisor growth and engagement as a central strategic priority, including increased cross-functional coordination tied to recruiting, retention, asset growth, and the Empowered Independence model.
KEY QUOTES:
“We are thrilled to welcome a leader of Shannon’s caliber to Osaic. Her experience leading advisor recruiting, growth and engagement at scale strengthens our leadership team and elevates the entire organization. With Shannon in this role, we are well-positioned to build on our momentum and continue delivering long-term value for our affiliated advisors, their businesses and their clients.”
Jamie Price, CEO, Osaic
“I was drawn to Osaic by the strength of its leadership team and a culture defined by clarity, accountability and execution—combined with the agility and flexibility of a nimble organization built to drive results. We are aligned in our commitment to doing the right thing for advisors and their clients, which makes this opportunity especially compelling. The wealth management industry is evolving, and Osaic is well positioned to lead through its next phase of growth. I’m excited to help shape the firm’s future while preserving the entrepreneurial spirit that is so important to advisors.”
Shannon Reid, President, Osaic And Head Of Advisor Growth And Engagement
