Osaic announced the appointment of Stacie Nabedrick as senior vice president of advisor and client technology solutions, reinforcing its investment in digital innovation and scalable growth across its advisor network.
In her new role, Nabedrick will lead the strategy and development of Osaic’s advisor- and client-facing technology platforms. She will oversee the firm’s digital product vision and multi-year roadmap, focusing on improving advisor productivity, enhancing client engagement, and supporting long-term growth. Her responsibilities also include advancing Osaic’s digital ecosystem, including continued development of the eQuipt platform, which supports onboarding, client engagement, and financial planning workflows.
Nabedrick brings more than a decade of experience in digital transformation across wealth management and enterprise environments. She most recently served as director of customer success at Microsoft, where she led initiatives to drive cloud adoption and long-term value for strategic clients, focusing on engagement, retention, and measurable business outcomes.
Prior to Microsoft, Nabedrick held senior leadership roles at RBC Wealth Management, where she led enterprise portfolio management and delivery for the U.S. business. In that role, she directed cross-functional teams supporting advisor productivity, client experience, and regulatory alignment, while helping execute the firm’s broader digital transformation strategy.
Osaic said the appointment aligns with its broader efforts to deliver more connected, intuitive digital experiences for financial professionals and their clients.
KEY QUOTES:
“As advisors increasingly expect connected, intuitive digital experiences, we are focused on delivering integrated solutions that reduce complexity and elevate how they serve their clients. Stacie brings a strong track record of leading enterprise transformation and translating strategy into scalable, high-impact solutions. Her leadership will be instrumental as we continue to evolve our platform and invest in the future of advisor technology.”
Matt Schlueter, Executive Vice President, Operations And Technology Solutions, Osaic
“Osaic is focused on building a more connected and efficient experience for advisors and their clients. I’m excited to help accelerate that work by delivering solutions that are intuitive, scalable and aligned with how advisors serve clients today.”
Stacie Nabedrick, Senior Vice President, Advisor And Client Technology Solutions, Osaic
