Wealth Operations Manager - Retirement and Wealth - Hybrid (Danvers, MA)

OneDigital Financial Services Team Member

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Summary :

This role is vital in ensuring smooth back-office operations, driving the efficiency and accuracy of client service for our wealth management and financial planning team. This role will also support advisors in providing investment analysis and solutions. The ideal candidate is an enthusiastic learner, eager to master new processes and support the team in delivering a seamless client experience.

Essential Duties and Responsibilities (includes but is not limited to) :

• Work to become a subject matter expert on OneDigital's investment platform and operational requirements.
• Collaborate seamlessly with advisors and national teams to ensure efficient and effective investment platform utilization.
• Collaborate with custodians, brokerage firms, financial institutions and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries.
• Coordinate with advisors, Field Investment Professionals, and the national CPM team to project-manage the creation of customized portfolio proposals tailored to client needs.
• Maintain accurate records of custodial interactions and follow up on outstanding items.
• Ensure compliance with regulatory requirements and internal policies.
• Execute fund transfers, wire requests, and other financial transactions.
• Assist advisors and internal team in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation.
• Collaborate with other team members to ensure accurate and timely reporting.
• Maintain client data in the CRM system, ensuring accuracy and completeness.
• Update client profiles, contact information, and preferences.
• Handle incoming calls, emails, and inquiries from internal team members.
• Assist with office organization and other administrative tasks as needed.
• Perform other duties as assigned.

Qualifications, Skills and Requirements :

Education, Training and Experience :

The typical base pay range for this role nationwide is $70,000 to $85,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and / or annual bonus based on your individual performance and / or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). Employment decisions shall comply with all other applicable federal, state and city / county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!