Wealth Operations Manager

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: 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. 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): · Collaborate with custodians, brokerage firms, financial institutions and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries. · Maintain accurate records of custodial interactions and follow up on outstanding items. · Prepare and review necessary paperwork for client accounts, including account opening, transfers, withdrawals, and beneficiary updates. · Ensure compliance with regulatory requirements and internal policies. · Execute fund transfers, wire requests, and other financial transactions. · Assist advisors 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 clients and internal team members. · Assist with office organization, filing, and other administrative tasks as needed. · Perform other duties as assigned. Qualifications, Skills and Requirements: · Solid understanding of financial planning principles, investment strategies, and relevant regulations. · Excellent communication, presentation, and interpersonal skills. · Demonstrated ability to manage multiple tasks and projects effectively. · Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). · Ability to adapt to a rapidly changing business and technology environment. · Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems. · Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. · Regular and predictable attendance is required. · Business travel up to 25%. Education, Training and Experience: · Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience. · 5+ years' experience in wealth management operations business preferred · Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred · Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred The typical base pay range for this role nationwide is $65,000 to $70,000 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. To learn more, visit: www.onedigital.com/careers 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”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles 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. 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!

Salary : $65,000 - $70,000