Director, Workplace to Wealth Strategy - Remote

OneDigital; Myrtle Point (OR); Remote; USD 130,000 - 140,000; Full time

Job summary

A financial services company in Oregon is seeking a leader for the Workplace to Wealth strategy. This role involves managing operational workflows, collaborating across departments, and enhancing lead effectiveness within Salesforce. Ideal candidates have 7-10 years in financial services, relevant licenses (Series 65, CFP, CFA), and excellent analytical and communication skills. The position offers a competitive salary and opportunities for professional development.

Benefits

Health and wellbeing benefits

Paid time off

Learning and development programs

Performance-based bonus structure

Qualifications

• Experience in retirement plan participant to wealth client channel management.
• Track record overseeing operational workflows.
• Ability to translate enterprise business goals into field-executable plans.

Responsibilities

• Lead the Workplace to Wealth channel strategy.
• Monitor and improve lead handoff pathways within Salesforce.
• Develop frameworks for field-based and digital engagement.

Skills

Operational workflows management

Cross-functional program oversight

Analytical thinking

Strong communication skills

Salesforce familiarity

Education

7-10 years in financial services

Licenses: Series 65, CFP or CFA

Job description

Overview

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 leads the Workplace to Wealth (W2W) channel strategy within OneDigital’s Wealth division. Sitting at the intersection of systems, people, and process, this role ensures the underlying infrastructure and cross-functional coordination required to scale and sustain Workplace to Wealth nationally. It focuses on designing clear processes, connecting handoffs, and making the W2W engine run smoothly and measurably across the business. This role supports both the digital and field engagement strategies that bring W2W to life, ensuring leads are captured, routed appropriately, and acted on effectively. Success in this role depends on strong systems thinking, a collaborative mindset, and the ability to connect the dots between Retirement, Wealth, and local field offices.

Essential Duties and Responsibilities:

Operationalize the Workplace to Wealth Pipeline

• Serve as the internal subject matter expert on how workplace referral leads should be structured in our systems to surface KPIs needed for individual accountability and channel effectiveness measures
• Monitor, troubleshoot, and improve lead handoff pathways within Salesforce, ensuring smooth transitions from all B2B verticals into Wealth
• Participate in planning efforts when new verticals or newly acquired firms are being equipped with W2W lead capture capabilities
• Create playbooks and process documentation to ensure marketing, home office, and field stakeholders are aligned on expectations and execution

Maximize Coaching Team Impact on Wealth Conversion

• Provide leadership to the Financial Coach Manager and national coaching team
• Guide scripting, segmentation, and team strategy in alignment with firm priorities
• Vet and source campaign opportunities from lead channels including plan terminations, partner firm referrals, and vertical collaboration
• Ensure a strong client experience and meaningful Wealth opportunity triage by equipping coaches to assess need and escalate accordingly
• Support training, performance management, and campaign execution in partnership with the Financial Coach Manager

Drive Field Activation

• Develop national frameworks for capturing and scaling successful field-based and digital W2W engagement models
• Partner with regional and field leadership to support office-level planning and performance tracking
• Collaborate with field Wealth Advisors and leaders to coordinate office-by-office W2W strategy and role clarity

Continuous Improvement and Collaboration

• Establish reporting and meeting cadence with stakeholders across Marketing, Technology, FE&G, Wealth, and Retirement
• Define and track KPIs that reflect meaningful lead conversion and team performance
• Surface actionable insights for Wealth and Retirement leaders based on trends, gaps, and performance
• Inform team structure and resource allocation based on volume and efficiency needs
• Lead updates to W2W enablement materials based on learnings from the field and evolving business needs
• Coordinate with other enablement roles to ensure consistent and integrated field support

Education, Training and Experience:

• 7-10 years in financial services, with a focus on retirement plan participant to wealth client channel management
• Must be licensed to enable registration as an IAR of OneDigital Investment Advisors: Series 65, Certified Financial Planner™ (CFP®) or Chartered Financial Analyst® (CFA®)
• Proven track record overseeing operational workflows or cross-functional programs
• Experience translating enterprise-level business goals into measurable, field-executable plans
• Strong analytical mindset with the ability to build models, assumptions, and performance targets
• Adept at working directly with financial advisors, field leaders, and cross-functional support teams
• Deep familiarity with pipeline strategy, performance dashboards, and business planning
• Skilled in navigating influence dynamics without direct managerial authority
• Strong strategic communication skills and a data-informed decision-making style
• Familiarity with Salesforce is a plus

Other:

• This role requires regular travel, averaging up to 30%
• This role is compensated through base pay plus performance-based bonus structure

The typical base pay range for this role nationwide is $130,000 to $140,000 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!