Retirement Platform Enablement Lead

OneDigital; United States; On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Learning & development programs

Job summary

OneDigital is seeking a role focused on executing and maintaining the standard operating model for Retirement Solutions. The position translates platform strategy into workflows, documentation, and governance to unify field advisors, operations, and partners.

It works with the Director to deliver day-to-day operational standards and drives platform adoption. Key duties include maintaining end-to-end lifecycle processes, governing templates and checklists, and collaborating with Product,

Qualifications

• Owns operating model execution and standards maintenance.
• Translates standards into platform requirements for systems like Salesforce.
• Collaborates with Product, Compliance, Operations, Data/BI and Workplace Solutions.

Responsibilities

• Execute and maintain retirement operating model across end-to-end lifecycle.
• Define and manage standard deliverables, templates, checklists, and processes.
• Create governance docs and ensure version-controlled, accessible materials.
• Coordinate with vendors/recordkeepers to reflect standards in partner workflows.

Job description

OneDigital is seeking a role focused on executing and maintaining the standard operating model for Retirement Solutions. The position translates platform strategy into workflows, documentation, and governance to unify field advisors, operations, and partners.

It works with the Director to deliver day-to-day operational standards and drives platform adoption. Key duties include maintaining end-to-end lifecycle processes, governing templates and checklists, and collaborating with Product,