Wealth Custody & Advisor Ops Specialist

OneDigital; Overland Park (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

OneDigital in Overland Park, KS seeks a professional to provide high-level operational and analytical support to the Wealth Advisor community and internal partners. You’ll be the central point of contact for advisor-related service requests, data quality assurance, and cross-team collaboration across custodial and technology platforms.

You’ll analyze advisor service metrics, partner with Billing and Compliance, and contribute to process improvements.

Qualifications

• Bachelor’s degree in finance, business administration, or related field preferred.
• 3+ years of experience in financial services operations, advisor support, or custodial relationship management.
• Strong analytical, organizational, and interpersonal skills.

Responsibilities

• Serve as a primary liaison between advisors and operations to resolve service requests and bottlenecks.
• Triage and resolve complex advisor cases related to account setup, maintenance, and billing.
• Monitor Salesforce LINC queues to ensure SLAs and service quality.
• Collaborate with custodial relationship managers to address inquiries and trends.

Skills

Orion Advisor Tech

Salesforce

Analytical thinking

Interpersonal skills

Excel

Power BI

Smartsheet

Education

Bachelor’s degree in finance, Business Administration, or related field

Tools

Schwab Advisor Center

Fidelity Wealthscape

Raymond James

Salesforce

Job description

OneDigital in Overland Park, KS seeks a professional to provide high-level operational and analytical support to the Wealth Advisor community and internal partners. You’ll be the central point of contact for advisor-related service requests, data quality assurance, and cross-team collaboration across custodial and technology platforms.

You’ll analyze advisor service metrics, partner with Billing and Compliance, and contribute to process improvements.