Wealth Management Operations Specialist (Overland Park, KS)

OneDigital Investment Advisors LLC; Overland Park (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health

Wellbeing

Retirement

Other benefits

PTO

Overtime pay

Learning & development programs

Expense reimbursement

Job summary

OneDigital is seeking a Wealth Management Operations Specialist to deliver day-to-day operational and administrative support for branch offices. You will ensure accurate account setup, system maintenance, reporting, and compliance with company policies.

You will work with custodians and internal partners, supporting audits, procedures, and improvements while upholding high service standards.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or related field preferred.
• 2–5 years of relevant business experience, preferably in investment operations or process management.
• Experience with Schwab, Fidelity, and/or TD Ameritrade platforms preferred.
• Experience with Orion Advisor Technology or similar platforms (e.g., Tamarac, Black Diamond) preferred.
• Working knowledge of basic investment terms, account types, and operational workflows.

Responsibilities

• New Account Setup & Data Management: setup new client accounts and maintain documentation in systems.
• Operational Support & Administration: create documents, spreadsheets, presentations, and assist with phone coverage.
• Systems, Audits & Process Management: act as system administrator and support audits and procedures.
• Collaboration & Continuous Improvement: propose reporting enhancements and lead ad hoc projects.

Skills

Attention to detail

Communication

Customer service

Organization

MS Office

Salesforce

Smartsheet

Problem solving

Education

Bachelor’s degree preferred

Tools

Schwab

Fidelity

TD Ameritrade

Orion Advisor Technology

Tamarac

Black Diamond

Job description

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.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

Our Newest Opportunity: Summary:

The Wealth Management Operations Specialist provides day-to-day operational and administrative support to Wealth Management branch offices. This role is responsible for ensuring accurate, timely, and compliant execution of account setup, system maintenance, reporting, and operational processes. The Specialist serves as a key resource to branch teams, custodians, and internal partners, helping maintain high service standards while adhering to OneDigital Investment Advisors and Broker/Dealer compliance requirements.

Essential Duties and Responsibilities:

• New Account Setup & Data Management
  • Complete setup of new client accounts within portfolio management and custodial systems
  • Maintain accurate and timely documentation within ticketing, reporting, and billing systems
  • Calculate and process client refunds as needed
• Operational Support & Administration
  • Provide general administrative support, including document creation, spreadsheet maintenance, presentations, scanning, filing, and mail preparation
  • Assist with inbound phone coverage and general office support as needed
  • Support mass mailings and other operational initiatives
• Systems, Audits & Process Management
  • Serve as system administrator for custodial and portfolio management platforms
  • Provide technical support for Wealth Management-specific systems
  • Assist with daily, weekly, and monthly audits
  • Develop, maintain, and audit procedures related to Wealth Management systems and workflows
  • Act as a resource on RIA policies, procedures, and best practices
• Collaboration & Continuous Improvement
  • Partner with team members to evaluate, develop, and implement reporting enhancements and procedural improvements
  • Take the lead on ad hoc projects as assigned
  • Communicate regularly with custodians, software providers, and branch offices, including principals, advisors, and staff
  • Collaborate with the Sr. Director of Operations to support evaluation and training of internal teams and branch offices
• Compliance
  • Adhere to OneDigital Investment Advisors and Broker/Dealer compliance standards and Code of Conduct as outlined in compliance and operations manuals

Qualifications, Skills and Requirements:

• Exceptional attention to detail and accuracy
• Strong written and verbal communication skills, with the ability to adapt messaging to different audiences
• Excellent customer service and interpersonal skills
• Strong organizational and time management skills; ability to manage competing priorities
• Proficiency with Microsoft Office Suite, Salesforce, and Smartsheet
• Demonstrated judgment and problem‑solving skills, including the ability to address issues beyond standard procedures
• Ability to work independently and take initiative

Education, Training and Experience:

• Bachelor’s degree in Business Administration, Accounting, Finance, Economics, or a related field preferred
• 2–5 years of relevant business experience, preferably within investment operations or process management
• Experience with Schwab, Fidelity, and/or TD Ameritrade platforms preferred
• Experience with Orion Advisor Technology or similar platforms (e.g., Tamarac, Black Diamond) preferred
• Working knowledge of basic investment terms, account types, and operational workflows

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.

Benefits and Perks:

• health
• wellbeing
• retirement
• other financial benefits
• paid time off
• overtime pay for non‑exempt employees
• 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 Francisco 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.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

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. 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. Thank you for your interest in joining the OneDigital team! OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US.

Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total-wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn