Wealth Management Ops & Systems Specialist

OneDigital; Overland Park (KS); On-site; USD 60,000 - 90,000; Full time

Job summary

OneDigital is seeking a Wealth Management Operations Specialist to provide day-to-day operational and administrative support to Wealth Management branch offices. You will ensure accurate, timely, and compliant account setup, system maintenance, reporting, and workflow processes while supporting custodians and internal partners.

You will work closely with teams to maintain high service standards, develop enhancements, and ensure adherence to compliance requirements across platforms and workflows.

Qualifications

• 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.

Responsibilities

• New Account Setup & Data Management: setup of new client accounts in portfolio management and custodial systems.
• Operational Support & Administration: document creation, spreadsheet maintenance, presentations, scanning, filing, and mail preparation.
• Systems, Audits & Process Management: system administration for custodial/portfolio platforms and regular audits.
• Collaboration & Continuous Improvement: develop reporting enhancements and lead ad hoc projects.
• Compliance: adhere to investment advisor and broker/dealer standards and conduct policies.

Skills

Attention to detail

Written and verbal communication

Customer service

Organization & time management

Problem-solving

Independent work

Education

Bachelor's degree in Business Administration / Accounting / Finance / Economics

Tools

Microsoft Office Suite

Salesforce

Smartsheet

Orion Advisor Technology

Job description

OneDigital is seeking a Wealth Management Operations Specialist to provide day-to-day operational and administrative support to Wealth Management branch offices. You will ensure accurate, timely, and compliant account setup, system maintenance, reporting, and workflow processes while supporting custodians and internal partners.

You will work closely with teams to maintain high service standards, develop enhancements, and ensure adherence to compliance requirements across platforms and workflows.