Wealth Ops & Advisor Support Specialist

OneDigital; Overland Park (KS); On-site; USD 70,000 - 110,000; Full time

Job summary

OneDigital is seeking a Wealth Advisor Operations professional to provide high-level support to the Wealth Advisor community and internal teams. You will be the central contact for service requests, data quality, and multi-custodian workflows across major platforms and CRM systems.

You will analyze service metrics, collaborate with custodians, and drive process improvements while supporting onboarding and policy-aligned operations.

Qualifications

• Bachelor’s degree preferred in finance, business administration, or related field.
• 3+ years in financial services operations, advisor support, or custodial management (RIA or broker-dealer preferred).
• Strong analytical, organizational, and interpersonal skills.

Responsibilities

• Serve as liaison between advisors and operations to resolve service requests and escalations.
• Triage and resolve advisor cases related to account setup, maintenance, billing, and custodial processing.
• Monitor Salesforce LINC queues to ensure SLAs and service quality.
• Collaborate with custodial managers to address field inquiries and systemic trends.
• Analyze advisor service metrics to identify root causes and improve processes.
• Partner with data, billing, and operations teams to ensure data accuracy and alignment.
• Help onboard new advisors and offices with setup and workflow readiness.
• Maintain SOPs, process maps, and training materials for advisor servicing.

Skills

Orion Advisor Tech

Salesforce

Custodial platforms

Education

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

Tools

Excel

Power BI

Smartsheet

Job description

OneDigital is seeking a Wealth Advisor Operations professional to provide high-level support to the Wealth Advisor community and internal teams. You will be the central contact for service requests, data quality, and multi-custodian workflows across major platforms and CRM systems.

You will analyze service metrics, collaborate with custodians, and drive process improvements while supporting onboarding and policy-aligned operations.