Wealth Platform Engagement Manager - Remote

OneDigital Health; United States; Remote; USD 90,000 - 100,000; Full time

Job summary

OneDigital Health is seeking a strategic leader to manage initiatives and enhance advisor experiences. This role involves facilitating transitions, advocating for platform adoption, and collaborating with teams to improve operational efficiency. Ideal candidates will have a background in client service and project management, with a commitment to fostering a positive work environment.

Benefits

Health benefits

Wellbeing benefits

Retirement benefits

Paid time off

Overtime pay for non-exempt employees

Learning and development programs

Employee perks and discounts

Qualifications

• 3-5 years of experience in client and advisor supporting functions.
• Strong experience in project management and stakeholder management.
• Ability to work well as part of a distributed team.

Responsibilities

• Manage strategic initiatives and drive systems adoption.
• Conduct training sessions for advisors and teams.
• Collaborate with internal teams to improve platform adoption.

Skills

Client Service

Operations

Project Management

Stakeholder Management

Relationship Building

Conflict Management

Problem Solving

Analytical Skills

Decision Making

Education

Bachelor’s degree or equivalent experience

Tools

Orion

Salesforce

MS Outlook

MS Word

MS Excel

MS PowerPoint

MS Teams

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.

Our Newest Opportunity:

Summary:

Reports to the Vice President of Wealth Strategy to manage strategic initiatives, drive systems and platform adoption, serve as a service leader in supporting the needs of advisory teams in the field, and advocate for operational efficiency and excellence in client and advisor experience.

Essential Duties and Responsibilities (includes but is not limited to):

Transition Facilitation

Purpose: Enable transition of new advisors and branch offices into ODIA through training and focused efforts to drive adoption of OneDigital technologies, systems, and best practices.

• Work collaboratively with M&A teams, incoming advisor teams, and the Vice President of Wealth Strategy to develop a transition and engagement plan for each new branch office.
• Build relationships with incoming advisor teams through consultative inquiry and by serving as a quarterback for all questions that relate to ODIA platform.
• Conduct virtual and in-person training sessions for individual advisors and teams across all platform solutions and capabilities, leaning on internal teams for subject matter expertise as needed.
• Serve as an advocate for an exceptional incoming advisor experience that balances training and transition needs with business goals, team capacity, and effective change management.
• In collaboration with the Vice President of Wealth Strategy, evolve and improve the project management aspects of new firm onboarding through after-action analysis and submission of recommended changes to the master Project Plan which is maintained by the PMO team.

Platform & Best Practice Advocacy

Purpose: Drive deeper ODIA platform adoption and best practice deployment across all Wealth branch offices.

• Develop subject matter expertise in technical tools that make up the Wealth platform and in the “OneDigital Way” of using those tools to drive an exceptional client experience.
• Serve as a central point of contact and a knowledge resource to advisors and their staff for incoming questions that relate to systems deployment, day-in-a-life best practices, and optimizing the use of ODIA resources, networks, and initiatives to power growth and client service.
• Conduct training sessions, both virtual and in person, for individual advisors, advisor teams, as well as at regional and national gatherings.
• Collaborate with internal teams to build the Knowledge Database of accurate training materials, including job aids. Proactively manage the training materials library to ensure continued relevance and meet the needs of the field.
• Collaborate with internal teams in enabling and executing on the Change Management Toolkit as it relates to development and rollout of new technologies, new features, and new best practices.

Systems Evolution & Deployment

Purpose: Serve as an advocate for the field in collaboration with the Vice President of Wealth Strategy to drive systems evolution, updates, and integrations for a stronger Wealth Platform with exceptional user experience.

• Work collaboratively with advisor teams and internal teams to identify opportunities for stronger integration, data integrity, and best practices across Wealth.
• In collaboration with the Vice President of Wealth Strategy, develop and project-manage initiatives and special projects to advance and augment the state of the Wealth Platform, including but not limited to new system capabilities, new vendor relationships, and new point solutions to improve efficiency and collaboration.
• In collaboration with the Vice President of Wealth Strategy, represent the Home Office Wealth Solutions team to advocate for department-level initiatives that have the potential to improve the qualify of life on platform for advisors and their teams. Serve as a field expert and a systems superuser in conversations that concern field needs, expectations, and operational/technology/systems gaps.
• In partnership with the VP of Wealth Strategy, engage with the field through facilitated study groups and superuser groups for the purpose of co-creating/refining best practices and gathering system development feedback. For system upgrades and new features that emerge, take ownership of defining the solution criteria, work with the Product Team on prototype development, and drive user acceptance testing.
• In collaboration with the Vice President of Wealth Strategy, develop and monitor KPIs that allow the team to track the impact of strategic initiatives and success in driving platform adoption.

Qualifications & Experience:

• 3-5 years of experience in both client and advisor supporting functions, such as Client Service, Operations, or Transitions
• Bachelor’s degree or equivalent experience required
• Strong experience working with Orion and Salesforce
• Strong experience in project management and stakeholder management
• Ability to work well as a part of a distributed team, managing multiple tasks and prioritizing based on business needs; proven ability to meet deadlines, make accurate decisions, and triage needs in a changing environment with many unknowns
• Excellent relationship-building skills
• Effective conflict management, problem solving, analytical, and decision-making skills
• Commitment to foster a positive, upbeat, constructive work environment
• Commitment to the financial planning philosophy
• Ability to travel as needed (generally not more than once per month)
• Advanced proficiency in MS Outlook, Word, Excel, PowerPoint and Teams

The typical base pay range for this role nationwide is $90,000 to $100,000 per year.

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. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement ofjob-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 Francsico

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.

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.

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.

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.

Thank you for your interest in joining the OneDigital team!