OneDigital · 1 month ago
Wealth Operations Manager - Retirement and Wealth - Hybrid (Danvers, MA)
Danvers, MA
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $85K/yr
2+ years expOneDigital is a financial services company focused on providing employer-based benefits and personalized financial planning. The Wealth Operations Manager will ensure smooth back-office operations, supporting advisors and enhancing client service for the wealth management and financial planning team.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Work to become a subject matter expert on OneDigital's investment platform and operational requirements
Collaborate seamlessly with advisors and national teams to ensure efficient and effective investment platform utilization
Collaborate with custodians, brokerage firms, financial institutions and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries
Coordinate with advisors, Field Investment Professionals, and the national CPM team to project-manage the creation of customized portfolio proposals tailored to client needs
Maintain accurate records of custodial interactions and follow up on outstanding items
Ensure compliance with regulatory requirements and internal policies
Execute fund transfers, wire requests, and other financial transactions
Assist advisors and internal team in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation
Collaborate with other team members to ensure accurate and timely reporting
Maintain client data in the CRM system, ensuring accuracy and completeness
Update client profiles, contact information, and preferences
Handle incoming calls, emails, and inquiries from internal team members
Assist with office organization and other administrative tasks as needed
Perform other duties as assigned
Qualification
Required
Solid understanding of financial planning principles, investment strategies, and relevant regulations
Excellent communication, presentation, and interpersonal skills
Demonstrated ability to manage multiple tasks and projects effectively
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Ability to adapt to a rapidly changing business and technology environment
Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
Regular and predictable attendance is required
Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience
2+ years of experience in investment management and operations including working with advisors and various investment vehicles (ETFs, Mutual Funds, Model Portfolios, Institutional Accounts, Commingled Funds)
Familiarity with Charles Schwab preferred
Preferred
Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase