OneDigital · 19 hours ago
Wealth Platform Enablement Manager
United States
Full-time
Remote
Mid Level
$90K/yr - $110K/yr
3+ years expOneDigital is on a mission to help people do their best work and live their best lives. The Wealth Platform Enablement Manager will manage strategic initiatives, drive systems and platform adoption, and support advisory teams to enhance operational efficiency and client experience.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
No H1B
Responsibilities
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 day-in-a-life best practices and their 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 to meet the needs of the field
Own subject matter expertise for assigned tools and technologies on platform; monitor tool use and deliver proactive updates on use metrics, user satisfaction, and continuous improvement efforts. Serve as a field expert and a superuser in conversations that concern field needs, expectations, and operational/technology/systems gaps
Work collaboratively with advisor teams and internal teams to identify opportunities for stronger integration, data integrity, and best practices across Wealth
In collaboration with other stakeholders, develop and project-manage initiatives and special projects to advance 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
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
Work collaboratively with M&A teams, incoming advisor teams, and other stakeholders to deliver 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 the ODIA Wealth 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 other stakeholders, 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
Qualification
Required
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
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
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
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase