Wealth Platform Enablement Manager

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Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Reports to the Director of Wealth Platform Enablement 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 both client and advisor experience.

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

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 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.

Systems Evolution & Deployment

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

· 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.

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 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.

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 $110,000 per year.

This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. Reasonable accommodation will be provided to qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

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 Francisco

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.

Thank you for your interest in joining the OneDigital team!