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.
Our Newest Opportunity:
Summary:
This role manages a team of service professionals to provide best-in-class operational support for our local advisor teams, enabling them to deliver a fantastic client experience. Based in the OneDigital Financial Services division headquarters in Overland Park, KS, this role is focused on streamlining and improving the operational experience for our advisor teams nationwide. The ideal candidate has a passion for efficient processes, understanding cutting-edge technology solutions, and sharing their knowledge with others.
Essential Duties and Responsibilities (includes but is not limited to):
Role:
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Manages the team responsible for the advisor and client experience related to sales data, client and account onboarding, account maintenance, billing, and reporting, including Orion, Custodians and Salesforce platforms and integrated processes.
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Cultivates superior relationships with wealth advisors and team members nationwide, supporting wealth management operations systems across all advisory solutions, advocating for the adoption of our best-in-class systems.
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Oversees the resolution of escalated issues through independent research and collaboration with custodians, vendors, or internal teams.
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Collaborates with the National Sales Team to ensure systems and training are aligned to produce accurate data for sales initiatives and reward qualification programs.
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Contributes cross-functionally with other home office teams to optimize and maintain documentation of systems and procedures, providing subject matter expertise to new product integrations.
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Implements newly adopted advisor solutions and seeks to improve legacy policies and procedures to streamline the advisor operational experience.
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Utilizes internal communication channels to apprise executive and field leadership and local office teams regarding best practices and system enhancements.
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Manages the integration of new firms, ensuring a smooth transition through book of business and tech stack review and efficient onboarding of client accounts.
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Establishes and reports on key process and performance indicators to track and manage success.
Management:
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Provides ongoing support, supervision, training, and development opportunities for team members, offering guidance and informing best practices to build comfort with the tools.
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Assists team members in problem resolution, identifying operational gaps and modeling ownership of problems through to resolution.
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Effectively disseminates operational and employee-focused information to the team.
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Ensures adequate workflow coverage, responsible for creating work schedules and time approval.
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Exercises sound business judgment when providing guidance to team members.
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Conducts performance evaluations of team members.
Qualifications & Experience:
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10 years of experience in both client and advisor supporting functions.
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Bachelor’s degree or equivalent experience required; master’s degree preferred.
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Strong experience working with Orion and Salesforce.
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Ability to work well in a fast-paced team environment, managing multiple tasks and prioritizing based on business needs.
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Proven ability to manage staff development and performance.
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Successful track record leading change management in a dynamic environment.
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Effective conflict management, problem-solving, analytical, and decision-making skills.
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Proven executive facilitation and presentation skills.
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Ability to travel as needed, generally not more than once per quarter.
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Proficiency in MS Outlook, Word, Excel, PowerPoint, and Teams.
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 of job-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.
Thank you for your interest in joining the OneDigital team!
Top Skills
What We Do
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.
Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
