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OneDigital logo
OneDigital

Fierce Advocates of Health, Success and Financial Security

Wealth Platform Enablement Manager

ManagerManagerOtherRemoteSeniorTeam 1,001-5,000Since 2000H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

127 days ago

Salary

$90K - $110K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Wealth Platform Enablement Manager

OneDigital

• Manage strategic initiatives and drive systems adoption • Advocate for operational efficiency and excellence in client and advisor experience • Conduct training sessions for individual advisors and teams • Collaborate with internal teams to build training materials • Monitor tool use and deliver updates on user satisfaction • Develop and project-manage initiatives to advance the Wealth Platform • Enable transition of new advisors into ODIA

Job Requirements

  • 3-5 years of experience in client and advisor supporting functions
  • 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
  • Excellent relationship-building skills
  • Commitment to foster a positive, upbeat, constructive work environment
  • Ability to travel as needed (generally not more than once per month)
  • Advanced proficiency in MS Outlook, Word, Excel, PowerPoint and Teams

Benefits

  • Competitive salary
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Remote work options

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