Retirement Solutions Operations Analyst - Remote

OneDigital

5d • $60,000 - $70,000 • Remote

About The Position

The Retirement Solutions Operations Analyst provides day-to-day operational and analytical support to the retirement operations team. This role serves as a key liaison between branch offices, operations leadership, the M&A team, technology teams, and external partners to ensure retirement plan operations are executed accurately, efficiently, and in compliance with OneDigital Investment Advisors and Broker/Dealer standards. The Operations Analyst plays a critical role in supporting advisors, maintaining data integrity, improving operational workflows, and enabling consistent, scalable service delivery across the retirement platform. This individual serves as a trusted subject matter resource and a proactive problem-solver — someone who takes ownership of complex workflows and projects, champions data integrity, and drives continuous improvement, including through the thoughtful use of AI and automation.

Requirements

• Conformity with all legal and regulatory requirements and guidelines associated with FINRA, SEC, and OneDigital Investment Advisors LLC compliance standards is required.
• Demonstrated understanding of investment accounts, registrations, and compliance within RIA and Broker/Dealer environments.
• Proficiency in Salesforce and the full Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Teams) is required.
• Comfort working with data — including the ability to identify discrepancies, maintain data integrity, and produce clear operational reporting.
• Comfort using AI to automate manual processes, create effective templates, and improve written communication.
• Strong consultative, critical-thinking, and problem-solving skills with a bias toward action and resolution.
• Exceptional organizational skills with the demonstrated ability to manage multiple priorities, meet deadlines, and hold self and others accountable for deliverables.
• Strong project management capabilities; able to drive complex, multi-stakeholder initiatives from planning through execution.
• Outstanding written and verbal communication skills; able to present clearly and succinctly across diverse audiences and adapt communication style accordingly.
• High degree of composure and adaptability — able to manage increasing workloads in a fast-paced, deadline-driven environment with professionalism and calm.
• Customer-focused mindset with interpersonal agility to work effectively across different personality types and organizational levels.
• Superior follow-through and follow-up discipline; thrives in a high-energy, collaborative team environment.
• An undergraduate degree in Business, Information Technology, Accounting, Finance, Economics, or a related field is required; equivalent work experience will be considered.
• 4–5 years of business experience required, preferably in management of technology, processes, and people within the investment or financial services industry.
• Required: Proficiency in Salesforce and the Microsoft 365 Suite.

Nice To Haves

• Experience with Fi360, Smartsheet, Orion, or other finance- or retirement-related vendor platforms is preferred.
• Previous experience in a customer or client support role is preferred.
• Preferred: Experience with Fi360, Smartsheet, Orion, or other finance- or retirement-related vendor platforms.

Responsibilities

• Serve as a primary point of contact for field offices and internal stakeholders on retirement operations-related inquiries, ensuring issues are resolved with accuracy, professionalism, and urgency.
• Assist with managing the Retirement Solutions Operations (RPS OPS) shared email inbox, maintaining timely and professional responsiveness to advisors and colleagues across the organization.
• Act as a subject matter resource for RPS OPS processes, applying industry knowledge and sound judgment to resolve operational issues and escalate to leadership when appropriate.
• Support operational lifecycle events including cost center changes, plan terminations, and related administrative actions.
• Maintain strong working relationships with Accounting and Finance partners to support training, issue resolution, and operational alignment.
• Lead and manage operations projects from initiation to completion, keeping all tasks on target, on time, and aligned with team priorities.
• Analyze reports indicating discrepancies in plan counts, advisors, or recordkeepers, and act to resolve identified issues.
• Identify opportunities to improve operational workflows and contribute to the development of scalable processes — including the use of AI — that elevate service delivery across the retirement platform.
• Support supervision and training of interns or Operations Associates on account setup and documentation review processes.
• Work closely with the Retirement Solutions Operations Manager to execute retirement operations responsibilities tied to new business from acquired firms or individual advisors transferring blocks of business.
• Participate in weekly M&A team meetings as needed, representing retirement operations and contributing to transaction readiness and transition planning.
• Serve as a knowledgeable resource on best practices, policies, and procedures throughout the transition process, ensuring a smooth and compliant handoff.
• Review data and coordinate with incoming firms on current platforms and operational requirements.
• Develop productive advisor and firm relationships over a compressed timeframe to facilitate efficient and effective transitions.
• Manage the preparation and processing of all transition paperwork, serving as an operations contact for incoming firms on paperwork-related matters.
• Liaise with Accounting to ensure all Retirement Plans are tracked through to first payment, maintaining accurate records and proactive follow-up throughout.

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
• employee perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level