Wealth Platform Enablement Manager

OneDigital

1d•$90,000 - $110,000

About The Position

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. 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.

Requirements

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

Responsibilities

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.
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.
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.