OneDigital
Wealth Management Operations Analyst
RIA-Overland Park, KS
Sponsorship not specifiedDetected 30 days ago
SalesforceAccountingExcelProcess ImprovementRecruitingCustomer SupportLeadershipCommunicationProblem SolvingMentoringMicrosoft Office
About the role
- 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?
- We understand that pursuing a new job is a big deal.
Responsibilities
- Maintain and update account maintenance requests: transfers, beneficiary changes, account closures, fund
- Monitor data quality and perform regular audits to detect and correct data issues.
- Support internal and external audits: prepare materials, perform sample testing, follow-up on findings.
- Maintain compliance with regulatory standards, internal policies, and industry best practices.
- Help develop, maintain, review policies, procedures, and compliance-related workflows, ensuring they remain
- Identify opportunities to streamline or automate processes to improve operational efficiency, reduce error rates, and enhance scalability. · Participate in or lead projects such as system implementations, upgrades, vendor integrations, or custodial transitions. · Develop, document, and train on SOPs, workflow diagrams, and procedural training for internal and branch users.
- Reporting, Monitoring & Performance Metrics · Produce, maintain, and distribute regular operational reports (daily, weekly, monthly) on key metrics such as throughput, error rates, ticket backlog, and SLA adherence. · Monitor service level agreements (SLAs) and internal goals; identify and address bottlenecks.
- Relationship Management · Build and maintain strong working relationships with branch staff, advisors, custodians, software / platform vendors. · Act as a liaison for vendor or platform issues, ensuring issues are resolved; participate in vendor or platform support escalations.
- Team Oversight & Mentorship · Supervise junior operations staff or contractors, providing guidance, training, and performance feedback to ensure consistent service delivery and professional development. · Allocate tasks and manage team workloads to meet SLAs.
- Technical Support & Training · Provide technical support for internal users on platforms and systems; help troubleshoot and escalate issues. · Deliver or support training to branch staff and internal users on system functionality, policy changes, new tools.
Requirements
- Excellent written, verbal, and presentation communication skills, with the ability to adjust style to the
- Ability to organize and prioritize multiple tasks effectively and meet deadlines in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
- Ability to work independently and exercise discretion in sensitive situations.
- Comfort serving as a subject matter resource for systems, policies, and procedures across internal teams and
Nice to have
- Experience with Salesforce, Smartsheet, and ticketing/documentation systems preferred.
Skills
- transfers, beneficiary changes, account closures, fund
- System & Data Integrity
- Serve as system administrator and superuser for custodial, portfolio management, and related platforms (e.g.,
- Schwab, Fidelity, Orion, etc.).
- Reconcile data across systems, ensuring consistency and resolving discrepancies (e.g. between custody
- platforms, portfolio databases, and reporting tools).
- Transaction Processing & Financial Adjustments
- Calculate and process refunds, adjustments, fee corrections, billing events, etc., ensuring full accuracy.
- Oversee trade settlement exceptions, custodial errors, or irregularities; escalate and coordinate resolution as
- Support & Service Delivery
- Respond to escalated issues from branches or advisors; serve as point person for complex questions or service
- Interface with clients, advisors, vendors, and custodians to ensure smooth operational flows and good
Compensation
- Your base pay is dependent upon your skills, education, qualifications, professional experience, and location.
Benefits
- 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.
- We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.
- Your base pay is dependent upon your skills, education, qualifications, professional experience, and location.
Equal opportunity
- equal opportunity employer.
- A copy of the Federal EEO poster is linked here.
Visa & Work Authorization
- Must be eligible to work in the United States without the need for work visa or residency sponsorship.
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This listing is sourced directly from OneDigital's careers page and normalized into a canonical job model.