Wealth Operations Manager

Immediate support role within wealth management and financial planning operations, ensuring smooth back‑office and client service excellence. Responsibilities Collaborate with custodians, brokerage firms, financial institutions, and internal corporate teams to process client transactions, resolve discrepancies, and manage account‑related inquiries. Maintain accurate records of custodial interactions and follow up on outstanding items. Prepare and review necessary paperwork for client accounts, including account opening, transfers, withdrawals, and beneficiary updates. Ensure compliance with regulatory requirements and internal policies. Execute fund transfers, wire requests, and other financial transactions. Assist advisors in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation. Collaborate with other team members to ensure accurate and timely reporting. Maintain client data in the CRM system, ensuring accuracy and completeness. Update client profiles, contact information, and preferences. Handle incoming calls, emails, and inquiries from clients and internal team members. Assist with office organization, filing, and other administrative tasks as needed. Perform other duties as assigned. Qualifications & Requirements Solid understanding of financial planning principles, investment strategies, and relevant regulations. Excellent communication, presentation, and interpersonal skills. Demonstrated ability to manage multiple tasks and projects effectively. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint). Strong adaptability to a rapidly changing business and technology environment. Continual learner mindset, able to adopt new solutions. Ability to maintain confidentiality of highly sensitive client information. Regular and predictable attendance required. Education, Training & Experience Bachelor’s degree in Business, Economics, Finance, or related field (preferred), or relevant work experience. 5+ years’ experience in wealth management operations preferred. Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred. Familiarity with Orion, Salesforce, and other financial technology platforms preferred. Compensation Typical base pay range: $90,000 to $110,000 per year, depending on skills, education, qualifications, experience, and location. Variable compensation, commission, and/or annual bonus may be available based on performance. Benefits Health, wellness, and retirement benefits; paid time off; overtime pay for non‑exempt employees; learning and development programs; reimbursement for job‑related expenses; employee perks and discounts. Equal Employment Opportunity OneDigital is an equal opportunity employer. We provide employment opportunities regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin, citizenship, disability, or other protected characteristics. The Federal EEO poster is available upon request. We will consider qualified applicants with arrest or conviction records in accordance with applicable Fair Chance Ordinances. #J-18808-Ljbffr Digital Insurance LLC