Wealth Operations Manager

Summary This role is vital in ensuring smooth back‑office operations, driving the efficiency and accuracy of client service for our wealth management and financial planning team. The ideal candidate is an enthusiastic learner, eager to master new processes and support the team in delivering a seamless client experience. 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). Ability to adapt to a rapidly changing business and technology environment. Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems. Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. Regular and predictable attendance required. Education & Experience Bachelor's degree in Business, Economics, Finance, or a 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, other financial technology, and industry regulations preferred. Compensation and Benefits The typical base pay range for this role nationwide is $90,000 to $110,000 per year. Your base pay is dependent on your skills, education, qualifications, professional experience, and location. 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. Equal Opportunity Employer OneDigital is an equal opportunity employer. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information or any other category protected by federal, state or local law. A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco, City of Los Angeles, County of Los Angeles. Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. #J-18808-Ljbffr OneDigital