Wealth Custodial Services Specialist

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Must be eligible to work in the United States without the need for work visa or residency sponsorship. Summary: This role provides high-level operational and analytical support to the Wealth Advisor community and internal partners across the firm. This role serves as a central point of contact for advisor-related service requests, operational escalations, and data quality assurance across custodial and technology platforms (Schwab Advisor Center, Fidelity Wealthscape, Raymond James, Orion Advisor Tech, and Salesforce). This role ensures accurate case handling, seamless advisor experience, and proactive identification of trends impacting service delivery and operational efficiency. Essential Duties and Responsibilities: Advisor Service & Case Management Serve as a primary liaison between advisors and operational teams to ensure prompt resolution of service requests, escalations, and workflow bottlenecks. Triage, analyze, and resolve complex advisor cases related to account setup, maintenance, billing, and custodial processing. Monitor Salesforce LINC ticket queues and Task submissions to ensure SLAs and service quality standards are met. Maintain knowledge of multi-custodian processes, ensuring advisors receive accurate, consistent guidance. Partner with custodial relationship managers (Schwab, Fidelity, Raymond James) to address field inquiries, exceptions, and systemic trends. Operational Data & Process Analytics Analyze advisor service metrics to identify root causes, recurring issues, and opportunities for process improvement. Partner with Data Integrity, Billing team, WM Daily Ops and the Integrations team to ensure advisor data accuracy, including rep codes, fee schedules, and AUM alignment. Recommend system enhancements or automation opportunities to improve turnaround time and reduce manual rework. Collaboration & Cross-Functional Support Partner closely with Wealth Management Operations, Billing, Compliance, and Finance teams to align service processes with firm policies. Support the onboarding of new advisors and offices by coordinating custodial setup, data validation, and workflow readiness. Maintain and update SOPs, process maps, and training materials related to advisor servicing. Participate in custodial and internal service meetings, summarizing trends, and escalating recurring pain points. Qualifications, Skills and Requirements: Strong working knowledge of Orion Advisor Tech, Salesforce, and major custodial platforms (Schwab, Fidelity, Raymond James). Excellent analytical, organizational, and interpersonal skills. Ability to interpret complex data, identify trends, and communicate insights clearly. Strong written and verbal communication; able to interface professionally with advisors, custodians, and leadership. Proficient in Microsoft Excel, Power BI, and Smartsheet Demonstrates a proactive service mindset and ownership of advisor outcomes. Maintains composure under pressure and delivers consistent, high-quality results. Displays curiosity and a data-driven approach to identify operational improvements. Build trust and credibility across departments and custodians. Contributes to a culture of continuous learning and collaboration within the team. Cross functional departmental training support and training as needed Other duties as assigned Education, Training and Experience Bachelor’s degree in finance, Business Administration, or related field preferred. 3+ years of experience in financial services operations, advisor support, or custodial relationship management (RIA or broker-dealer environment preferred). Your base pay is dependent upon 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. To learn more, visit: OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. 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 (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. 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 [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. Thank you for your interest in joining the OneDigital team! City and County of San Francisco City of Los Angeles County of Los Angeles #J-18808-Ljbffr OneDigital