Platform Success Manager, Wealth - Remote

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.

Our Newest Opportunity: 

Reports to the Vice President of Wealth Strategy to provide field training, drive systems and platform

adoption, and advocate for operational efficiency and excellence in client and advisor experience.

Essential Duties and Responsibilities (includes but is not limited to):

Transition Facilitation

Purpose: 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 the Vice President of Wealth

Strategy to develop 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 ODIA 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.

Platform Adoption & Best Practice Advocacy

Purpose: Drive deeper ODIA platform adoption and best practice deployment across all Wealth branch

offices.

· Build relationships with advisor teams across the country to identify field needs, concerns, and

roadblocks to full system adoption.

· Serve as a central point of contact and a knowledge resource to advisors and their staff for all questions

that relate to systems deployment, day-in-a-life best practices, and optimizing the 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. Engage across communication channels to inform the field about new

features and best practices.

· 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

meet the needs of the field.

· 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.

Systems Evolution & Deployment

Purpose: Serve as an advocate for the field in collaboration with the Vice President of Wealth Strategy to

drive systems evolution, updates, and integrations for a stronger Wealth Platform with exceptional user

experience.

· Work collaboratively with advisor teams and internal teams to identify opportunities for stronger

integration, data integrity, and best practices.

· In collaboration with the Vice President of Wealth Strategy, represent the Home Office Wealth Solutions team to advocate for department-level initiatives that have the potential to improve the quality of life on platform for advisors and their teams. Serve as a field expert and a systems superuser in conversations that concern field needs, expectations, and operational/technology/systems gaps. · In collaboration with the Vice President of Wealth Strategy, develop and monitor KPIs that allow the team to track the impact of strategic initiatives and success in driving platform adoption.

Qualifications & Experience:

· 5 years of experience in both client and advisor supporting functions, such as Client Service, Operations,

or Transitions

· Bachelor’s degree or equivalent experience preferred

· Strong experience working with Orion and Salesforce

· 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

· Past success in developing a personal brand of a subject matter expert who is known among peers and

other departments; proven ability to teach and train adults in a manner that encourages learning and

builds proficiency

· 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

The typical base pay range for this role nationwide is $90,000.00 to $100,000.00 per year.  

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: www.onedigital.com/careers  

Thank you for your interest in joining the OneDigital team!