Wealth Platform Enablement Manager
OneDigital
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $90,000 - $110,000 per year
About the role
- Manage strategic initiatives and drive systems adoption
- Advocate for operational efficiency and excellence in client and advisor experience
- Conduct training sessions for individual advisors and teams
- Collaborate with internal teams to build training materials
- Monitor tool use and deliver updates on user satisfaction
- Develop and project-manage initiatives to advance the Wealth Platform
- Enable transition of new advisors into ODIA
Requirements
- 3-5 years of experience in client and advisor supporting functions
- Bachelor’s degree or equivalent experience required
- Strong experience working with Orion and Salesforce
- Strong experience in project management and stakeholder management
- Ability to work well as a part of a distributed team, managing multiple tasks
- Excellent relationship-building skills
- Commitment to foster a positive, upbeat, constructive work environment
- Ability to travel as needed (generally not more than once per month)
- Advanced proficiency in MS Outlook, Word, Excel, PowerPoint and Teams
Benefits
- Competitive salary
- Health insurance
- 401(k) matching
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementstakeholder managementclient supportadvisor support
Soft Skills
relationship-buildingoperational efficiencyteam collaborationtraining facilitationpositive work environment
Certifications
Bachelor’s degree