OneDigital
Wealth Operations Manager - Retirement and Wealth (Danvers, MA)
OneDigital, Danvers, Massachusetts, United States, 01923
Onedigital Financial Services Opportunity
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Overview
At OneDigital, we show up as fierce advocates for our clients - invested partners, ready to help businesses and individuals achieve their aspirations for success and financial security. We provide trusted advice, products and solutions delivered by one team and backed by one purpose - to help all we serve to do their best work and live their best lives. Personal Attributes
Exude hospitality and confidence Uphold the highest level of integrity and trust Demonstrate the values of teamwork, respect, accountability, and tolerance in all aspects of professional conduct Be attentive, resourceful, and solution-oriented Possess excellent oral and written communication skills Handle all sensitive and client information with respect and confidentiality Show relentless commitment to follow-up and follow-through Be passionate about helping everyone achieve financial independence Key Responsibilities
Act as liaison between our back offices and financial institutions and systems Maintain supplies of office Collect mail from the building's lobby and distribute it to appropriate team members Maintain alerts from custodian and communicate with other departments to obtain and deliver information regarding client matters Consistent and accurate use of firm's CRM to record all relevant client transactional information and activity Attend regular meetings with team members Ensure the successful setting up of accounts inside our portfolio accounting system and work with back office on any corrections needed Reconciliation of transactions and/or problem resolution Track, record, and update all sales reporting and billing Run various reports for money movement, monitoring, and management Track the opening and closing of accounts and any operations involved to complete the process Monitor, track, and communicate any issues with all incoming and outgoing money movement Deposit and track all incoming checks into client accounts Assist with ongoing initiatives within the firm or ad hoc projects Required Skills & Experience
Extensive knowledge of the principles, procedures, and best practices in the industry Excellent organizational skills and attention to detail Proven problem-solving skills Attentive, resourceful, and solution-oriented Handle all sensitive and client information with respect and confidentiality Relentless commitment to follow-up and follow-through Education, Certifications & Experience
Bachelor's Degree in Business/Finance Series 65 a plus Minimum of 1-2 years of experience in an operational role within the financial planning industry Must be proficient in Microsoft 365, with advanced expertise in Excel including strong command of functions, pivot tables, data analysis, and complex formulas Hours & Work Schedule
Employee Type: Full-time; Hybrid Work Schedule: Monday-Friday 8:00AM-5:00PM In office Tuesday and Wednesdays Location: Danvers, MA Total Target Compensation
Base salary - $70,000 - $80,000 Annual Performance-Based Bonus - $10,000 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. 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. 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 [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. 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. 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. Thank you for your interest in joining the OneDigital team!
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Overview
At OneDigital, we show up as fierce advocates for our clients - invested partners, ready to help businesses and individuals achieve their aspirations for success and financial security. We provide trusted advice, products and solutions delivered by one team and backed by one purpose - to help all we serve to do their best work and live their best lives. Personal Attributes
Exude hospitality and confidence Uphold the highest level of integrity and trust Demonstrate the values of teamwork, respect, accountability, and tolerance in all aspects of professional conduct Be attentive, resourceful, and solution-oriented Possess excellent oral and written communication skills Handle all sensitive and client information with respect and confidentiality Show relentless commitment to follow-up and follow-through Be passionate about helping everyone achieve financial independence Key Responsibilities
Act as liaison between our back offices and financial institutions and systems Maintain supplies of office Collect mail from the building's lobby and distribute it to appropriate team members Maintain alerts from custodian and communicate with other departments to obtain and deliver information regarding client matters Consistent and accurate use of firm's CRM to record all relevant client transactional information and activity Attend regular meetings with team members Ensure the successful setting up of accounts inside our portfolio accounting system and work with back office on any corrections needed Reconciliation of transactions and/or problem resolution Track, record, and update all sales reporting and billing Run various reports for money movement, monitoring, and management Track the opening and closing of accounts and any operations involved to complete the process Monitor, track, and communicate any issues with all incoming and outgoing money movement Deposit and track all incoming checks into client accounts Assist with ongoing initiatives within the firm or ad hoc projects Required Skills & Experience
Extensive knowledge of the principles, procedures, and best practices in the industry Excellent organizational skills and attention to detail Proven problem-solving skills Attentive, resourceful, and solution-oriented Handle all sensitive and client information with respect and confidentiality Relentless commitment to follow-up and follow-through Education, Certifications & Experience
Bachelor's Degree in Business/Finance Series 65 a plus Minimum of 1-2 years of experience in an operational role within the financial planning industry Must be proficient in Microsoft 365, with advanced expertise in Excel including strong command of functions, pivot tables, data analysis, and complex formulas Hours & Work Schedule
Employee Type: Full-time; Hybrid Work Schedule: Monday-Friday 8:00AM-5:00PM In office Tuesday and Wednesdays Location: Danvers, MA Total Target Compensation
Base salary - $70,000 - $80,000 Annual Performance-Based Bonus - $10,000 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. 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. 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 [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. 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. 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. Thank you for your interest in joining the OneDigital team!