What are the responsibilities and job description for the Senior Director, Wealth Management Operations (Overland Park, KS) position at OneDigital Investment Advisors LLC?
Our Newest Opportunity :
Summary :
This role manages a team of service professionals to provide best-in-class operational support for our local advisor teams, enabling them to deliver a fantastic client experience. Based in the OneDigital Financial Services division headquarters in Overland Park, KS, this role is focused on streamlining and improving the operational experience for our advisor teams nationwide. The ideal candidate has a passion for efficient processes, understanding cutting-edge technology solutions, and sharing their knowledge with others.
Essential Duties and Responsibilities (includes but is not limited to) :
Role :
Manages the team responsible for the advisor and client experience related to sales data, client and account onboarding, account maintenance, billing, and reporting, including Orion, Custodians and Salesforce platforms and integrated processes.
Cultivates superior relationships with wealth advisors and team members nationwide, supporting wealth management operations systemsacross all advisory solutions, advocating for the adoption of our best-in-class systems.
Oversees the resolution of escalated issues through independent research and collaboration with custodians, vendors, or internal teams.
Collaborates with the National Sales Team to ensure systems and training are aligned to produce accurate data for sales initiatives and reward qualification programs.
Contributes cross-functionally with other home office teams to optimize and maintain documentation of systems and procedures, providing subject matter expertise to new product integrations.
Implements newly adopted advisor solutions and seeks to improve legacy policies and procedures to streamline the advisor operational experience.
Utilizes internal communication channels to apprise executive and field leadership and local office teams regarding best practices and system enhancements.
Manages the integration of new firms, ensuring a smooth transition through book of business and tech stack review and efficient onboarding of client accounts.
Establishes and reports on key process and performance indicators to track and manage success.
Management :
Provides ongoing support, supervision, training, and development opportunities for team members, offering guidance and informing best practices to build comfort with the tools.
Assists team members in problem resolution, identifying operational gaps and modeling ownership of problems through to resolution.
Effectively disseminates operational and employee-focused information to the team.
Ensures adequate workflow coverage, responsible for creating work schedules and time approval.
Exercises sound business judgment when providing guidance to team members.
Conducts performance evaluations of team members.
Qualifications & Experience :
10 years of experience in both client and advisor supporting functions.
Bachelor’s degree or equivalent experience required; master’s degree preferred.
Strong experience working with Orion and Salesforce.
Ability to work well in a fast-paced team environment, managing multiple tasks and prioritizing based on business needs.
Proven ability to manage staff development and performance.
Successful track record leading change management in a dynamic environment.
Effective conflict management, problem-solving, analytical, and decision-making skills.
Proven executive facilitation and presentation skills.
Ability to travel as needed, generally not more than once per quarter.
Proficiency in MS Outlook, Word, Excel, PowerPoint, and Teams.
