OneDigital
OneDigital is one of the largest employee benefits administrators in the U.S. The nationwide company combines technology and people to deliver comprehensive ins
Wealth Platform Enablement Manager
Location
United States
Posted
46 days ago
Salary
$90K - $110K / year
Seniority
Senior
Bachelor Degree3 yrs expEnglish
Job Description
• 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
Job 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
Related Guides
Related Categories
Related Job Pages
More Manager Jobs
Manager46 days ago
Full TimeRemoteTeam 1,001-5,000H1B Sponsor
Care Manager managing mental health and substance abuse services
Senior Manager – Digital Product, Clinical Informatics
CVS HealthBringing our heart to every moment of your health.
Manager47 days ago
Full TimeRemoteTeam 10,001+Since 1963H1B No Sponsor
Senior Product Manager driving clinical data strategy at CVS Health
CloudGoogle Cloud PlatformSQL
Transitional Care Manager, Social Worker
CVS HealthBringing our heart to every moment of your health.
Manager47 days ago
Full TimeRemoteTeam 10,001+Since 1963H1B No Sponsor
Transitional Care Manager for healthcare company specializing in Medicare primary care.
Case Manager, Registered Nurse – Licensed RN NY
CVS HealthBringing our heart to every moment of your health.
Manager47 days ago
Full TimeRemoteTeam 10,001+Since 1963H1B No Sponsor
Care Manager RN coordinating care for members with chronic health conditions
