Wealth Platform Enablement Manager
OneDigital(25 days ago)
About this role
Mid-level role reporting to the Director of Wealth Platform Enablement focused on advancing the firm’s wealth technology platform and advisor experience. The position acts as a liaison between field advisory teams and internal stakeholders to support platform adoption, onboarding of new advisors, and ongoing systems improvements. It emphasizes improving operational efficiency and ensuring consistent, positive client and advisor interactions.
Required Skills
- Orion
- Salesforce
- Project Management
- Stakeholder Management
- Change Management
- Training Delivery
- Client Service
- Relationship Building
- Data Integration
- Microsoft Excel
Qualifications
- Bachelor’s Degree
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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