Wealth Operations Manager - Retirement and Wealth - Hybrid; Danvers, MA

Wealth Operations Manager - Retirement and Wealth - Hybrid (Danvers, MA) page is loaded## Wealth Operations Manager - Retirement and Wealth - Hybrid (Danvers, MA) locations:
RIA-Danvers, MAtime type:
Full time posted on:
Posted Todayjob requisition :
R8070

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.
** Our Newest Opportunity:
***
* Summary:

** This role is vital in ensuring smooth back-office operations, driving the efficiency and accuracy of client service for our wealth management and financial planning team. This role will also support advisors in providing investment analysis and solutions. The ideal candidate is an enthusiastic learner, eager to master new processes and support the team in delivering a seamless client experience.
** Essential Duties and Responsibilities (includes but is not limited to):
*** Work to become a subject matter expert on One Digital's investment platform and operational requirements.
* Collaborate seamlessly with advisors and national teams to ensure efficient and effective investment platform utilization.
* Collaborate with custodians, brokerage firms, financial institutions and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries.
* Coordinate with advisors, Field Investment Professionals, and the national CPM team to project-manage the creation of customized portfolio proposals tailored to client needs.
* Maintain accurate records of custodial interactions and follow up on outstanding items.
* Ensure compliance with regulatory requirements and internal policies.
* Execute fund transfers, wire requests, and other financial transactions.
* Assist advisors and internal team in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation.
* Collaborate with other team members to ensure accurate and timely reporting.
* Maintain client data in the CRM system, ensuring accuracy and completeness.
* Update client profiles, contact information, and preferences.
* Handle incoming calls, emails, and inquiries from internal team members.
* Assist with office organization and other administrative tasks as needed.
* Perform other duties as assigned.
** Qualifications, Skills and Requirements:
*** Solid understanding of financial planning principles, investment strategies, and relevant regulations.
* Excellent communication, presentation, and interpersonal skills.
* Demonstrated ability to manage multiple tasks and projects effectively.
* Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
* Ability to adapt to a rapidly changing business and technology environment.
* Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
* Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
* Regular and predictable attendance is required.
** Education, Training and

Experience:

*** Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
* 2+ years of experience in investment management and operations including working with advisors and various investment vehicles (ETFs, Mutual Funds, Model Portfolios, Institutional Accounts, Commingled Funds) Familiarity with Charles Schwab preferred
* Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred

The typical base pay range for this role nationwide is $70,000 to $85,000 per year.

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…