Investment Platform Analyst

Job Summary

The Investment Platform Analyst is responsible for overseeing the operational implementation of investment strategies for newly acquired wealth management firms. The role serves as a bridge between investment recommendations and execution, ensuring acquired firms transition smoothly from legacy investment programs to the One Digital wealth platform.

• Serve as the primary project manager for investment platform integrations associated with acquired wealth management firms.
• Partner with client portfolio managers to translate investment recommendations into executable implementation plans.
• Coordinate the migration of client assets from legacy investment programs into approved platform strategies, models, and solutions.
• Develop firm-level and client-level transition plans, including account mapping, strategy assignments, trading workflows, and implementation timelines.
• Facilitate communication between advisors, investment personnel, trading teams, custodians, and operational stakeholders throughout the conversion process.
• Monitor project milestones, identify implementation risks, and proactively resolve issues to ensure successful onboarding.
• Maintain documentation, reporting, and status updates for conversion initiatives and leadership review.
• Support advisor training and adoption efforts during platform migrations.

• Maintain data integrity across investment and planning systems, including Orion, Eclipse, eMoney, Money Guide Pro , custodian platforms, and reporting tools.
• Perform ongoing quality assurance reviews to identify and resolve account, household, model, and reporting discrepancies.
• Coordinate platform setup, account maintenance, and operational workflows.
• Partner with technology and operations teams to improve system integrations, automation, and advisor workflows.
• Develop procedures and controls designed to improve scalability, operational efficiency, and client experience.
• Assist with testing and deployment of platform enhancements, new technology solutions, and process improvements.

• Create and maintain dashboards tracking acquisition integration progress, implementation metrics, and operational service levels.
• Identify opportunities to streamline account conversion workflows and reduce operational friction for advisors.
• Support development of standardized implementation processes and best practices across acquired firms.
• Produce management reporting related to conversion activity, platform utilization, and operational effectiveness.

• Strong project management and organizational skills with the ability to manage multiple complex initiatives simultaneously.
• Ability to coordinate across investment, operations, technology, and advisor-facing teams.
• Strong attention to detail and commitment to data accuracy.
• Exceptional communication skills (written and verbal).
• Proven ability to work independently and manage complex assignments.

• Minimum of 2 years of experience in wealth management, investment operations, portfolio administration, implementation consulting, or related financial services roles.
• Experience with Orion and Eclipse is essential.
• Familiarity with eMoney, Money Guide Pro , Fidelity, Schwab, Raymond James, or similar advisor technology platforms preferred.
• Experience managing cross-functional projects and operational initiatives preferred.
• Knowledge of programmatic analysis tools a plus (Python, R, MATLAB).

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 individual performance and/or company performance. Eligible employees receive health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs.

Job‑related expenses are reimbursed per company policy, and employee perks and…