Wealth Custodial Services Specialist

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At One Digital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.

Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

This role provides high-level operational and analytical support to the Wealth Advisor community and internal partners across the firm. This role serves as a central point of contact for advisor-related service requests, operational escalations, and data quality assurance across custodial and technology platforms (Schwab Advisor Center, Fidelity Wealthscape, Raymond James, Orion Advisor Tech, and Salesforce). This role ensures accurate case handling, seamless advisor experience, and proactive identification of trends impacting service delivery and operational efficiency.

• Serve as a primary liaison between advisors and operational teams to ensure prompt resolution of service requests, escalations, and workflow bottlenecks.
• Triage, analyze, and resolve complex advisor cases related to account setup, maintenance, billing, and custodial processing.
• Monitor Salesforce LINC ticket queues and Task submissions to ensure SLAs and service quality standards are met.
• Maintain knowledge of multi-custodian processes, ensuring advisors receive accurate, consistent guidance.
• Partner with custodial relationship managers (Schwab, Fidelity, Raymond James) to address field inquiries, exceptions, and systemic trends.

• Analyze advisor service metrics to identify root causes, recurring issues, and opportunities for process improvement.
• Partner with Data Integrity, Billing team, WM Daily Ops and the Integrations team to ensure advisor data accuracy, including rep codes, fee schedules, and AUM alignment.
• Recommend system enhancements or automation opportunities to improve turnaround time and reduce manual rework.

• Partner closely with Wealth Management Operations, Billing, Compliance, and Finance teams to align service processes with firm policies.
• Support the onboarding of new advisors and offices by coordinating custodial setup, data validation, and workflow readiness.
• Maintain and update SOPs, process maps, and training materials related to advisor servicing.
• Participate in custodial and internal service meetings, summarizing trends, and escalating recurring pain points.

• Strong working knowledge of Orion Advisor Tech, Salesforce, and major custodial platforms (Schwab, Fidelity, Raymond James).
• Excellent analytical, organizational, and interpersonal skills.
• Ability to interpret complex data, identify trends, and communicate insights clearly.
• Strong written and verbal communication; able to interface professionally with advisors, custodians, and leadership.
• Proficient in Microsoft Excel, Power BI, and Smartsheet
• Demonstrates a proactive…