Wealth Management Operations Analyst at OneDigital

Ideal for a mid-level professional with 4-6 years of business experience, preferably in investment operations, and a Bachelor's degree in a related field, this role is crucial for maintaining the accuracy and efficiency of wealth management operations. **What makes it worth a look...** OneDigital is hiring for this full-time, on-site Wealth Management Operations Analyst position in Overland Park, KS. The role offers professional growth and the chance to be part of a people-first culture. **You might be a good fit if you...** * Have hands-on experience with Schwab, Fidelity, and/or Raymond James custodial platforms. * Are proficient with Microsoft Office Suite, especially Excel. * Have experience with Salesforce, Smartsheet, or other ticketing/documentation systems. * Possess solid judgment and problem-solving skills using advanced technical concepts.