Wealth Management Operations Analyst at OneDigital

Ideal for a mid-level professional with 4-6 years of experience in investment industry operations, possessing a strong foundation in business administration, accounting, or finance. **What makes it worth a look...** This full-time, on-site role at OneDigital in Overland Park, KS, offers a chance to work in wealth management operations, ensuring accuracy and efficiency for financial advisors and clients. **You might be a good fit if you...** * Have hands-on experience with Schwab, Fidelity, and/or Raymond James custodial platforms. * Are proficient with Salesforce, Smartsheet, or similar systems. * Possess solid judgment and problem-solving skills using advanced technical concepts. * Are comfortable serving as a subject matter resource for systems, policies, and procedures.