Wealth Operations Manager - Retirement and Wealth - Hybrid (Danvers, MA) at OneDigital

This role is for someone with at least two years of experience in investment operations who knows their way around ETFs, mutual funds, and custodial platforms like Charles Schwab. You should be comfortable acting as the bridge between financial advisors and the back-office technical tasks that keep a wealth management firm running. **What makes it worth a look...** While the salary is modest for a manager-level title, the position offers exposure to high-level financial tech like Orion and Salesforce within a large national firm. The benefits package is comprehensive, featuring health and wellbeing programs alongside a performance-based bonus structure. **You might be a good fit if you...** * Have handled wire transfers and account maintenance at an RIA or brokerage. * Can build customized portfolio proposals and client performance reports. * Are comfortable navigating the Charles Schwab custodial platform. * Enjoy the technical side of finance, like managing CRM data and investment models.