Wealth Platform Enablement Manager at OneDigital

This role is designed for a wealth management operations specialist with three to five years of experience who knows the inner workings of advisor workflows. You’ll be the bridge between technology and people, ensuring advisory teams actually master their tools while helping new firms integrate after an acquisition. **What makes it worth a look...** It’s a fully remote position with a transparent $90k–$110k salary and a travel requirement limited to about once a month. You get to act as a high-level "superuser" and consultant rather than just performing back-office data entry. **You might be a good fit if you...** * Have deep, hands-on experience using Orion and Salesforce in a financial services context. * Know how to lead software training sessions and create clear job aids for busy advisors. * Can project manage the complex onboarding process for transitioning wealth management teams. * Understand the daily operational pain points of client service and financial planning.