Sales position at Verisure requiring customer engagement and security analysis. Responsibilities include approaching potential customers and creating tailored offers.
About the role
- Wealth Operations Manager ensuring smooth back-office operations for OneDigital's financial planning and wealth management. Collaborating with advisors and teams to deliver client solutions in investment management.
Responsibilities
- Work to become a subject matter expert on OneDigital's investment platform and operational requirements.
- Collaborate seamlessly with advisors and national teams to ensure efficient and effective investment platform utilization.
- Collaborate with custodians, brokerage firms, financial institutions and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries.
- Coordinate with advisors, Field Investment Professionals, and the national CPM team to project-manage the creation of customized portfolio proposals tailored to client needs.
- Maintain accurate records of custodial interactions and follow up on outstanding items.
- Ensure compliance with regulatory requirements and internal policies.
- Execute fund transfers, wire requests, and other financial transactions.
- Assist advisors and internal team in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation.
- Collaborate with other team members to ensure accurate and timely reporting.
- Maintain client data in the CRM system, ensuring accuracy and completeness.
- Update client profiles, contact information, and preferences.
- Handle incoming calls, emails, and inquiries from internal team members.
- Assist with office organization and other administrative tasks as needed.
- Perform other duties as assigned.
Requirements
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
- 2+ years of experience in investment management and operations including working with advisors and various investment vehicles (ETFs, Mutual Funds, Model Portfolios, Institutional Accounts, Commingled Funds)
- Familiarity with Charles Schwab preferred
- Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred.
- Solid understanding of financial planning principles, investment strategies, and relevant regulations.
- Excellent communication, presentation, and interpersonal skills.
- Demonstrated ability to manage multiple tasks and projects effectively.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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