Job Description
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
The Investment Platform Analyst is responsible for overseeing the operational implementation of investment strategies for newly acquired wealth management firms. This role serves as the bridge between investment recommendations and execution, ensuring acquired firms are successfully transitioned from legacy investment programs to the OneDigital wealth platform. You will lead the development of operational process with the goal of creating a seamless experience with in-house and third-party investment vehicles, including alternatives and SMAs.
Working closely with client portfolio managers, advisors, trading, operations, custodians, and technology partners, this individual manages complex conversion projects from initial strategy selection through account implementation and ongoing stabilization. The role combines project management, investment operations, platform administration, and process improvement to deliver a seamless advisor and client experience. Approximately 65-75% of the role focuses on acquisition integration and platform conversions, while the remaining 25-35% supports ongoing investment operations, platform administration, and data quality initiatives across the firm's investment technology ecosystem.
Essential Duties and Responsibilities:
M&A Integration & Investment Implementation
Serve as the primary project manager for investment platform integrations associated with acquired wealth management firms
Partner with client portfolio managers to translate investment recommendations into executable implementation plans
Coordinate the migration of client assets from legacy investment programs into approved platform strategies, models, and solutions
Develop firm-level and client-level transition plans, including account mapping, strategy assignments, trading workflows, and implementation timelines
Facilitate communication between advisors, investment personnel, trading teams, custodians, and operational stakeholders throughout the conversion process
Monitor project milestones, identify implementation risks, and proactively resolve issues to ensure successful onboarding
Maintain documentation, reporting, and status updates for conversion initiatives and leadership review
Support advisor training and adoption efforts during platform migrations
Investment Operations & Platform Administration
Maintain data integrity across investment and planning systems, including Orion, Eclipse, eMoney, MoneyGuidePro, custodian platforms, and reporting tools
Perform ongoing quality assurance reviews to identify and resolve account, household, model, and reporting discrepancies
Coordinate platform setup, account maintenance, and operational workflows
Partner with technology and operations teams to improve system integrations, automation, and advisor workflows
Develop procedures and controls designed to improve scalability, operational efficiency, and client experience
Assist with testing and deployment of platform enhancements, new technology solutions, and process improvements
Process Improvement & Reporting
Create and maintain dashboards tracking acquisition integration progress, implementation metrics, and operational service levels
Identify opportunities to streamline account conversion workflows and reduce operational friction for advisors
Support development of standardized implementation processes and best practices across acquired firms
Produce management reporting related to conversion activity, platform utilization, and operational effectiveness
Qualifications, Skills and Requirements:
Strong project management and organizational skills with the ability to manage multiple complex initiatives simultaneously
Ability to coordinate across investment, operations, technology, and advisor-facing teams
Strong attention to detail and commitment to data accuracy
Exceptional communication skills (written and verbal)
Strong attention to detail and project management abilities
Proven ability to work independently and manage complex assignments
Education, Training and Experience:
The candidate must have a minimum of 2 years of experience in wealth management, investment operations, portfolio administration, implementation consulting, or related financial services roles
Experience with Orion and Eclipse is essential
Familiarity with eMoney, MoneyGuidePro, Fidelity, Schwab, Raymond James, or similar advisor technology platforms preferred
Experience managing cross-functional projects and operational initiatives preferred
Knowledge of programmatic analysis tools a plus (Python, R, MATLAB)
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!