Onedigital Investment Advisors

Job Summary

The Investment Platform Analyst is responsible for overseeing the operational implementation of investment strategies for newly acquired wealth management firms. The role serves as a bridge between investment recommendations and execution, ensuring acquired firms transition smoothly from legacy investment programs to the OneDigital wealth platform.

Essential Duties and ResponsibilitiesM&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).
• Proven ability to work independently and manage complex assignments.

Education, Training and Experience

• 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).

Compensation and Benefits

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 individual performance and/or company performance. Eligible employees receive health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. Job‑related expenses are reimbursed per company policy, and employee perks and discounts may be available.

Equal Opportunity & EEO Statement

OneDigital is an equal opportunity employer. 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 available. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. OneDigital complies with all criminal history inquiry laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. We believe in hiring the most qualified applicant for the position, regardless of background.

Additional Information

To learn more, visit: www.onedigital.com/careers