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One Digital

Director, Wealth Operations

RIA-Farmingtononsitedirector$75K – $110K

Posted today · via Workday

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About this role

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: This role is vital in ensuring smooth back-office operations, driving the efficiency and accuracy of client service for our wealth management and financial planning team. This role directs the creation and adoption of standardized processes and oversees key indicators to measure business efficiency.…

Read the full description on One Digital's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: r, teams

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in RIA-Farmington. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

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