Operations Specialist

Essential Duties and Responsibilities

• Lead the day-to-day operations for financial wellness platform and related tools.
• Lead implementation of new plans to Financial Elements in conjunction with the advisor, plan sponsor and Mentor.
• Coordinate the continual build out of marketing materials in conjunction with the marketing team.
• Work as part of a project team to coordinate technology, marketing & operational developments and determine project scope and limitations.
• Aid advisors with sales to plan sponsors as requested, including presenting program overview, features and demo of system either on-site or via webinar.
• Foster solid relationships with affiliate sales teams within the Resources organization to provide a maximum value to both customers and to the Financial Elements program.
• Educate affiliates on program to increase adoption by advisors including proactively reaching out to affiliates.
• Train team and affiliate offices on the program's best practices, enhancements and apps.
• Prepare, coordinate and present training programs for the team and affiliate offices, as needed.
• Evaluate effectiveness of training programs and analyze future training needs.
• Maintain and update on an on-going basis.
• Lead the review, evaluation, implementation and maintenance of additional tools, systems and resources offered within the program.
• Update, implement, launch and maintain existing tools, systems and resources.
• Lead the day-to-day operations, maintenance and enhancements of our ROBO platform including initial set-up for new advisors and training.
• Lead build out of reporting from system - plan sponsor, participant & internal.
• Answer user inquiries regarding program to resolve problems.
• Aid Mentors with communication to plan participants during high volume periods including taking inbound calls, emails and chat and proactively making outbound contacts.
• Maintain on-going relationship with plan sponsors and provide ongoing support and services related to the Financial Elements program.
• Comply with all compliance policies, procedures both at the firm and regulatory level.

Qualifications, Skills and Requirements

• Must be team oriented, enjoy working with people, and be pro-active, flexible, and have the ability to work independently and accurately in a fast-paced environment.
• Applies critical thinking and problem-solving skills of the work being performed to see it through to a resolution with minimal supervision.
• Detail oriented problem-solver.
• Excellent communication skills, both written and verbal.
• Excellent follow through and client communication.
• Ability to multi-task and establish priority of work.
• Will be required to demonstrate technical expertise in financial matters, must understand overall sales process for financial products and services.
• Previous experience in a customer support role.
• Customer focus and adaptability to different personality types.
• Public speaking skills needed.
• Strong PC skills i.e. Microsoft Office Suite, SalesForce CRM and certain financial industry specific tools.
• Must possess a high level of intelligence and commitment to long-term professional development (lifelong learning and certifications).

Education, Training and Experience

• An undergraduate degree (e.g., Business, Accounting, Finance, or Economics} is required or equivalent work experience.
• At least two years experience in the financial services; working knowledge of personal finance topics, investment vehicles and 401(k) plans.
• FINRA Series 65 licensing.

Pay 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 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.

We are 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.