Retirement Platform Enablement Manager - Remote
Core
Executes, maintains, and improves the standard operating model for OneDigital's Retirement Solutions business, translating strategy into actionable workflows and governance.
Role type
Operations Manager (Retirement Platform Enablement)
Builds
Scalable, advisor-centered operational standards and platform workflows for the Retirement Solutions division.
Domain
Financial Services / Retirement Planning / Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Operating model design, process documentation, Salesforce workflow configuration, vendor coordination, cross-functional collaboration, KPI monitoring, SOP development
Preferred skills
Experience in retirement services, knowledge of recordkeeper integrations, data-driven process improvement
Technologies
Salesforce, Fi360
Responsibilities
Maintain and execute the Retirement Solutions operating model including service delivery workflows and SLAs; Own the library of retirement standards and process documentation; Partner with Product to translate standards into Salesforce workflow controls; Coordinate with recordkeepers and vendors to align operational standards; Identify operational breakdowns and drive remediation through process redesign.
Seniority
Mid-Senior, hands-on IC