Wealth Management Operations Intern

OneDigital•Overland Park, KS

23h

About The Position

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Summary: The Wealth Management Operations Associate Intern supports the day-to-day operational functions of a fast-paced wealth management organization. This internship provides hands-on exposure to the operational backbone of an RIA, including account onboarding, data integrity, custodial coordination, and process improvement initiatives. This role is ideal for a detail-oriented, motivated individual interested in financial services, operations, and wealth management. The intern will work closely with the Wealth Management Operations team and gain practical experience in real-world financial operations. Essential Duties and Responsibilities: During the internship, you will work closely with the Wealth Management Operations teams to provide: Operational Support Assist with new account setup, maintenance requests, and documentation review Support processing of advisor requests across custodial platforms Help track service requests and workflow tasks in CRM/work management systems such as Orion and Salesforce Learn general use and navigation of custodial platforms such as Raymond James, Schwab, and Fidelity Data & Reporting Support data entry and data validation across systems Help monitor case queues and service timelines Process & Project Support Participate in process documentation and SOP review and or updates as needed Assist with special projects related to operational efficiency and digital workflows Learning Opportunities Exposure to custodial platforms and wealth management systems Understanding of RIA operations and regulatory considerations Insight into onboarding, billing, and account lifecycle management Experience working in a professional financial services environment Support cross-functional initiatives with compliance, billing, and, and the integrations team Qualifications, Skills and Requirements: Strong attention to detail and organization Analytical and problem-solving mindset Professional communication skills Proficiency in Microsoft Excel and general office tools Ability to manage multiple priorities in a structured environment Interest in wealth management or financial services Process-oriented and system-minded Self-starter with a collaborative attitude Experience documenting business needs, processes, and requirements Ability to gather and document operational needs and workflows Strong documentation skills with experience creating SOPs and process guide Project Management skills preferred Education, Training and Experience: Pursuing a bachelor’s degree in finance, Business Analytics, Information Systems, Economics, or related fields. Part-time or full-time internship (based on availability) Flexible scheduling aligned with academic commitments Potential for future full-time opportunities 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 Francisco City of Los Angeles County of Los Angeles 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! OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this

Requirements

Strong attention to detail and organization
Analytical and problem-solving mindset
Professional communication skills
Proficiency in Microsoft Excel and general office tools
Ability to manage multiple priorities in a structured environment
Interest in wealth management or financial services
Process-oriented and system-minded
Self-starter with a collaborative attitude
Experience documenting business needs, processes, and requirements
Ability to gather and document operational needs and workflows
Strong documentation skills with experience creating SOPs and process guide
Pursuing a bachelor’s degree in finance, Business Analytics, Information Systems, Economics, or related fields
Part-time or full-time internship (based on availability)
Flexible scheduling aligned with academic commitments
Must be eligible to work in the United States without the need for work visa or residency sponsorship

Nice To Haves

Project Management skills preferred

Responsibilities

Assist with new account setup, maintenance requests, and documentation review
Support processing of advisor requests across custodial platforms
Help track service requests and workflow tasks in CRM/work management systems such as Orion and Salesforce
Learn general use and navigation of custodial platforms such as Raymond James, Schwab, and Fidelity
Support data entry and data validation across systems
Help monitor case queues and service timelines
Participate in process documentation and SOP review and or updates as needed
Assist with special projects related to operational efficiency and digital workflows
Exposure to custodial platforms and wealth management systems
Understanding of RIA operations and regulatory considerations
Insight into onboarding, billing, and account lifecycle management
Experience working in a professional financial services environment
Support cross-functional initiatives with compliance, billing, and, and the integrations team