Investment Platform Analyst

About the role

The Investment Platform Analyst is responsible for overseeing the operational implementation of investment strategies for newly acquired wealth management firms. This role serves as the bridge between investment recommendations and execution, ensuring acquired firms are successfully transitioned from legacy investment programs to the OneDigital wealth platform. You will lead the development of operational process with the goal of creating a seamless experience with in-house and third-party investment vehicles, including alternatives and SMAs. Working closely with client portfolio managers, advisors, trading, operations, custodians, and technology partners, this individual manages complex conversion projects from initial strategy selection through account implementation and ongoing stabilization. The role combines project management, investment operations, platform administration, and process improvement to deliver a seamless advisor and client experience. Approximately 65-75 % of the role focuses on acquisition integration and platform conversions, while the remaining 25-35 % supports ongoing investment operations, platform administration, and data quality initiatives across the firm's investment technology ecosystem. Essential Duties and Responsibilities: M&A Integration & Investment Implementation Serve as the primary project manager for investment platform integrations associated with acquired wealth management firms Partner with c lient p ortfolio m anagers 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) Strong attention to detail and project management abilities Proven ability to work independently and manage complex assignments Education, Training and Experience: The candidate must h ave a 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 preferre

Additional Information

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:

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