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:
This role is responsible for refining and operationalizing the sales infrastructure that supports OneDigital’s Wealth division. Building on existing foundation across the broader organization, this individual will tailor revenue growth strategies, clarify business levers, and ensure that advisors and local leaders understand how to meet their goals using the tools and platform available. By translating organic growth objectives into advisor-specific plans, this person will help the business measure what matters, support what works, and adjust what doesn’t. Success will come from creating clarity—around targets, tools, and trade-offs—then helping the field align execution to those strategic goals.
Essential Duties and Responsibilities:
Refine and Maintain Sales Infrastructure and Planning Framework
Tailor the foundational systems that support revenue planning—such as segmentation models, baseline AUM, expected outflows, and new business targets—to meet the specific needs of the Wealth division.
Shape a repeatable planning approach rooted in field realities and grounded in consistent assumptions.
Translate enterprise and division-wide growth objectives into actionable goals at the advisor and office level.
Develop planning assumptions based on advisor capacity, market opportunity, and territory nuances.
Ensure these frameworks are ready to plug into business planning cycles and scalable across offices.
Support and Activate Local Growth Strategies
Engage directly with advisors and office leaders to contextualize sales goals within their unique market dynamics.
Build trust and credibility through regular in-person visits, strategic problem-solving, and clear communication.
Serve as a thought partner to local leaders by identifying gaps, removing obstacles, and clarifying execution paths.
Use pilots and local feedback loops to test new ideas and refine the broader strategy through real-world learning.
Clarify Execution Levers and Align Support Teams
Help the field understand and apply key levers—such as referral handoffs, client segmentation, CRM pipeline tools, and lead utilization.
Translate high-level strategy into practical actions that align with how advisors actually operate.
Partner with the Platform Engagement team to align on advisor expectations, CRM workflows, and reporting structure.
Use adoption and readiness insights to prioritize the right tools and ensure alignment across offices.
Shape resources, frameworks, and field-facing playbooks that are easy to apply and consistently understood.
Establish Growth Accountability and Drive Continuous Improvement
Define what good looks like by crafting KPIs, dashboard views, and performance metrics tailored to regional and advisor-level execution.
Monitor progress, surface red flags early, and bring forward insights that inform timely intervention.
Convene working groups of advisors and leaders to assess what's working, what’s unclear, and where support needs to evolve.
Apply lessons from these groups to refine the strategy, adjust the tools, and clarify the process.
Ensure the growth approach remains adaptive—always evolving alongside the needs of the business and the realities of the field.
Qualifications & Experience:
10+ years in financial services, with a focus on advisor-driven growth strategy or field performance optimization
Must be licensed to enable registration as an IAR of OneDigital Investment Advisors: Series 65, Certified Financial Planner™ (CFP®) or Chartered Financial Analyst® (CFA®)
Experience translating enterprise-level business goals into measurable, field-executable plans
Strong analytical mindset with the ability to build models, assumptions, and performance targets
Adept at working directly with financial advisors, field leaders, and cross-functional support teams
Deep familiarity with pipeline strategy, performance dashboards, and business planning
Skilled in navigating influence dynamics without direct managerial authority
Other:
This role requires regular travel, averaging up to 50%
This role is compensated through base pay plus performance-based bonus structure
The typical base pay range for this role nationwide is $130,000 to $140,000 per year.
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 Francsico
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.
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!
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