Vice President - Wealth Growth

July 25

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OneDigital

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Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

📋 Description

• 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.

🎯 Requirements

• 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 • This role requires regular travel, averaging up to 50%

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts