Full-Time
Wealth Operations Manager
Retirement and Wealth
Posted on 11/1/2025
OneDigital
1,001-5,000 employees
Employee benefits, retirement, wealth, HR services
Compensation Overview
$70k - $80k/yr
Peabody, MA, USA
Hybrid
 Operations & Logistics (1) |
|---|
- Bachelor’s Degree in Business/ Finance
- Series 65 a plus
- Minimum of 1-2 years of experience in an operational role within the financial planning industry
- Proficient in Microsoft 365, with advanced expertise in Excel including strong command of functions, pivot tables, data analysis and complex formulas
- Extensive knowledge of the principles, procedures, and best practices in the industry
- Act as liaison between our back offices and financial institutions and systems
- Maintain supplies of office
- Collect mail from the building’s lobby and distribute it to appropriate team members
- Maintain alerts from custodian and communicate with other departments to obtain and deliver information regarding client matters
- Consistent and accurate use of firm’s Customer Relationship Management system to record all relevant client transactional information and activity
- Attend regular meetings with team members
- Ensure the successful setting up of accounts inside our portfolio accounting system and work with back office on any corrections needed
- Reconciliation of transactions and/or problem resolution
- Track, record and update all sales reporting and billing
- Run various reports for money movement, monitoring and management
- Track the opening and closing of accounts and any operations involved to complete the process
- Monitor, track and communicate any issues with all incoming and outgoing money movement
- Deposit and track all incoming checks into client accounts
- Assist with ongoing initiatives within the firm or ad hoc projects
OneDigital provides employee benefits and broader financial and HR solutions for employers. It began by offering online benefits for small and mid-sized employers, focusing on health, life, and disability insurance, and it grew by partnering with brokers to manage small-group clients and gain leverage with carriers. It now operates as a platform that combines insurance, retirement and wealth services, and HR consulting, expanding nationwide through the acquisition of more than 200 firms. Its goal is to help employers optimize benefits, financial well-being, and HR support at scale, backed by private ownership and large recapitalizations, including a 2025 majority investment by Stone Point Capital and CPP Investments.
Company Size
1,001-5,000
Company Stage
Acquired
Total Funding
$960M
Headquarters
Atlanta, Georgia
Founded
2000
Simplify's Take
What believers are saying
- PEO market grows 6.5% CAGR through 2030, fueling Propel HR acquisition gains.
- DOL April 2026 rules enable private assets in 401(k)s, boosting fee revenue.
- RIA M&A at 2.8% AUM premiums supports $330M Derse Morgan expansion.
What critics are saying
- Salesforce-Drift breach exposes 28,414 SSNs, triggering class-action lawsuits now.
- ShinyHunters exploits stolen data for extortion within 6 months.
- DOL fines Blackstone partnerships in 6-12 months, unwinding $151B AUA deals.
What makes OneDigital unique
- OneDigital integrates insurance brokerage with $151B wealth management and HR consulting.
- Acquired over 200 firms, including Propel HR and Derse Morgan, for national scale.
- Partners with Blackstone, Apollo, Ares for private assets in 401(k) portfolios.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
401(k) Retirement Plan
Paid Vacation
Paid Sick Leave
Performance Bonus
Professional Development Budget
Phone/Internet Stipend
Company News
OneDigital warns clients of alleged Salesforce data breach. According to a notice with the Maine Attorney General, the alleged data breach concerned OneDigital client information stored at Salesforce, its customer relationship management platform. April 10, 2026 Olivier Le Moal/iStock OneDigital Investment Advisors, the Overland Park, Kan.-based advice division of the insurance, talent and financial advisory firm with $151 billion in client assets across wealth and retirement plans, is warning clients that thousands of customer records were affected by a data breach at Salesforce, the firm's customer relationship management platform. The breach is the latest in a growing number of alleged cybercrime incidents targeting financial services firms, including Cetera, Hightower, Edelman Financial Engines and others. In a data breach notification to Maine's Attorney General's Office, OneDigital reported that as many as 28,414 people were affected by the alleged breach (including 73 Maine residents). According to the notice, Salesforce notified OneDigital on Aug. 22 of last year of a possible data security event involving Salesforce and Drift, an online chat agent tool. (OneDigital stressed that its own internal network wasn't compromised.) Afterward, OneDigital launched a forensic investigation, determining that between August 12 and August 18, some OneDigital client data stored in Salesforce "was potentially accessed and copied by an unauthorized actor." The compromised data varied by client but included names and Social Security numbers. According to the letter OneDigital is sending to affected Maine residents, the firm has "no evidence of misuse" of the information and says it is "reviewing our policies, procedures, and processes related to the storage of sensitive information." The firm is also offering several months of complimentary credit and identity monitoring services. OneDigital did not have anything additional to add beyond the notice to Maine's Attorney General, and Salesforce did not return a request for comment as of press time. However, a status update about the breach involving the Drift app indicated the breach did not "stem from a vulnerability within the core Salesforce platform, but rather from a compromise" of the Drift connection. OneDigital is the latest industry firm to fall victim to alleged data breaches, many of which have come to light through class-action lawsuits brought by affected customers. According to a data breach notification, Hightower suffered a data breach around Jan. 8, affecting about 131,483 individuals. Harmed customers also filed class-action lawsuits against Ameriprise and Cetera Financial, while a Mercer Advisors lawsuit claimed the firm failed to keep client information safe from a coordinated data breach by ShinyHunters, an infamous cybercrime extortionist outfit. Other alleged industry victims include Edelman Financial Engines, Beacon Pointe and Pathstone. ShinyHunters first hit the cybercrime scene in 2020 with several high-profile incursions, using an approach of stealing data and selling it on dark web forums; in recent years, its targets have included Ticketmaster and AT&T. The cybercriminal network has also targeted Salesforce. According to SecurityWeek, last October, an offshoot of the group claimed it stole data from 39 Salesforce customers, including Albertsons, Fujifilm, Qantas and Vietnam Airlines. Around the same time, another offshoot of the group demanded ransom before leaking customer information from Adidas, Air France, Allianz Life, Cisco, Dior, Disney, FedEx, Google, Home Depot, Toyota and UPS (among others). The RIA is among aggregators (including Captrust, Creative Planning and Mariner) looking to leverage the convergence of retirement plan advice and wealth management. Last year, OneDigital also announced the addition of private market investment options to its personalized portfolio program for 401(k) plan sponsors. Senior Reporter, Wealth Management Patrick Donachie is a senior reporter for Wealth Management, covering federal and state regulation, litigation and M&A deals in financial services. Patrick was born in Staten Island, and now lives in Brooklyn, N.Y.
RIA OneDigital acquired two firms this week as it marches toward adding to its $151B in total assets under advisement.
Invesco launches a CIT with private Real Estate exposure. Elaine Misonzhnik In this article: In the latest move by an asset manager looking to provide private markets exposure to retirement plans, Invesco has announced the launch of Invesco Core Plus Real Estate Trust, a collective investment trust designed exclusively for defined contribution plans that combines exposure to core plus private real estate managed by Invesco Real Estate with allocations to passive U.S. REITs to provide daily liquidity. Invesco Core Plus Real Estate Trust is designed to provide private real estate exposure to a broad range of DC plan types and sizes, including pooled employer plans with custom target date funds, off-the-shelf target date fund providers and managed account portfolios. Invesco Trust Company serves as the trustee and manager for the fund, with Invesco Advisers Inc. acting as a sub-advisor. The launch comes amid an industry-wide push to expand private-market options for retirement plans. That includes the Trump administration's executive order seeking to streamline regulations around their inclusion in retirement plans. While private market asset allocations are already widely used in pension plans and permitted in DC plans, 401(k) plan sponsors have generally had minimal allocations due to concerns about inadvertently violating the Employee Retirement Income Security Act. A 2025 survey of DC plan sponsors by Cerulli Associates found 37% were very interested in learning about the pros and cons of private market investments. The firm forecasts that by 2035, up to 17% of plan sponsors will have a private-market allocation through either a target-date fund or a managed account. "Private market strategies have gained attention among retirement plan sponsors and participants in recent years," said Greg Jenkins, managing director of DC solutions, Invesco, in a statement. "Historically, these strategies in DC plans have been limited. The Invesco Core Plus Real Estate Trust offers sponsors and asset allocators a scalable way to incorporate core plus real estate into DC plans in alignment with long-term retirement objectives." Asset managers have been eager to capitalize on this potential source of demand. Last year, Goldman Sachs Asset Management launched a private credit CIT, Goldman Sachs Collective Trust - Private Credit Fund. In January, national insurance brokerage and financial services provider OneDigital announced it would soon launch CITs incorporating private market investments for DC plan sponsors. In addition, last April, State Street Global Advisors, the asset management arm of State Street Corp., launched target-date funds with exposure to private markets. In May, Empower, the country's second-largest provider of workplace retirement plans, announced a partnership with private investment fund managers and custodians to offer investments through collective investment trusts. In October, Blackstone Inc. created a new group focused on developing funds for retirement accounts.
Advisory M&A news - 2/25/2026. CAPTRUST adds Tampa adviser team; OneDigital acquires Derse Morgan Financial Advisors; Osaic Channel welcomes $1.2 billion Bard Financial Services; and more. Reported by CAPTRUST adds Tampa adviser team. CAPTRUST Financial Advisors announced that Suncoast Prosperity Advisors, a wealth management practice and a division of Tampa, Florida-based Suncoast Equity Management, has joined CAPTRUST. Led by President Jeff Strouse and supported by a team of eight professionals that includes Senior Advisers Beth Neal and Terri Ritchie, Suncoast Prosperity Advisors provides wealth management services to private wealth clients. The firm has approximately $830 million in assets and expands CAPTRUST's presence in Tampa with a second office, in addition to new locations in Sanibel, Florida, and Highlands, North Carolina. Suncoast Equity Management, which will continue operating independently as a boutique investment management company. OneDigital acquires Derse Morgan Financial Advisors. OneDigital Investment Advisors LLC announced the acquisition of Derse Morgan Financial Advisors, an independent financial planning and investment firm with clients across North Carolina, South Carolina and 21 other states. The acquisition expands OneDigital's presence in North Carolina and South Carolina. Led by Managing Partner Tim Alessi, Derse Morgan has served clients for more than 20 years with a focus on individuals, families, professionals and executives in industries such as technology, health care, pharmaceuticals, banking, aviation and motorsports. The Derse Morgan team includes Chief Operating Officer Matthew Shahady, as well as Financial Advisers Tom O'Connor and Ethan Alessi. They will continue to serve their clients while also gaining access to OneDigital's advisers and expanded financial services platforms. As of September 30, 2025, OneDigital oversaw $151 billion in assets under advisement. Derse Morgen reported $330 million in assets under management as of December 31, 2025. Osaic Channel welcomes $1.2B Bard Financial Services. Osaic Inc. announced that Branford, Connecticut-based Bard Financial Services Inc., an advisory firm overseeing $1.2 billion in assets under management, has joined Oasic's Empowered Independence channel. Bard Financial serves clients nationwide, offering comprehensive wealth management and retirement plan services, including 401(k) consulting. Bard Financial has partnered with Osaic since 1986. By transitioning to the Empowered Independence model, its team is aligning its strategy to support succession and operational scale. The team is led by Financial Adviser Kenneth Spitzbard, a 40-year industry veteran, alongside Financial Adviser Partner Jeffrey Welsh, who has 33 years of experience, and Managing Director Julie Cross Hoko, Wealth Adviser Mickey Goldberg and Senior Operations Professional Jackie Weston. Bard Financial will continue to leverage Osaic's brokerage and advisory platform while operating under Osaic's corporate retirement investment adviser. The model provides infrastructure, compliance oversight and technology resources. NewEdge Advisors adds $1B New York team. NewEdge Capital Group LLC announced the affiliation of Seven Bridges Wealth Advisors of White Plains, New York, with NewEdge Advisors, the firm's registered investment adviser. The New York team joins from Ameriprise Financial, where it managed approximately $1 billion in client assets. Led by Managing Partners Max DiSesa, Andrew Buscetto, David Mazzetti and Joseph Femia, Seven Bridges Wealth Advisors has 14 professionals serving entrepreneurs and senior executives with complex planning needs. Founded in December 2020 as NewEdge Wealth, NewEdge has evolved to support both NewEdge Advisors and NewEdge Wealth, serving elite advisers and their clients, with more than $88 billion in client assets as of December 31, 2025. Mid-Atlantic advisers joins Prime Capital Financial. Prime Capital Financial announced its expansion into the Mid-Atlantic region by adding Financial Advisers Joan Greenspon and Amanda Salyer, both based in the Philadelphia area. Greenspon brings more than a decade of experience and provides financial advice across retirement, investments, insurance, tax strategy and estate planning. "Joan's background supporting families through complex financial decisions aligns well with our client-first approach, and we're pleased to have her join the team," said Glenn Spencer, Prime Capital Financial's CEO, in a statement. Salyer is a seasoned financial adviser with experience helping clients with investments, tax strategies, estate planning and retirement planning.
OneDigital strengthens executive leadership team to drive growth and operational excellence. Bill Carew named President; Camry Blaising named Chief Operating Officer. Atlanta, GA - January 22, 2026 - OneDigital, a leading insurance brokerage, financial services, and HR consulting firm, today announced the promotions of Bill Carew to President and Camry Blaising to Chief Operating Officer. These leadership enhancements recognize their long-standing records of driving growth and operational excellence and position the firm to drive enhanced client value, innovation, and operational excellence to accelerate the next phase in the company's growth. Effective immediately, Bill Carew will serve as President, reporting to Adam Bruckman, Chairman and CEO. Carew has been instrumental in OneDigital's evolution into a scaled, national platform, helping guide the firm through a period of exponential growth while strengthening its ability to serve clients holistically. He joined the firm through the acquisition of Ovation Benefits in 2013 and has played a key leadership role in expanding OneDigital's capabilities and geographic footprint. As COO since 2019, Carew has led the strategic alignment of multiple business lines, ensuring they work together seamlessly to deliver greater value for employers and their people, as well as consumers directly. As President, he will oversee OneDigital's regional operations and platform-level businesses, with a continued focus on scale, performance, and client impact. Camry Blaising has been promoted to Chief Operating Officer, reporting to Bill Carew. Blaising brings deep operational and leadership experience to the role, having joined OneDigital in 2019 through the acquisition of Northwestern Benefit, a premier Georgia-based agency, where she served as COO. Since joining OneDigital, Blaising has been a key member of the firm's senior leadership team, leading initiatives that strengthened national practices, enhanced operational capabilities, and supported scalable growth across the organization. As COO, Blaising will continue to oversee day-to-day operations to ensure efficiency, quality, and execution across the business, while leading OneDigital's core national practices and Centers of Excellence, along with corporate operations functions. Bill and Camry have been instrumental in building the high-performance, client-first culture that has fueled OneDigital's growth. They have helped bring its regions, practices, and platforms together in a way that enables OneDigital to scale with intention and deliver more integrated solutions for its clients. Their leadership exemplifies the talent, vision, and commitment that powers OneDigital forward. - Adam Bruckman, Chairman & CEO, OneDigital Coming on the heels of OneDigital's 2025 strategic investment from Stone Point Capital and CPP Investments, these leadership enhancements underscore the company's commitment to building a scalable platform powered by exceptional talent, advanced technology, and integrated solutions. In addition, Erica Zinkie has been promoted to Executive Vice President, Legal & Compliance, reporting to CFO Chuck Ristau, further strengthening OneDigital's high-performing, client-focused executive leadership team. About OneDigital. OneDigital's team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Its insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for its culture of caring, OneDigital's teams enable employers and individuals to do their best work and live their best lives. Employers and individuals rely on its teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors LLC. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit OneDigital.com.