Investment Platform Analyst

Summary:

The Investment Platform Analystis responsible foroverseeing the operational implementation of investment strategies for newlyacquiredwealth 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 operationalprocesswith 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 frominitialstrategyselectionthrough 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.Approximately65-75% of the role focuses on acquisition integration and platform conversions while the remaining25-35% supports ongoing investment operations platform administration and data quality initiatives across the firmsinvestmenttechnology 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 withclientportfoliomanagers 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 have a minimum of 2yearsof 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 SchwabRaymond James or similar advisor technology platforms preferred

• Experience managing cross-functional projects and operational initiatives preferred

• Knowledge of programmatic analysis tools a plus (Python RMATLAB)