Job Description
About the position This role is critical for building and managing strong relationships with assigned retirement plan clients, ensuring their satisfaction, and driving long-term value for both the client and OneDigital. This role will leverage their expertise in plan design, investment management, regulatory compliance and OneDigital's broader offerings to become a trusted advisor to clients, exceeding their expectations and identifying opportunities for cross-sale and revenue growth. Responsibilities • Lead all aspects of assigned client relationships, working closely with plan sponsors to understand their unique needs, goals, and strategic objectives. • Develop and execute a customized relationship strategy that aligns with each client's specific situation and maximizes their plan's effectiveness. • Foster open communication and build strong, trusting relationships with clients, acting as their primary point of contact for all retirement plan-related matters. • Proactively address client concerns and inquiries, ensuring their satisfaction with OneDigital's services. • Provide ongoing support through leveraging team expertise regarding investment management options, adhering to all regulatory guidelines and fiduciary best practices. • Coordinate the team to conduct regular plan reviews and analysis to ensure compliance with ERISA regulations and IRS testing requirements (non-discrimination testing). • Offer expert consultation on regulatory and legislative updates that may impact clients' plans. • Utilize plan statistics and insights to identify areas for plan improvement and enhance client satisfaction. • Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards. • Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition. • Stay informed of industry trends and regulatory changes to ensure client plan compliance. • Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary. • Stay up to date on industry trends and best practices in retirement plan design, investment management, and regulatory compliance. • Participate in ongoing training and development opportunities to maintain a high level of expertise. • Contribute to a collaborative and client-centric team environment, fostering open communication and knowledge sharing. Requirements • Strong understanding of ERISA regulations and fiduciary best practices. • Excellent communication, presentation, and interpersonal skills. • Ability to work and make decisions independently. • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). • Demonstrated discipline maintaining client information in a CRM, Salesforce preferred. • Proven success with multi-tasking and managing priorities effectively. • Ability to adapt to a rapidly changing business and technology environment. • Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients. • Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. • Regular and predictable attendance is required. • Business travel up to 25%. Nice-to-haves • Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service. • Must possess a valid relevant securities license. • 8+ years of retirement plan related experience required. • 2+ years of experience leading and mentoring teams. Benefits • Health benefits • Wellbeing benefits • Retirement benefits • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses • Employee perks and discounts Apply tot his job