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