Overview
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. New Opportunity The Client Relationship Manager 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. The Client Relationship Manager 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. Retirement Plan Services
Collaborate with internal specialists to design and implement comprehensive retirement plan solutions for clients, considering factors such as plan type, investment options, and participant demographics. Provide ongoing support and guidance regarding investment management options, adhering to all regulatory guidelines and fiduciary best practices. 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. Business Development and Growth
Identify and pursue cross-sale opportunities within your client base, leveraging OneDigital’s suite of services to address a broader range of client needs. Play a key role in the RFP process, leading due diligence efforts and highlighting OneDigital's capabilities and value proposition. Collaborate with internal teams to generate leads through vertical integration initiatives, ensuring a seamless client experience. Utilize plan statistics and insights to identify areas for plan improvement and enhance client satisfaction. Additional Responsibilities
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. Qualifications, Skills and 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%. Education, Training and Experience
Bachelor’s degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service. 2-3 years of retirement plan related experience required. Compensation and Benefits
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: or access our careers page for more information. Equal Opportunity and Hiring Policies
OneDigital is an equal opportunity employer. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of protected characteristics. A copy of the Federal EEO poster is linked below. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. The following ordinances are linked to inform you of your rights as an applicant: City and County of San Francisco; City of Los Angeles; County of Los Angeles. Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry laws where applicable. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize AI technologies to enhance our recruitment process. AI helps filter candidates based on qualifications and to rediscover potential candidates from our applicant pool. AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!
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When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. New Opportunity The Client Relationship Manager 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. The Client Relationship Manager 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. Retirement Plan Services
Collaborate with internal specialists to design and implement comprehensive retirement plan solutions for clients, considering factors such as plan type, investment options, and participant demographics. Provide ongoing support and guidance regarding investment management options, adhering to all regulatory guidelines and fiduciary best practices. 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. Business Development and Growth
Identify and pursue cross-sale opportunities within your client base, leveraging OneDigital’s suite of services to address a broader range of client needs. Play a key role in the RFP process, leading due diligence efforts and highlighting OneDigital's capabilities and value proposition. Collaborate with internal teams to generate leads through vertical integration initiatives, ensuring a seamless client experience. Utilize plan statistics and insights to identify areas for plan improvement and enhance client satisfaction. Additional Responsibilities
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. Qualifications, Skills and 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%. Education, Training and Experience
Bachelor’s degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service. 2-3 years of retirement plan related experience required. Compensation and Benefits
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: or access our careers page for more information. Equal Opportunity and Hiring Policies
OneDigital is an equal opportunity employer. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of protected characteristics. A copy of the Federal EEO poster is linked below. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. The following ordinances are linked to inform you of your rights as an applicant: City and County of San Francisco; City of Los Angeles; County of Los Angeles. Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry laws where applicable. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize AI technologies to enhance our recruitment process. AI helps filter candidates based on qualifications and to rediscover potential candidates from our applicant pool. AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!
#J-18808-Ljbffr