This position plays a critical role in supporting OneDigital's retirement plan services by providing advanced investment expertise, analysis, and solutions. This role will collaborate with internal teams to conduct in-depth analysis of plan options, identify investment trends, and develop data-driven recommendations for plan sponsors.

Essential Duties and Responsibilities (includes but is not limited to):

• Conduct comprehensive analysis of retirement plan investment options, including asset allocation, performance, and fees.

• Provide advanced investment expertise and support to Sales and Service teams.

• Collaborate with the Advisor and Service teams to actively monitor client portfolios and recommend investment strategies.

• Lead the process of analyzing potential fund changes and facilitate informed decision-making within the team.

• Identify emerging investment trends and opportunities, highlighting potential solutions for plan sponsors.

• Offer in-depth insights and talking points on mutual funds for client communication.

Qualifications, Skills and Requirements:

• Strong analytical skills and the ability to translate complex investment data into clear and actionable insights for plan sponsors.

• Excellent communication and presentation skills to effectively present investment recommendations and industry trends.

• Proven ability to collaborate effectively with internal teams to deliver exceptional client service.

• Deep understanding of fiduciary governance principles and best practices in retirement plan management.

• Entrepreneurial spirit and a collaborative approach to problem-solving.

• Self-motivated with a commitment to excellence and a high level of integrity.

• Strong understanding of ERISA regulations and fiduciary best practices.

• 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.

• This role is required to be licensed in order to be registered as an IAR of OneDigital Investment Advisors.

• 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.

• 8+ years of experience in investment management with a focus on defined contribution and defined benefit retirement plans.

Other:

This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

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: www.onedigital.com/careers