SummaryThis role is responsible for owning and strategically growing an established book of retirement plan clients while contributing to the broader development of the consulting practice. This position involves leading complex retirement plan engagements, serving as a trusted advisor to plan sponsors, and effectively communicating the full OneDigital value proposition to both prospective and existing clients. This role leads internal service teams to deliver exceptional client outcomes and drives long-term retention across a sophisticated client base.
Essential Duties and Responsibilities (includes but is not limited to):Client GrowthThis may represent a significant emphasis of the role or one component of a broader client relationship function, depending on role focus.
- Maintain a comprehensive understanding of OneDigital's full suite of employer-facing solutions in order to effectively position and drive adoption of the right resources for each client's needs.
- Identify and pursue opportunities to introduce other OneDigital verticals and service lines to both prospective and existing clients, deepening the breadth of value delivered and strengthening overall retention.
- Coordinate or support RFP fulfillment processes, leveraging market, regional, and national resources to present OneDigital's capabilities and value proposition effectively.
- Participate in industry events, conferences, and prospect-facing engagements to build market presence and generate opportunities.
Client Relationship Management & RetentionWhere this role includes ongoing client relationship ownership, the following responsibilities apply. Where business development is a primary focus, relationship responsibilities may be shared with or transitioned to Consultant-level team members.
- Serve as the primary owner of an established book of client relationships, maintaining accountability for client satisfaction, retention, and overall relationship health across a complex and high-value client base.
- Develop and execute sophisticated relationship strategies tailored to each client's goals, plan design, and long-term organizational objectives.
- Lead client meetings, strategic reviews, and plan sponsor communications, coordinating with other Consultants, Client Relationship Managers, and internal specialists to ensure seamless, high-quality delivery.
- Maintain continuity of the client relationship through transitions in team structure, plan design, or business conditions, serving as a stabilizing force for clients and internal teams alike.
Plan Consulting & Advisory ServicesThe degree to which this role personally delivers versus coordinates consulting services will vary based on team structure and market model.
- Lead the delivery of strategic retirement plan consulting to clients - including complex plan design, benchmarking, investment menu analysis, and fiduciary guidance - performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
- Leverage market, regional, and national resources to support participant education and engagement; coordinate with Employee Engagement Managers for group education delivery and connect participants to Financial Advisors for individual financial planning needs where applicable.
- Advise clients on regulatory and legislative developments affecting their plans, drawing on internal compliance resources and plan administration specialists to support analysis and recommendations.
- Facilitate fiduciary training for plan sponsors, leveraging national resources and best-practice frameworks where available, to ensure clients understand their responsibilities and obligations under ERISA.
- Where applicable, utilize OneDigital's internal retirement plan administration team to support testing, plan amendments, compliance strategies, and other plan administration needs.
Team Coordination & Specialist LeverageRegardless of role focus, all incumbents are expected to operate within and contribute to OneDigital's team-based service model.
- Function as the quarterback of the client relationship, providing direction and prioritization across the service team - including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors - to deliver a coordinated, high-quality client experience.
- Identify gaps in service delivery and proactively redirect internal resources - whether local, regional, or national - to maintain client satisfaction and operational continuity.
- Embrace and model OneDigital's evolving team-based service model, actively working to shift execution toward specialists in order to increase capacity, scalability, and client impact.
- Contribute to the development of junior consulting team members, sharing expertise and best practices to elevate the broader practice.
Compliance & Regulatory Expertise- Conduct or coordinate benchmarking due diligence to ensure clients' plans remain competitive and compliant with industry standards.
- Stay informed of ERISA regulations, fiduciary best practices, and relevant legislative changes; apply that knowledge directly to client plan recommendations and proactively communicate relevant updates to clients.
Qualifications, Skills and Requirements:- Proven track record of success in retirement plan consulting and client relationship management across a complex book of business.
- Deep understanding of ERISA regulations and fiduciary best practices.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work and make decisions independently, including on complex or sensitive client matters.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Demonstrated discipline maintaining client and pipeline information in a CRM; Salesforce preferred.
- Proven success with multi-tasking and managing priorities across a high-volume book of business.
- 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 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%.
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
Education, Training and Experience:- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan consulting.
- Must possess a valid relevant securities license.
- 7+ years of experience in retirement plan consulting and/or sales (10+ years preferred).
- 2+ years of experience leading, mentoring, or coordinating teams (preferred).
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
