Our Newest Opportunity: Summary:This role is responsible for managing and growing a book of retirement plan clients while developing the depth of expertise and client ownership that defines a senior consulting career. This position involves designing and implementing retirement plan structures, building trusted plan sponsor relationships, and actively communicating the broader OneDigital value proposition to both prospective and existing clients. This role works with internal service teams to deliver an exceptional client experience and drive long-term retention.
Essential Duties and Responsibilities (includes but is not limited to): Business Development & Client Growth Business development may be a formal or informal expectation of this role depending on market and team structure.
- Maintain a comprehensive understanding of OneDigital's full suite of employer-facing solutions in order to effectively position 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.
- Where a formal new logo sales goal is assigned, develop and manage a pipeline of prospective clients through referrals, COI relationships, convergence leads, and other business development channels, guiding prospects through the full sales cycle and closing new business against defined targets.
- 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 & Retention This role is expected to develop and maintain direct ownership of client relationships, building toward a fully independent book of business.
- Serve as the relationship owner for an assigned book of clients, building accountability for client satisfaction, retention, and overall relationship health.
- Develop and execute relationship strategies tailored to each client's goals, plan design, and organizational objectives, with increasing independence over time.
- Lead or participate in client meetings, strategic reviews, and plan sponsor communications, coordinating with Client Relationship Managers and other internal specialists to ensure seamless delivery.
- Maintain continuity of client relationships through transitions in team structure, plan design, or business conditions.
Plan Consulting & Advisory Services The degree to which this role personally delivers versus coordinates consulting services will vary based on team structure and market model.
- Provide retirement plan consulting to clients - including 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.
- 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 Leverage Incumbents are expected to actively develop proficiency in OneDigital's team-based service model, learning to leverage specialists to increase capacity and client impact.
- Coordinate the activities of the client service team - including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors - to deliver a cohesive, 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.
- Build proficiency in OneDigital's team-based service model, actively developing the ability to leverage specialists to increase capacity and client impact.
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 to client plan recommendations and communicate relevant updates proactively.
Qualifications, Skills and Requirements: - Growing track record of success in retirement plan consulting and/or sales.
- 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 and pipeline 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 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 services.
- Must possess a valid relevant securities license.
- 5+ years of retirement plan related experience required.
- 2-5 years of industry-related sales or consulting experience 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.
The information below is for internal use only. Pre-hire Screening Requirements: Registration and Licensure - This role is required to be licensed in order to be registered as an IAR of OneDigital Investment Advisors.
- License requirements may be legally met through the options outlined below. The hiring manager should select the appropriate license pathway for each role based on business needs, updating the job description as necessary to reflect that decision.
Preferred Pathways: - Certified Financial Planner® (CFP®)
- Chartered Financial Analyst® (CFA®)
- Chartered Investment Counselor (CIC)
- Chartered Financial Consultant® (ChFC®)
- Personal Financial Specialist (PFS)
Limited Pathway (Series 7/66): - Candidates holding a Series 7 plus Series 66 may be eligible for IAR registration; however, this pathway is only available in branches with an active broker-dealer designation and appropriate supervision structure. As OneDigital continues to consolidate broker-dealer operations, this option is increasingly limited.
- Candidates with a Series 7 and 66 in a non-broker-dealer branch may be eligible to enroll in MQP and EVEP, pausing their registration for up to five years without retaking exams. In order to remain registered long term, the candidate will be required to obtain a Series 65 or qualifying designation during that period. Hiring managers and recruiters should discuss these options early in the hiring process with ODIA Compliance.
- If a license or designation is not currently held by a candidate, the offer letter must include:
- An unlicensed title to be used until licensure.
- A statement affirming the candidate's understanding that they must be licensed and registered within a certain period of time and that they may not offer investment advice until registration is confirmed. This verbiage will be provided by Compliance when a candidate is approved by the Licensing Committee.
PAC Notes - "Senior" may be added to this title to recognize increased experience or expertise within a particular level that does not require an update in job description. To update a title to include Senior, utilize the base title Job Profile and update the Business Title. Do not create a new Job Profile to accommodate.
- Hiring managers may customize this job description based on their specific needs. HR/Talent Management should provide oversight to ensure additional duties still reflect the primary intent of the role and reach out to the Financial Services Chief of Staff team when questions arise.
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
