Client Relationship Manager - Hybrid

OneDigital; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

OneDigital, a leading financial services provider, seeks a Client Relationship Manager to support retirement plan clients. This critical role involves managing client relationships, ensuring satisfaction, and identifying growth opportunities. Candidates should possess strong analytical skills along with at least five years of relevant experience, and a bachelor's degree in a related field is preferred. A commitment to client confidentiality and understanding of regulatory compliance is crucial for success in this role.

Benefits

Health and wellbeing benefits

Paid time off

Overtime pay for non-exempt employees

Employee perks and discounts

Qualifications

• 5+ years of retirement plan related experience required.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Ability to work independently and make decisions.

Responsibilities

• Lead assigned client relationships, understanding needs and strategic objectives.
• Design and implement comprehensive retirement plan solutions.
• Identify cross-sale opportunities and participate in the RFP process.

Skills

Communication

Presentation

Interpersonal Skills

Multi-tasking

Confidentiality

Compliance Knowledge

Analytical Skills

Education

Bachelor's degree in Business, Economics, Finance, or related field

Valid relevant securities license

Tools

CRM (Salesforce preferred)

Microsoft Office Suite

Job description

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.

Our Newest Opportunity:

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, 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.

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

• 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.

• 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.

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.

• Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire.

• 5+ years of retirement plan related experience required

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

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. 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 their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

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 [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

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 advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, 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!