Client Relationship Manager - Hybrid (Orlando, FL)

OneDigital; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Learning & development

Employee perks

Job summary

OneDigital in Orlando is seeking a seasoned Retirement Plan Relationship Manager to nurture and grow assigned client relationships, ensuring satisfaction and long-term value.

You will design plan solutions, advise on regulatory updates, monitor ERISA compliance, and coordinate with internal experts to deliver fiduciary guidance. The role requires 5+ years in retirement plans, strong communication, CRM experience (Salesforce preferred), and the ability to travel up to 25%.

Qualifications

• Bachelor’s degree in Business, Economics, Finance, or related field (preferred) or relevant retirement-plan experience.
• 5+ years of retirement plan experience required.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• CRM experience, Salesforce preferred.

Responsibilities

• Lead all aspects of assigned client relationships with plan sponsors.
• Develop and execute a customized relationship strategy that aligns with each client’s situation.
• Foster open communication and act as primary contact for retirement plan matters.
• Proactively address client concerns to ensure satisfaction with OneDigital’s services.
• Collaborate with internal specialists to design and implement retirement plan solutions.
• Provide ongoing support on investment management options and regulatory guidelines.
• Coordinate regular plan reviews to ensure ERISA compliance and IRS testing requirements.
• Offer expert consultation on regulatory updates impacting client plans.
• Utilize plan statistics to identify areas for improvement and client satisfaction.

Skills

ERISA

Communication

Independent work

Microsoft Office

Salesforce CRM

Multitasking

Adaptability

Continuous learning

Confidentiality

Attendance

Travel

Education

Bachelor’s degree in Business/Finance

Tools

Salesforce

Job description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity:

Summary:

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 through leveraging team expertise 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.

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.

• 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.

A copy of the Federal EEO poster is linked here. 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”).

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

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

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.

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.

Thank you for your interest in joining the OneDigital team!