Client Relationship Manager - Hybrid (Orlando, FL)

OneDigital Investment Advisors LLC; Orlando (FL); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Overtime pay

Learning and development

Expense reimbursement

Employee discounts

Job summary

OneDigital is seeking a seasoned Retirement Plan Relationship Manager to build and manage relationships with retirement plan clients, ensuring satisfaction and long-term value. You will leverage expertise in plan design, ERISA compliance, and OneDigital offerings to advise clients and identify cross-sale opportunities.

The role emphasizes fiduciary best practices, plan reviews, and collaboration with internal specialists to deliver tailored retirement solutions while driving growth and client

Qualifications

• Bachelor's degree in Business, Economics, Finance, or related field.
• 5+ years retirement plan related experience.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency with Microsoft Office Suite; CRM experience with Salesforce.

Responsibilities

• Lead all aspects of assigned client relationships, collaborating with plan sponsors to understand needs and strategic objectives.
• Collaborate with internal specialists to design and implement retirement plan solutions while ensuring regulatory compliance.
• Conduct regular plan reviews and provide expert consultation on regulatory updates and fiduciary best practices.

Skills

ERISA regulations

Communication

Independent work

Multitasking

Adaptability

Confidentiality

Attendance

Travel readiness

Education

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

Tools

Salesforce

Microsoft Office

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.

Job 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.

Core Responsibilities

• 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.

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employeesRobust learning and development programs
• Reimbursement of job-related expenses per the company policy
• Employee perks and discounts

OneDigital is a 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 Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply 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, NewMexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background.

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! OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability.

Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total‑wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us onLinkedIn