Client Relationship Manager - Hybrid (Orlando, FL)

Digital Insurance LLC; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Wellbeing program

Retirement plan

Financial rewards

Paid time off

Learning & development

Expense reimbursement

Employee discounts

Job summary

OneDigital is seeking a Retirement Plan Relationship Manager to build and manage relationships with assigned retirement plan clients, ensuring satisfaction and long-term value. You will apply expertise in plan design, regulatory compliance and OneDigital’s offerings to become a trusted advisor.

Responsibilities include coordinating plan reviews, supporting ERISA compliance, and identifying cross-sale opportunities while upholding client confidentiality. Travel up to 25% may be required.

Qualifications

• Knowledge of ERISA regulations and fiduciary best practices.
• Excellent written and verbal communication skills.
• Ability to work independently and manage priorities.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience using a CRM system, preferably Salesforce.
• Strong multi-tasking and time-management abilities.
• Ability to handle confidential client information securely.
• Willingness to travel up to 25%.
• Adaptability to changing business and tech environments.
• Commitment to ongoing learning and solution adoption.

Responsibilities

• Lead client relationships with plan sponsors and understand their needs.
• Develop and execute a customized relationship strategy.
• Be the primary client contact for retirement plan matters.
• Address client concerns and ensure satisfaction with OneDigital’s services.
• Collaborate to design and implement retirement plan solutions.
• Provide ongoing support on investment options and compliance.
• Coordinate plan reviews to ensure ERISA and IRS testing compliance.
• Offer regulatory updates and insights to clients.
• Use plan analytics to identify improvements and value for clients.

Skills

ERISA regulations

Communication

Independent work

Salesforce

MS Office

Time management

Confidentiality

Travel readiness

Education

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

5+ years retirement plan experience

Tools

Salesforce CRM

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.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

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.

• eligible employees health
• wellbeing
• retirement
• other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per the company policy
• 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 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 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.

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!