Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)

OneDigital; San Francisco, Northern (CA, KY); Remote; USD 150,000 - 175,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Learning and development programs

Job summary

OneDigital is seeking a Senior Client Relationship Manager to own the client relationship end-to-end for retirement plan sponsors and provider partners in a hybrid Walnut Creek, CA setting.

You will partner with Plan Advisors, manage governance calendars and reports, and coordinate with internal/external teams to deliver high-quality client service and engagement initiatives.

Qualifications

• Five to 10 years of experience in the financial services industry, with direct experience supporting retirement plan clients (e.g., 401(k), 403(b), and/or non-qual plans).
• Experience managing ongoing client service delivery and complex workflows across internal and external stakeholders.
• Strong understanding of capital markets and retirement plan investment vehicles.
• Knowledge of ERISA and other retirement plan-related regulations (e.g., DOL, IRS).
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint, Teams), SharePoint, Zoom, and Salesforce.

Responsibilities

• Own and manage the client relationship end-to-end as a non-producing relationship manager, serving as the primary point of contact for plan sponsors and provider partners.
• Provide excellent client service that aligns with OneDigital’s values and reputation.
• Partner with the Plan Advisor to build and execute annual service and relationship plans, including governance calendars, deliverables, and client communications.
• Organize fiduciary review meetings, coordinate with provider partners on action items and deliverables, and create agendas, meeting minutes, and follow-up communications.
• Review and prepare quarterly investment and fiduciary reports and support benchmarking and fee analysis activities.

Skills

Relationship management

Client service

Communication

Time management

Team collaboration

Education

FINRA Series 65

Tools

Salesforce

SharePoint

Microsoft 365

Job description

## Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)Applylocations: San Francisco, CAtime type: Full timeposted on: Posted Todayjob requisition id: R9326When 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:**The Senior Client Relationship Manager partners closely with Plan Advisors and internal specialists to develop relationship strategies, support fiduciary wellness, and drive timely execution of ongoing plan governance, benchmarking, and participant engagement activities. The ideal candidate is self-directed and resourceful, able to anticipate needs, navigate complex questions by leveraging available resources, and collaborate effectively within a team environment to deliver consistent, high-quality outcomes.**Essential Duties and Responsibilities (include but are not limited to):*** Own and manage the client relationship end-to-end as a non-producing relationship manager, serving as the primary point of contact for plan sponsors and provider partners.* Provide excellent client service that aligns with our company’s values and reputation.* Partner with the Plan Advisor to build and execute annual service and relationship plans, including governance calendars, deliverables, and client communications.* Participate and collaborate with the retention team’s client servicing efforts and practices.* Organize fiduciary review meetings, coordinate with provider partners on action items and deliverables, and create agendas, meeting minutes, and follow-up communications.* Review and prepare quarterly investment and fiduciary reports and support benchmarking and fee analysis activities.* Update client records and workflows in Salesforce (CRM) and fi360/Toolkit (investment monitoring system) to ensure accurate documentation and follow-through.* Research client inquiries regarding plan compliance and operations, proactively leveraging internal resources and escalating appropriately to advisors, specialists, and external partners.* Work with service partners to provide day-to-day support to plan administrators and participants.* Oversee plan conversion projects, coordinate implementation timelines, and support provider relationship management.* Work with internal OneDigital partners on joint client initiatives and bring the right experts to the table to solve client needs.* Facilitate participant education initiatives and collaborate with lead financial coach(es) assigned (as applicable).* Support and facilitate year-end compliance processes and plan audits as needed.**Qualifications, Skills and Requirements:*** To succeed in this role, you bring initiative and a positive can-do mindset, with demonstrated ability to manage multiple client relationships end-to-end in a consultative, non-producing capacity.* You can identify and act on change signals within client organizations to help protect retention and surface growth opportunities in partnership with the Plan Advisor and internal teams.* You are self-directed and resourceful. You proactively identify what needs to be done, locate the right information and partners, and drive issues to resolution with strong attention to detail and follow-through.* You demonstrate exceptional interpersonal and relationship management skills, communicate clearly in writing and verbally, and can adjust your communication style to the audience and setting (including presenting in client and committee meetings).* You are highly organized with strong time and priority management skills, and you collaborate effectively within a team environment, including partnering with Plan Advisors, internal specialists, and external service providers.* You are adaptable in a rapidly changing business and technology environment and stay current on industry, regulatory, and business best practices.* You must acknowledge and adhere to OneDigital’s Code of Ethics.**Education, Training and Experience:*** Five to 10 years of experience in the financial services industry, with **direct experience** supporting retirement plan clients (e.g., 401(k), 403(b), and/or non-qual plans).* Demonstrated experience managing ongoing client service delivery and complex workflows across internal and external stakeholders.* Strong understanding of capital markets and retirement plan investment vehicles.* FINRA Series 65 required (or ability to obtain within 3 to 6 months of hire).* Working knowledge of ERISA and other retirement plan-related regulations (e.g., DOL, IRS).* Proficiency with Microsoft 365 (Word, Excel, PowerPoint, Teams), SharePoint, Zoom, and Salesforce.* Professional designations (such as C(k)P, CPFA, AIF) preferred but not required.The typical base pay range for this role is $150,000 - $175,000Your 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/careersOneDigital 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 FrancsicoCity of Los AngelesCounty of Los AngelesEmployment 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!