Senior Retirement Plan Consultant

OneDigital; Charlotte (NC); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

OneDigital in Charlotte, NC seeks a Senior Retirement Plan Consultant to manage and grow a book of retirement plan clients, design plan structures, and build trusted sponsor relationships. You will work with internal teams to deliver an exceptional client experience and drive long-term retention.

The role emphasizes retirement plan design, fiduciary guidance, and coordination with Investment Consultants and Financial Advisors to support client education and plan administration needs.

Competenze

• Growing track record of success in retirement plan consulting and/or sales.
• 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 and pipeline 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 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%.
• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.

Mansioni

• Manage and grow a book of retirement plan clients.
• Design and implement retirement plan structures.
• Build trusted plan sponsor relationships and communicate OneDigital value.
• Deliver retirement plan consulting and coordinate with internal specialists.
• Support participant education and connect clients to Financial Advisors.
• Lead client meetings and ensure retention and satisfaction.
• Coordinate service delivery with Client Relationship Managers, Investment Consultants, and Advisors.

Conoscenze

Retirement plan consulting

Sales

Client relationship management

Communication

CRM (Salesforce)

Formazione

Bachelor’s degree in Bus./Finance/ Econ or related

Valid securities license

Strumenti

Salesforce

Microsoft Office

Descrizione del lavoro

OneDigital in Charlotte, NC seeks a Senior Retirement Plan Consultant to manage and grow a book of retirement plan clients, design plan structures, and build trusted sponsor relationships. You will work with internal teams to deliver an exceptional client experience and drive long-term retention.

The role emphasizes retirement plan design, fiduciary guidance, and coordination with Investment Consultants and Financial Advisors to support client education and plan administration needs.