OneDigital
Senior Director, Client Relations - Hybrid (Atlanta, GA)
OneDigital, Atlanta, Georgia, United States, 30383
Overview
Senior Director, Client Relations - Hybrid (Atlanta, GA) at OneDigital. This role focuses on building and managing strong relationships with assigned retirement plan clients, ensuring satisfaction, and driving long-term value for both the client and OneDigital. The role leverages expertise in plan design, investment management, regulatory compliance, and OneDigital’s broader offerings to become a trusted advisor, identify opportunities for cross-sale and revenue growth. Summary
This position is critical for maintaining client relationships, guiding retirement plan services, and ensuring regulatory compliance while delivering high levels of client satisfaction and identifying opportunities to expand OneDigital's services with existing clients. Responsibilities
Lead all aspects of assigned client relationships, collaborating with plan sponsors to understand needs, goals, and strategic objectives. Develop and execute a customized relationship strategy aligned with each client’s situation to maximize plan effectiveness. Foster open communication and serve as the primary contact for all retirement plan-related matters. Proactively address client concerns and inquiries to ensure satisfaction with OneDigital’s services. Provide ongoing support through team collaboration on investment management options, regulatory compliance, and fiduciary best practices. Coordinate regular plan reviews and analyses to ensure ERISA compliance and IRS testing requirements (non-discrimination testing). Offer expert consultation on regulatory updates that may impact clients’ plans. Use plan statistics and insights to identify improvement opportunities and enhance client satisfaction. Conduct benchmarking due diligence to ensure plans meet industry standards and remain competitive. Coordinate RFP fulfillment to demonstrate OneDigital’s capabilities and value proposition. Stay informed of industry trends and regulatory changes to ensure client plan compliance. Provide ongoing consultation regarding plan needs, amendments, and recommended adjustments when necessary. 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 to maintain a high level of expertise. Contribute to a collaborative, client-centric team environment with 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, PowerPoint). Experience maintaining client information in a CRM; Salesforce preferred. Proven ability to multi-task and manage priorities effectively. Ability to adapt to a rapidly changing business and technology environment. Continual learner mentality; able to adopt new solutions and interpret new laws for prospective clients. Ability to maintain confidentiality of highly sensitive client information. Regular and predictable attendance required. Business travel up to 25%. Education, Training and Experience
Bachelor’s degree in Business, Economics, Finance, or related field (preferred) or relevant experience in retirement plan service. Must possess a valid relevant securities license. 8+ years of retirement plan related experience required. 2+ years of experience leading and mentoring teams. Compensation and Benefits
Your base pay is dependent upon skills, education, qualifications, professional experience, and location. Some roles may be eligible for variable compensation, commission, and/or annual bonus based on performance. Eligible employees receive health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. Reimbursement of job-related expenses per policy and possible employee perks and discounts. Company Information
To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. We are committed to cultivating and preserving a culture that celebrates diversity and inclusion. 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 regardless of protected characteristics as defined by federal, state, and local laws. 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 where applicable. For details, see the linked ordinances. OneDigital complies with all criminal history inquiry laws in the listed states. In short, we hire the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies, we are happy to discuss upon receiving your application. OneDigital understands the role of AI in the recruitment process. We may use AI to filter candidates and rediscover potential candidates. If you have concerns about our use of AI, you may opt out where allowed by law. Thank you for your interest in joining OneDigital. Seniority level
Director Employment type
Full-time Job function
Business Development and Sales Industries: Business Consulting and Services Referrals increase your chances of interviewing at OneDigital by 2x
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Senior Director, Client Relations - Hybrid (Atlanta, GA) at OneDigital. This role focuses on building and managing strong relationships with assigned retirement plan clients, ensuring satisfaction, and driving long-term value for both the client and OneDigital. The role leverages expertise in plan design, investment management, regulatory compliance, and OneDigital’s broader offerings to become a trusted advisor, identify opportunities for cross-sale and revenue growth. Summary
This position is critical for maintaining client relationships, guiding retirement plan services, and ensuring regulatory compliance while delivering high levels of client satisfaction and identifying opportunities to expand OneDigital's services with existing clients. Responsibilities
Lead all aspects of assigned client relationships, collaborating with plan sponsors to understand needs, goals, and strategic objectives. Develop and execute a customized relationship strategy aligned with each client’s situation to maximize plan effectiveness. Foster open communication and serve as the primary contact for all retirement plan-related matters. Proactively address client concerns and inquiries to ensure satisfaction with OneDigital’s services. Provide ongoing support through team collaboration on investment management options, regulatory compliance, and fiduciary best practices. Coordinate regular plan reviews and analyses to ensure ERISA compliance and IRS testing requirements (non-discrimination testing). Offer expert consultation on regulatory updates that may impact clients’ plans. Use plan statistics and insights to identify improvement opportunities and enhance client satisfaction. Conduct benchmarking due diligence to ensure plans meet industry standards and remain competitive. Coordinate RFP fulfillment to demonstrate OneDigital’s capabilities and value proposition. Stay informed of industry trends and regulatory changes to ensure client plan compliance. Provide ongoing consultation regarding plan needs, amendments, and recommended adjustments when necessary. 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 to maintain a high level of expertise. Contribute to a collaborative, client-centric team environment with 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, PowerPoint). Experience maintaining client information in a CRM; Salesforce preferred. Proven ability to multi-task and manage priorities effectively. Ability to adapt to a rapidly changing business and technology environment. Continual learner mentality; able to adopt new solutions and interpret new laws for prospective clients. Ability to maintain confidentiality of highly sensitive client information. Regular and predictable attendance required. Business travel up to 25%. Education, Training and Experience
Bachelor’s degree in Business, Economics, Finance, or related field (preferred) or relevant experience in retirement plan service. Must possess a valid relevant securities license. 8+ years of retirement plan related experience required. 2+ years of experience leading and mentoring teams. Compensation and Benefits
Your base pay is dependent upon skills, education, qualifications, professional experience, and location. Some roles may be eligible for variable compensation, commission, and/or annual bonus based on performance. Eligible employees receive health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. Reimbursement of job-related expenses per policy and possible employee perks and discounts. Company Information
To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. We are committed to cultivating and preserving a culture that celebrates diversity and inclusion. 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 regardless of protected characteristics as defined by federal, state, and local laws. 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 where applicable. For details, see the linked ordinances. OneDigital complies with all criminal history inquiry laws in the listed states. In short, we hire the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies, we are happy to discuss upon receiving your application. OneDigital understands the role of AI in the recruitment process. We may use AI to filter candidates and rediscover potential candidates. If you have concerns about our use of AI, you may opt out where allowed by law. Thank you for your interest in joining OneDigital. Seniority level
Director Employment type
Full-time Job function
Business Development and Sales Industries: Business Consulting and Services Referrals increase your chances of interviewing at OneDigital by 2x
#J-18808-Ljbffr