🚀 Senior Director, Client Relations - Hybrid (Atlanta, GA)

When 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:

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, investment management, regulatory compliance, and OneDigital’s broader offerings to become a trusted advisor to clients, exceeding their expectations and identifying opportunities for cross-sell 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

• 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.

• Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.

• Coordinate RFP fulfillment, demonstrating 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, potential changes, amendments, and recommend adjustments when necessary.

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 services.

• Must possess a valid relevant securities license.

• 8+ years of retirement plan related experience required.

• 2+ years of experience leading and mentoring teams.

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. 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:

OneDigital is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We believe that the power of ONE starts with you. We are dedicated to cultivating a culture that values diversity, equity, and inclusion, and ensures our people feel seen, valued, respected, and supported.

OneDigital provides equal employment opportunities regardless of veteran status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin, disability, genetic information, or any other protected characteristic. A copy of the Federal EEO poster is linked here .

We consider qualified applications with arrest or conviction records in accordance with applicable laws. For more information on our policies and rights, see the linked ordinances and laws.

We utilize advanced AI technologies in our recruitment process to enhance efficiency and candidate matching. If you have concerns about AI use, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!