Senior Director, Retirement Plan Consulting - 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-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 

• 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.