Manager of Retirement Investment Services - Remote

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Job Description 

The Manager, Retirement Investments is a key member of the Retirement Solutions Team working closely and collaboratively with other members of the Retirement, Investment, field advisor teams, and strategic partners. The Manager’s primary responsibilities include the oversight and support of our Complete Retirement Solution (CRS) investment menus, nationally supported Pooled Employer Plan (PEP) 3(38) client investment menus, Collective Investment Trust oversight and support, oversight and support of our investment monitoring system, set up and administration of Personalized Portfolios, our advisor managed account solution, and general investment support for our field advisors. 

Responsibilities 

• Oversight of CRS client 3(38) investment menus: Oversee all CRS client investment menus ensuring compliance with ERISA section 3(38) and that client investment menus meet the needs of participating employers and their employees. Coordinate investment menu changes with record keepers including notice requirements. Be available for questions and assistance related to sales and business development, including RFP responses, and investment monitoring. 

• Oversight of our nationally supported PEP 3(38) investment menus: Oversee nationally supported pooled employer plan solutions including, provider partner relationships (recordkeepers, third party administrators, Pooled Plan Providers), PEP investment menus ensuring compliance with ERISA section 3(38) and that client investment menus meet the needs of participating employers and their employees. Coordinate investment menu changes with record keepers including notice requirements. Be available for questions and assistance related to sales and business development, client service, RFP responses, and investment monitoring. 

• Collective Investment Trusts: OneDigital utilizes multiple CITs when delivering our investment services for clients. The Manager’s role will be oversight of administration related to the CITs used by OneDigital.