Senior Client Relationship Manager - Hybrid (Atlanta, GA)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

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, 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 

• Collaborate with internal specialists to design and implement comprehensive retirement plan solutions for clients, considering factors such as plan type, investment options, and participant demographics. 

• 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. 

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