Client Relationship Manager

OneDigital • Atlanta, GA

1d

About The Position

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: The Client Relationship Manager 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. The Client Relationship Manager 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.

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%.
• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
• Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire.
• 5+ years of retirement plan related experience required

Responsibilities

• 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.
• 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 and guidance regarding investment management options, adhering to all regulatory guidelines and fiduciary best practices.
• 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.
• Identify and pursue cross-sale opportunities within your client base, leveraging OneDigital's suite of services to address a broader range of client needs.
• Play a key role in the RFP process, leading due diligence efforts and highlighting OneDigital's capabilities and value proposition.
• Collaborate with internal teams to generate leads through vertical integration initiatives, ensuring a seamless client experience.
• Utilize plan statistics and insights to identify areas for plan improvement and enhance client satisfaction.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level