Client Relationship Manager, Retirement Services

4 weeks ago

Portland, United States OneDigital Full time

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.


Essential Duties and Responsibilities (include but are 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 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.


Business Development and Growth

  • 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.


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 service.
  • Possession of a valid relevant securities license required.
  • 5+ years of retirement plan related experience required


Other:

This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.


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.


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