Vice President, Retirement Plan Consultant

2 weeks ago

Danvers, United States OneDigital Full time

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:

OVERVIEW

OneDigital is one of the largest independent retirement plan advisors in the United States. OneDigital's New England retirement plan advisory team (formerly TimeScale Financial) has continued to experience above-average growth. As a result, we are seeking to add a Vice President, Retirement Plan Consultant to support our institutional clients as their strategic relationship manager and ensure optimal management of their retirement plans.

This individual must be:

  • Passionate about helping Plan Sponsors offer exceptional retirement plans.
  • Dedicated to assisting even more Americans secure a healthier financial life.
  • Committed to growing our ever-expanding client roster while delivering a world-class client experience to our current Plan Sponsors.
  • Focused on building relationships, solving problems, inspiring trust and driving results.
KEY RESPONSIBILITIES
  • Serve as ongoing advisor and quarterback to approximately 60 Plan Sponsor relationships.
  • Act as Strategic Thought Partner on all aspects of the Plans.
  • Coordinate with internal and external resources to deliver an optimal plan and excellent client experience.
  • Ensure all aspects of the relationship are being met (compliance, communication, administration, participant education).
  • Proactively seek to solve problems and enhance outcomes by offering cross-enterprise solutions to generate and close new business opportunities.
  • Champion local marketing efforts and strategic educational initiatives as appropriate.
REQUIRED SKILLS & EXPERIENCE
  • Ability to lead and manage both small and large corporate relationships with a high degree of personal accountability.
  • Demonstrated comfort with C-suite executives.
  • 7-10 years of sales and relationship management experience within retirement/401(k) industry.
  • Track record of success in exceeding customer expectations.
  • Effective listening and negotiation skills.
  • Excellent verbal and written communication skills.
  • Attention to detail; ability to manage and re-prioritize multiple tasks.
  • Proven problem-solving skills.
  • Strong understanding of 401(k) marketplace.
  • Proficient with Microsoft Office Suite. Salesforce and FI360 a plus.
EDUCATION & CERTIFICATIONS
  • Bachelor's Degree in Business or related discipline.
  • Series 65 or 66.
  • C(k)P, QKA, or CPFA industry designation a plus.
HOURS & WORK SCHEDULE
  • Employee Type: Full-time; Hybrid.
  • Hours: 40 hours on average per week.
  • Work Schedule: Monday-Friday 8:30AM-5:00PM
  • In office Tuesday and Wednesdays. May be required to be in office or onsite at a client any day Monday - Friday.
  • Travel:

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