Our Newest OpportunityThis 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 ManagementRetirement Plan ServicesAdditional ResponsibilitiesQualifications, 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.5years of retirement plan related experience requiredOther :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.The typical base pay range for this role nationwide is around $80,000 per year.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.OneDigital is an equal opportunity employer.Not only as a matter of standard, but to honor and celebrate our differences.We believe that the power of ONE starts with you.We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.. Experience: 5 years required