Client Relationship Manager

Overview

In this role you build and manage trusted relationships with retirement plan clients, aligning plan design and regulatory compliance to drive long-term value for clients and OneDigital. You work cross-functionally to deliver tailored retirement plan solutions and identify opportunities for growth. You will stay current on regulatory updates and contribute to a client-centric, collaborative team. This is a growth-focused position in a people-first culture with meaningful client impact.

Compensation / Benefits

• base pay with potential variable compensation
• health benefits
• retirement benefits
• paid time off
• learning and development programs
• expense reimbursement

Responsibilities

• Lead and manage assigned client relationships with plan sponsors to understand goals and objectives
• Develop and execute customized relationship strategies to maximize plan effectiveness
• Serve as primary client contact for retirement plan-related matters and address inquiries
• Collaborate with internal specialists to design and implement retirement plan solutions
• Provide ongoing support on investment management options and fiduciary best practices
• Coordinate regular plan reviews to ensure ERISA compliance and IRS testing requirements
• Offer guidance on regulatory updates impacting clients' plans
• Stay-up-to-date on industry trends and participate in ongoing training
• Contribute to a collaborative, client-centric team environment
• Maintain confidentiality of sensitive client information
• Travel up to 25% as needed

Key requirements

• Strong understanding of ERISA regulations and fiduciary best practices
• Excellent communication, presentation, and interpersonal skills
• Ability to work independently and make decisions
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
• CRM experience, Salesforce preferred
• Proven ability to multitask and manage priorities
• Adaptability to a changing business/tech environment
• Continual learner mindset for new solutions and laws
• Discretion with highly sensitive client information
• Regular, predictable attendance
• Bachelor in Business, Economics, Finance, or related field (preferred) or relevant retirement plan experience
• 5+ years of retirement plan experience

• Communication
• Interpersonal skills
• Client-centric mindset
• ERISA regulatory knowledge
• Fiduciary best practices
• Microsoft Office Suite