Director, Client Relations - Hybrid (Sandy, UT)

Newest Opportunity

This 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, 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

• 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.
• Prioritization and multi-tasking skills.
• 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.

Education, Training and Experience

• 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.
• 8+ years of retirement plan related experience required.