Job Description
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.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
Summary:
This role supports the design, implementation, and maintenance of qualified retirement plans for clients while developing the skills and knowledge to become a primary owner of a book of business. This position provides hands-on exposure to retirement plan structures, client relationships, and the broader OneDigital value proposition, with an emphasis on learning to deliver an exceptional client experience under the guidance of senior consulting team members.
Essential Duties and Responsibilities (includes but is not limited to):
Business Development & Client Growth
At this level, business development activities are primarily observational and supportive in nature, building foundational knowledge and market presence over time.
Develop a working knowledge of OneDigital's full suite of employer-facing solutions in order to effectively support senior team members in positioning the right resources for each client's needs.
Support the identification of opportunities to introduce other OneDigital verticals and service lines to existing clients, contributing to relationship deepening and retention efforts.
Where applicable, assist in RFP fulfillment processes and prospect-facing activities, leveraging market, regional, and national resources under the direction of senior consultants.
Participate in industry events, conferences, and prospect-facing engagements to build foundational market knowledge and professional presence.
Client Relationship Management & Retention
This role supports senior consulting team members in client relationship management while developing the skills and experience to independently own client relationships over time.
Support senior consulting team members in managing assigned client relationships, developing an understanding of each client's goals, plan design, and organizational objectives.
Participate in client meetings, strategic reviews, and plan sponsor communications, building the skills to independently own client interactions over time.
Assist in the execution of client relationship strategies, contributing to client satisfaction and retention goals.
Begin building trusted relationships with assigned client contacts through consistent follow-through, responsiveness, and attention to client needs.
Plan Consulting & Advisory Services
The degree to which this role personally delivers versus supports consulting services will vary based on team structure and the guidance of senior team members.
Support the delivery of retirement plan consulting services — including plan design, benchmarking, investment menu analysis, and fiduciary guidance — under the direction of senior team members, performing work directly and/or coordinating with Investment Consultants and other specialists.
Assist in coordinating participant education and engagement efforts, including working with Employee Engagement Managers for group delivery and connecting participants to Financial Advisors for individual needs where applicable.
Develop a working knowledge of regulatory and legislative developments affecting retirement plans, supporting senior consultants in preparing client communications and recommendations.
Support fiduciary training efforts for plan sponsors, leveraging national resources and best-practice frameworks under the guidance of senior team members.
Where applicable, coordinate with OneDigital's internal retirement plan administration team to support testing, plan amendments, and compliance needs.
Team Coordination & Specialist Leverage
At this level, the primary expectation is to work collaboratively within the service team and develop a working understanding of OneDigital's team-based service model.
Work collaboratively within the client service team — including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors — to support a coordinated client experience.
Develop an understanding of OneDigital's team-based service model and begin to apply it in day-to-day client and team interactions.
Proactively communicate client and service team needs to senior consultants to ensure continuity and quality of service delivery.
Compliance & Regulatory Expertise
Assist in conducting benchmarking due diligence to ensure clients' plans remain competitive and compliant with industry standards.
Maintain a developing understanding of ERISA regulations and fiduciary best practices; support senior consultants in applying that knowledge to client plan recommendations and communications.
Qualifications, Skills and Requirements:
Foundational understanding of ERISA regulations and fiduciary best practices, with a commitment to ongoing development.
Strong communication, presentation, and interpersonal skills with a client-first mindset.
Ability to manage multiple priorities effectively in a fast-paced, team-oriented environment.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
Familiarity with CRM tools; Salesforce experience preferred.
Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for 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%.
Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
Education, Training and Experience:
Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan services.
Must possess or be actively working toward a valid relevant securities license.
2–5 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.
To learn more, visit: www.onedigital.com/careers
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.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.
We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.
Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!