Retirement Plan Consultant

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:

This role

• is responsible for
• managing and growing a book of retirement plan clients while developing the depth of
• expertise

and client ownership that defines a senior consulting career. This position involves designing and implementing retirement plan structures, building trusted plan sponsor relationships, and actively communicating the broader OneDigital value proposition to both prospective and existing clients. This role works with internal service teams to deliver an exceptional client experience and drive long-term retention.

Essential Duties and Responsibilities (includes but is not limited to):

Business Development & Client Growth

• Business development may be a formal or informal expectation of this role depending on market and team structure.
• Maintain a comprehensive understanding of OneDigital's full suite of employer-facing solutions
• in order to
• effectively position the right resources for each client's needs.

Identify

• and pursue opportunities to introduce other OneDigital verticals and service lines to both prospective and existing clients, deepening the breadth of value delivered and strengthening overall retention.
• Where a formal new logo sales goal is assigned, develop and manage a pipeline of prospective clients through referrals, COI relationships, convergence leads, and other business development channels, guiding prospects through the full sales cycle and closing new business against defined targets.
• Coordinate or support RFP fulfillment processes,
• leveraging
• market, regional, and national resources to present OneDigital's capabilities and value proposition effectively.
• Participate in industry events, conferences, and prospect-facing engagements to build market presence and generate opportunities.

Client Relationship Management & Retention

• This role is expected to develop and
• maintain
• direct ownership of client relationships, building toward a fully independent book of business.
• Serve as the relationship owner for an assigned book of clients, building accountability for client satisfaction, retention, and overall relationship health.
• Develop and execute relationship strategies tailored to each client's goals, plan design, and organizational
• objectives , with increasing independence over time.

Lead or

• participate
• in client meetings, strategic reviews, and plan sponsor communications, coordinating with Client Relationship Managers and other internal specialists to ensure seamless delivery.
• Maintain continuity of client relationships through transitions in team structure, plan design, or business conditions.

Plan Consulting & Advisory Services

• The degree to which this role personally delivers versus coordinates consulting services will vary based on team structure and market model.
• Provide retirement plan consulting to clients — including plan design, benchmarking, investment menu analysis, and fiduciary guidance — performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
• Leverage market, regional, and national resources to support participant education and engagement; coordinate with Employee Engagement Managers for group education delivery and connect participants to Financial Advisors for individual financial planning needs where applicable.
• Advise clients on regulatory and legislative developments affecting their plans, drawing on internal compliance resources and plan administration specialists to support analysis and recommendations.
• Facilitate fiduciary training for plan sponsors,
• leveraging
• national resources and best-practice
• frameworks where
• available.
• Where applicable, utilize OneDigital's internal retirement plan administration team to support testing, plan amendments, compliance strategies, and other plan administration needs.

Team Coordination & Specialist Leverage

• Incumbents are expected to actively develop
• proficiency
• in OneDigital's team-based service model, learning to
• leverage
• specialists to increase capacity and client impact.
• Coordinate the activities of the client service team — including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors — to deliver a cohesive, high-quality client experience.

Identify

• gaps in service delivery and proactively redirect internal resources — whether local, regional, or national — to
• maintain
• client satisfaction and operational continuity.

Build

• proficiency
• in OneDigital's team-based service model, actively developing the ability to
• leverage
• specialists to increase capacity and client impact.

Compliance & Regulatory Expertise

• Conduct or coordinate benchmarking due diligence to ensure clients' plans
• remain
• competitive and compliant with industry standards.
• Stay informed of ERISA regulations, fiduciary best practices, and relevant legislative changes; apply that knowledge to client plan recommendations and communicate relevant updates proactively.
• Qualifications,

Skills

and Requirements:

Growing

• track record
• of success in retirement plan consulting and/or sales.
• 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 and pipeline 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 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
• a valid relevant securities license.
• 5+ years of retirement plan related experience
• required .
• 2–5 years of industry-related sales or consulting experience preferred.

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.

The information below is for internal use only.

Pre-hire Screening Requirements

Criminal

Financial

Education Verification

Registration and Licensure

This role

• is
• required
• to
• be licensed
• in order to
• be registered as an IAR of OneDigital Investment Advisors.
• License requirements may be legally met through the options outlined below. The hiring manager should select the
• appropriate license
• pathway for each role based on business needs, updating the job description as necessary to reflect that decision.

Preferred Pathways

Series 65

Certified Financial Planner® (CFP®)

Chartered Financial Analyst® (CFA®)

Chartered Investment Counselor (CIC)