Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

Our Newest Opportunity: 

The Client Relationship Manager builds and maintains valued relationships with clients and their key decision makers.

Responsibilities:

• Deliver exceptional client service that complements Teros’ values and brand
• Act as the day-to-day contact for Teros clients
• Provide ongoing professional guidance and oversight of client retirement plans
• Lead client implementations and service provider conversions
• Prepare quarterly investment review analysis and provide to client
• Conduct periodic Investment Review meetings, in person and via telephone
• Complete and present reviews of investments, provider benchmarking and fee analyses
• Recommend investment changes, as appropriate
• Consult with Plan Sponsors on plan provisions/design options

• Manage relationships with retirement plan providers and their service teams

Key Competencies and Skills:

• Extensive professional expertise related to Retirement Plan rules and compliance
• Success in developing and maintaining strong client relationships
• Outstanding problem solving and decision-making skills
• Detail orientation and strong organizational emphasis
• Ability to prioritize, meet due dates and manage multiple, competing tasks
• Adept at conflict resolution and negotiation 
• Strong communication skills, written and verbal
• Proficient in Microsoft Office programs (Word, Excel, PowerPoint and Outlook)
• Knowledge of Salesforce CRM systems preferred

Education and Experience:

• Four year college degree required
• Minimum 5 years of industry experience in managing 401(k)/Defined Contribution plans
• Minimum license requirements of FINRA Series 65 or 66 license
• Travel may be required

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 Francsico

City of Los Angeles

County of Los Angeles

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.

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!