Client Relationship Manager at OneDigital

This role is designed for a retirement plan professional with two to three years of experience who understands ERISA regulations and fiduciary standards. You will act as the primary advisor for plan sponsors, managing everything from investment strategy and compliance testing to identifying cross-sale opportunities. **What makes it worth a look...** The position offers a clear path into strategic relationship management within a large financial services firm, complete with variable compensation and bonuses. You'll get comprehensive health and wellbeing benefits plus reimbursement for job-related expenses. **You might be a good fit if you...** * Have a solid background in retirement plan design and IRS non-discrimination testing. * Are comfortable using Salesforce to manage client data and tracking plan statistics. * Can travel up to 25% of the time to meet with clients on-site. * Want to lead the RFP process and due diligence for new business growth.