Employee Services Manager at OneDigital
This role is designed for a retirement plan specialist with over five years of experience who understands ERISA regulations and is comfortable presenting financ
Work type: onsite
Location: Rockwall, TX
Type: Full-time
This role is designed for a retirement plan specialist with over five years of experience who understands ERISA regulations and is comfortable presenting financial education to groups. You will bridge the gap between employer-sponsored retirement plans and personalized wealth management by teaching participants and identifying those who need one-on-one advisory services.
**What makes it worth a look...**
While the salary isn't disclosed, the position offers a clear path into the wealth management side of the business through a structured referral system. You will get a robust benefits package including health and wellbeing programs, professional development, and reimbursement for job-related travel.
**You might be a good fit if you...**
* Have five years of experience in retirement plan communications or financial education.
* Know ERISA regulations and fiduciary best practices inside and out.
* Are comfortable spending up to 25% of your time traveling for in-person sessions.
* Use Salesforce or similar CRMs to track leads and participant engagement metrics.
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