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.

View this job on nocollar jobs