Job summary
Job post source
This job is directly from OneDigital
Job overview
The Director, Client Relations at OneDigital manages and strengthens retirement plan client relationships to ensure satisfaction and drive long-term value, acting as a trusted advisor.
Responsibilities and impact
The role involves leading client relationships, customizing strategies, ensuring regulatory compliance, supporting investment management, identifying growth opportunities, and collaborating with internal teams for client success.
Compensation and benefits
Compensation includes base pay based on skills and experience, potential variable compensation, commissions, annual bonuses, health and retirement benefits, paid time off, overtime pay, expense reimbursement, and employee perks.
Experience and skills
Requires 5+ years of retirement plan experience, a relevant securities license, strong ERISA knowledge, excellent communication skills, proficiency in Microsoft Office, CRM discipline, and adaptability to changing environments.
Career development
Opportunities include ongoing training, development programs, and staying current with industry trends to maintain expertise.
Work environment and culture
OneDigital promotes a diverse, equitable, inclusive culture valuing employees as seen, respected, and supported, with a client-centric and collaborative team environment.
Company information
OneDigital offers financial services focused on employer-based benefits and personalized financial planning to help clients achieve financial security and success.
Job location and travel
Hybrid position based in Orlando, FL, with up to 25% business travel required.
Unique job features
The role involves leveraging AI in recruitment, emphasizes confidentiality, and offers a hybrid work environment with a focus on client-centric solutions and cross-sale opportunities.
Company overview
OneDigital is a leading provider of employee benefits, HR consulting, and retirement services, focusing on delivering strategic advisory services to businesses. They generate revenue through consulting fees, insurance premiums, and service charges for their comprehensive benefits and HR solutions. Founded in 2000, OneDigital has grown significantly through strategic acquisitions and partnerships, positioning itself as a key player in the industry. Their commitment to innovation and client-centric approach has earned them a strong reputation and a broad client base across the United States.
How to land this job
Position your resume to emphasize your expertise in retirement plan services, client relationship management, and regulatory compliance, showcasing your ability to lead client relationships and provide tailored financial solutions.
Highlight skills in ERISA regulations, fiduciary best practices, investment management, and your experience collaborating with internal teams to drive client satisfaction and business growth.
Apply through multiple channels including OneDigital's corporate careers page, LinkedIn job postings, and other job boards where the position is listed to maximize your application visibility.
Connect with professionals in OneDigital's client relations or retirement plan services divisions on LinkedIn; initiate contact by complimenting recent company initiatives or asking about trends in retirement plan design and compliance to break the ice.
Optimize your resume for ATS by incorporating keywords from the job description such as 'retirement plan services,' 'ERISA compliance,' 'fiduciary best practices,' 'client relationship management,' and 'investment management' to ensure it passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, optimize your resume for ATS, and find relevant LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking effectively.
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