Client Relationship Manager - Hybrid (Orlando, FL)

OneDigital • Orlando, FL

56d • Hybrid

About The Position

The Client Relationship Manager builds and manages relationships with assigned retirement plan clients, working to ensure client satisfaction and long-term value for both the client and OneDigital. The role uses knowledge of plan design, regulatory compliance, and OneDigital’s broader offerings to serve as a trusted advisor, exceed client expectations, and identify opportunities for cross-selling and revenue growth. The position is hybrid in Orlando, Florida, and requires eligibility to work in the United States without work visa or residency sponsorship.

The manager leads client relationships and works with plan sponsors to understand their needs, goals, and strategic objectives. They develop tailored relationship strategies, serve as the primary contact for retirement plan matters, and address client questions and concerns. In coordination with internal specialists, they support the design and implementation of retirement plan solutions, coordinate plan reviews and compliance analysis, advise on regulatory developments, and use plan statistics to identify potential improvements.

The role also involves keeping current with retirement plan industry trends and best practices, participating in training and development, and contributing to a collaborative, client-focused team. Business travel may be up to 25%.

Requirements

• At least 5 years of retirement plan-related experience.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Demonstrated discipline maintaining client information in a CRM; Salesforce is preferred.
• Proven ability to multitask and manage priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality and ability to adopt new solutions and interpret the impact of new laws for prospective clients.
• Ability to maintain confidentiality of highly sensitive client personnel and financial information.
• Regular and predictable attendance is required.
• Ability to travel for business up to 25%.
• Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Nice To Haves

• Bachelor’s degree in Business, Economics, Finance, or a related field.
• Salesforce CRM experience.

Responsibilities

• Lead assigned client relationships and work with plan sponsors to understand their needs, goals, and strategic objectives.
• Develop and execute customized relationship strategies to suit each client and maximize plan effectiveness.
• Serve as the primary contact for retirement plan-related matters and build trusting client relationships through open communication.
• Proactively address client concerns and inquiries to support client satisfaction.
• Collaborate with internal specialists to design and implement retirement plan solutions, considering plan type, investment options, and participant demographics.
• Provide ongoing support by leveraging team expertise on investment management options and applying regulatory guidelines and fiduciary best practices.
• Coordinate regular plan reviews and analysis for ERISA compliance and IRS non-discrimination testing requirements.
• Advise clients on regulatory and legislative updates that may affect their plans.
• Use plan statistics and insights to identify improvement opportunities and enhance client satisfaction.
• Stay current on industry trends and best practices in retirement plan design, investment management, and regulatory compliance.
• Participate in ongoing training and development to maintain expertise.
• Contribute to a collaborative, client-centric team environment and share knowledge.

Benefits

• Eligible employees may receive health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses in accordance with company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior