Director, Retirement Plan Consulting - Hybrid (Ohio)

OneDigital • Columbus, OH

5d • Hybrid

About The Position

This role owns and strategically grows an established book of retirement plan clients while contributing to the development of the consulting practice. The Director leads complex retirement plan engagements, serves as a trusted advisor to plan sponsors, communicates OneDigital’s value proposition to prospective and existing clients, and leads internal service teams to deliver strong client outcomes and long-term retention.

The role combines client growth, relationship management, retirement plan consulting, coordination of specialist resources, and regulatory expertise. It may personally deliver consulting services or coordinate their delivery through internal specialists, depending on the team structure and market model. The Director also contributes to the development of junior consulting team members and operates within OneDigital’s team-based service model.

The position is hybrid in Ohio and requires business travel of up to 25%. A valid relevant securities license is required, along with the ability to be registered as an IAR of OneDigital Investment Advisors.

Requirements

• Proven success in retirement plan consulting and client relationship management across a complex book of business.
• Deep understanding of ERISA regulations and fiduciary best practices.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently, including on complex or sensitive client matters.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Ability to maintain client and pipeline information in a CRM.
• Proven ability to multitask and manage priorities across a high-volume book of business.
• 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 clients.
• Ability to maintain the confidentiality of sensitive client personnel and financial information.
• Regular and predictable attendance.
• Business travel up to 25%.
• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
• Valid relevant securities license.
• At least 7 years of experience in retirement plan consulting and/or sales.

Nice To Haves

• Bachelor’s degree in Business, Economics, Finance, or a related field.
• 10 or more years of experience in retirement plan consulting and/or sales.
• At least 2 years of experience leading, mentoring, or coordinating teams.
• Experience with Salesforce.

Responsibilities

• Maintain knowledge of OneDigital’s employer-facing solutions and identify opportunities to introduce relevant services and deepen client relationships.
• Coordinate or support RFP fulfillment and participate in industry events, conferences, and prospect-facing engagements.
• Own an established book of client relationships and remain accountable for client satisfaction, retention, and relationship health.
• Develop relationship strategies tailored to clients’ goals, plan designs, and organizational objectives.
• Lead client meetings, strategic reviews, and plan sponsor communications in coordination with consultants, client relationship managers, and internal specialists.
• Maintain continuity of client relationships through changes in team structure, plan design, or business conditions.
• Lead or coordinate strategic retirement plan consulting, including complex plan design, benchmarking, investment menu analysis, and fiduciary guidance.
• Coordinate participant education and engagement, including group education and connections to financial advisors for individual planning needs where applicable.
• Advise clients on regulatory and legislative developments affecting their plans, using internal compliance and plan administration resources as appropriate.
• Facilitate fiduciary training for plan sponsors and help clients understand their ERISA responsibilities and obligations.
• Use the internal retirement plan administration team, where applicable, to support testing, plan amendments, compliance strategies, and other administration needs.
• Coordinate the client service team, including client relationship managers, investment consultants, employee engagement managers, and financial advisors.
• Identify service delivery gaps and redirect local, regional, or national resources to maintain client satisfaction and continuity.
• Model the team-based service approach and shift work toward specialists when appropriate to increase capacity, scalability, and client impact.
• Contribute to the development of junior consulting team members by sharing expertise and best practices.
• Conduct or coordinate benchmarking due diligence and apply knowledge of ERISA regulations, fiduciary practices, and legislative changes to client recommendations and communications.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses according to company policy.
• Employee perks and discounts.

What This Job Offers

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