Director, Retirement Plan Consulting - Hybrid (Ohio)

OneDigital • Columbus, OH

6d • Hybrid

About The Position

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

The position combines client growth, relationship management, retirement plan consulting, and team coordination. It may involve personally delivering consulting services or coordinating delivery through Investment Consultants and other specialists, depending on the team structure. The Director acts as the quarterback of client relationships, coordinating resources and service priorities across a team-based model. The role also supports the development of junior consulting team members and applies knowledge of ERISA, fiduciary practices, and legislative developments to client recommendations.

The position is hybrid in Ohio and may require business travel up to 25%. A relevant securities license is required, and the candidate must be licensed to allow registration as an Investment Adviser Representative (IAR) of OneDigital Investment Advisors. A bachelor’s degree in Business, Economics, Finance, or a related field is preferred, or relevant retirement plan consulting experience may be considered. Seven or more years of retirement plan consulting and/or sales experience are required; ten or more years are preferred. Two or more years leading, mentoring, or coordinating teams are preferred.

Base pay depends on skills, education, qualifications, professional experience, and location. Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance. Eligible employees may receive health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay when applicable to non-exempt employees, learning and development programs, reimbursement of job-related expenses, and employee perks and discounts.

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.
• Discipline in maintaining client and pipeline information in a CRM.
• Success managing multiple tasks and priorities across a high-volume book of business.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, including the ability to adopt new solutions and interpret the impact of new laws for clients.
• Ability to maintain confidentiality of highly sensitive client personnel and financial information.
• Regular and predictable attendance.
• Ability to travel for business up to 25%.
• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
• Must possess a valid relevant securities license.
• Seven or more years of experience in retirement plan consulting and/or sales.
• Bachelor’s degree in Business, Economics, Finance, or a related field, or relevant experience in retirement plan consulting.

Nice To Haves

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

Responsibilities

• Own and strategically grow an established book of retirement plan clients, maintaining accountability for satisfaction, retention, and relationship health.
• Understand OneDigital’s employer-facing solutions and identify opportunities to introduce other service lines to prospective and existing clients.
• Coordinate or support RFP processes and represent OneDigital at industry events, conferences, and prospect-facing engagements.
• Develop relationship strategies tailored to each client’s goals, plan design, and organizational objectives.
• Lead client meetings, strategic reviews, and plan sponsor communications, coordinating with consultants, 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 plan design, benchmarking, investment menu analysis, and fiduciary guidance.
• Coordinate participant education and engagement, including group education and connections to Financial Advisors where applicable.
• Advise clients on regulatory and legislative developments, using internal compliance and plan administration resources as needed.
• Facilitate fiduciary training for plan sponsors using available national resources and best-practice frameworks.
• Use the internal retirement plan administration team where applicable to support testing, plan amendments, compliance strategies, and other administration needs.
• Direct and prioritize work across client service team members to deliver a coordinated client experience.
• Identify service delivery gaps and redirect local, regional, or national resources to support client satisfaction and continuity.
• Model and contribute to OneDigital’s team-based service model, shifting execution toward specialists where appropriate.
• Develop junior consulting team members by sharing expertise and best practices.
• Conduct or coordinate benchmarking due diligence to help ensure plans remain competitive and aligned with industry standards.
• Stay informed about ERISA regulations, fiduciary practices, and legislative changes, applying relevant knowledge to recommendations and client communications.
• Maintain confidentiality of sensitive client information and maintain regular, predictable attendance.
• Travel for business as needed, up to 25%.

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.
• 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: Director