Market Director, Investment Consulting
About The Position
The Market Director, Investment Consulting leads and delivers investment consulting expertise across an assigned market in support of OneDigital’s retirement plan advisory services. This player-coach role combines hands-on investment consulting with market leadership and is accountable for consistent, high-quality investment analysis, fiduciary guidance, and client-facing recommendations. The position coordinates, standardizes, and oversees regional delivery of investment consulting services, either through direct management of investment consulting professionals or through influence across offices and teams. It partners with Retirement leadership, Advisors, Service teams, and national investment and research teams to align local delivery with national strategy. The role includes analyzing retirement plan investment options, monitoring portfolios, preparing data-driven recommendations and client-ready materials, and supporting fund reviews and manager evaluations. It also establishes market standards and workflows, develops and coordinates regional talent and capacity, and serves as a subject-matter expert on fiduciary governance, ERISA, and retirement plan investment practices. The Market Director contributes regional insights to national initiatives and supports adoption of new tools, analytics, and regulatory guidance. The position requires eligibility to work in the United States without work visa or residency sponsorship and registration as an Investment Adviser Representative (IAR) of OneDigital Investment Advisors. Travel may be up to 25%. The typical nationwide base pay range is $115,000 to $125,000 per year.
Requirements
- Bachelor’s degree in Business, Economics, Finance, or a related field, or equivalent relevant experience.
- At least 8 years of experience in investment management or investment consulting, focused on defined contribution and/or defined benefit retirement plans.
- Must be licensed and registered as an IAR of OneDigital Investment Advisors. Accepted license pathways listed are Series 65; Series 7 plus 66 if allowed by state law; or CFP® or CFA® if allowed by state law. Candidates must already hold a qualifying license or designation to be considered at this level.
- Must be eligible to work in the United States without work visa or residency sponsorship.
- Strong analytical skills and ability to translate complex investment data into clear, actionable insights for plan sponsors.
- Deep understanding of fiduciary governance principles, ERISA regulations, and retirement plan investment best practices.
- Ability to collaborate effectively with Advisors, Service teams, and leadership.
- Demonstrated leadership capability through direct management and/or influence.
- Excellent communication and presentation skills, including client-facing discussions and internal collaboration.
- Entrepreneurial mindset and disciplined, solutions-oriented approach.
- High integrity and ability to maintain confidentiality of sensitive client and business information.
- Proficiency with Microsoft Office, including Excel, PowerPoint, and Word.
- Discipline in maintaining client and activity information in a CRM.
- Ability to manage multiple priorities in a dynamic environment.
- Willingness to travel up to 25%.
Nice To Haves
- Prior experience in a senior, lead, or player-coach role supporting Advisors and plan sponsors is strongly preferred.
- Salesforce experience is preferred.
Responsibilities
- Lead deployment of OneDigital’s national investment consulting approach in the assigned market, aligned with national frameworks and appropriate regional execution.
- Establish market standards, workflows, and best practices for investment analysis, fund monitoring, and fiduciary support.
- Coordinate investment consulting coverage across the market, including delivery by Investment Consultants and collaboration with Advisors, Service teams, and other partners.
- Ensure consistency, quality, and scalability of market investment consulting services.
- Analyze retirement plan investment options, including asset allocation, performance, fees, and fiduciary considerations.
- Collaborate with Advisors and Service teams to monitor client portfolios and develop data-driven investment recommendations for plan sponsors.
- Lead and participate in fund reviews, manager evaluations, and investment change analyses.
- Identify emerging investment trends and opportunities and translate them into actionable guidance for plan sponsors.
- Prepare client-ready investment insights, talking points, and materials for meetings, reviews, and ongoing client communications.
- Coach and provide performance support to regional Investment Consultants where applicable.
- Coordinate work across offices through shared standards, tools, and expectations when direct reporting relationships do not exist.
- Support talent development, role clarity, and capacity planning in partnership with Retirement and national leadership.
- Advise on career paths, skill development, and evolving investment consulting capabilities.
- Serve as a market subject-matter expert on fiduciary governance, ERISA considerations, and investment best practices.
- Partner with Advisors and Service teams to ensure investment recommendations align with fiduciary obligations and client objectives.
- Support consistent communication of OneDigital’s investment consulting value proposition to plan sponsors and prospects.
- Maintain alignment with national investment, research, and Retirement teams on strategy, tools, and priorities.
- Provide regional insights, feedback, and best practices for national enhancements, pilots, and continuous improvement.
- Support adoption of new tools, analytics, and regulatory guidance across the region.
- Maintain client and activity information in a CRM and protect sensitive client and business information.
- Travel up to 25%.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
