Market Director, Investment Consulting

OneDigital•Farmington, CT

11d

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 combines hands-on investment consulting with market-level leadership, ensuring consistent, high-quality investment analysis, fiduciary guidance, and client-facing recommendations. The role coordinates, standardizes, and oversees regional delivery of investment consulting services, using shared frameworks and operating standards. It may directly manage Investment Consultants or lead across offices and teams through influence. The Market Director partners with Retirement leadership, Advisors, Service teams, and national investment and research teams to align regional execution with national strategy while supporting local delivery. The role includes analyzing retirement plan investments, developing recommendations, supporting fiduciary governance, coordinating team work, and contributing regional insights to continuous improvement.

Requirements

Strong analytical skills and the 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.
Proven ability to collaborate effectively across 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 a 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 maintaining client and activity information in a CRM.
Ability to manage multiple priorities in a dynamic environment.
Willingness to travel up to 25%.
Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
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.

Nice To Haves

Prior experience in a senior, lead, or player-coach role supporting Advisors and plan sponsors.
Experience with Salesforce CRM.

Responsibilities

Lead deployment of OneDigital’s national investment consulting approach within the assigned market, aligning with national frameworks while supporting 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 with Investment Consultants, 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 clear, client-ready investment insights, talking points, and materials for meetings, reviews, and ongoing communications.
Provide leadership, coaching, and 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 market capacity planning 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 updates, tools, and priorities.
Contribute regional insights, feedback, and best practices to national enhancements, pilots, and continuous improvement efforts.
Support adoption of new tools, analytics, and regulatory guidance across the region.