Retirement Plan Consultant - Remote
About The Position
The Retirement Plan Consultant manages and grows a book of retirement plan clients while developing the expertise and client ownership associated with a senior consulting career. The role designs and implements retirement plan structures, builds trusted relationships with plan sponsors, communicates OneDigital’s value proposition to prospective and existing clients, and works with internal service teams to support client experience and long-term retention. The consultant owns client relationships and develops strategies tailored to clients’ goals, plan designs, and organizational objectives. They provide or coordinate retirement plan consulting, including plan design, benchmarking, investment menu analysis, fiduciary guidance, participant education, regulatory updates, fiduciary training, and plan administration support. They coordinate internal specialists and service teams, identify service gaps, and help ensure a cohesive client experience. The role also requires keeping current on ERISA regulations, fiduciary best practices, and legislative changes, and applying that knowledge to client recommendations. The typical nationwide base pay range is $60,000 to $100,000 per year. Pay depends on skills, education, qualifications, professional experience, and location. Some roles may also receive variable compensation, commission, and/or an annual bonus. Eligible employees are offered 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, and potentially employee perks and discounts. Business travel may be up to 25%.
Requirements
- Growing track record of success in retirement plan consulting and/or sales.
- 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.
- Discipline in maintaining client and pipeline information in a CRM.
- Success multitasking and managing 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 clients.
- Ability to maintain confidentiality of highly sensitive client personnel and financial information.
- Regular and predictable attendance.
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
- Must possess a valid relevant securities license.
- At least 5 years of retirement plan-related experience.
- Business travel up to 25%.
Nice To Haves
- Series 65 preferred.
- Bachelor’s degree in Business, Economics, Finance, or a related field preferred.
- Salesforce experience preferred.
- 2–5 years of industry-related sales or consulting experience preferred.
Responsibilities
- Manage an assigned book of retirement plan clients and build toward independent ownership of a book of business.
- Develop and maintain client relationships, with accountability for client satisfaction, retention, and relationship health.
- Develop relationship strategies that reflect each client’s goals, plan design, and organizational objectives.
- Lead or participate in client meetings, strategic reviews, and plan sponsor communications, coordinating with internal specialists.
- Maintain client relationship continuity through team, plan design, or business changes.
- Provide or coordinate retirement plan consulting, including plan design, benchmarking, investment menu analysis, and fiduciary guidance.
- Coordinate participant education and engagement resources, group education delivery, and connections to Financial Advisors for individual financial planning where applicable.
- Advise clients on regulatory and legislative developments affecting their plans, drawing on internal compliance and plan administration resources.
- Facilitate fiduciary training for plan sponsors using available resources and best-practice frameworks.
- Use the internal retirement plan administration team, where applicable, for testing, plan amendments, compliance strategies, and other administration needs.
- Coordinate client service team members, including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors.
- Identify service delivery gaps and redirect local, regional, or national resources to support client satisfaction and continuity.
- Conduct or coordinate benchmarking due diligence to help ensure client plans remain competitive and compliant with industry standards.
- Stay informed about ERISA regulations, fiduciary best practices, and legislative changes, and communicate relevant updates proactively.
- Maintain client and pipeline information in CRM systems.
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.
- Potential employee perks and discounts.
- Variable compensation, commission, and/or annual bonus may be available for eligible roles.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
