Remote Pension Consultant

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

This role is responsible for managing and growing a book of retirement plan clients while developing the depth of expertise and client ownership that defines a senior consulting career. This position involves designing and implementing retirement plan structures, building trusted plan sponsor relationships, and actively communicating the broader OneDigital value proposition to both prospective and existing clients. Business development may be a formal or informal expectation of this role depending on market and team structure.
~ Where a formal new logo sales goal is assigned, develop and manage a pipeline of prospective clients through referrals, COI relationships, convergence leads, and other business development channels, guiding prospects through the full sales cycle and closing new business against defined targets.

~ Coordinate or support RFP fulfillment processes, leveraging market, regional, and national resources to present OneDigitals capabilities and value proposition effectively.

~ This role is expected to develop and maintain direct ownership of client relationships, building toward a fully independent book of business.
~ Serve as the relationship owner for an assigned book of clients, building accountability for client satisfaction, retention, and overall relationship health.

~ Maintain continuity of client relationships through transitions in team structure, plan design, or business conditions.

The degree to which this role personally delivers versus coordinates consulting services will vary based on team structure and market model.
~ Provide retirement plan consulting to clients — including plan design, benchmarking, investment menu analysis, and fiduciary guidance — performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.

~ coordinate with Employee Engagement Managers for group education delivery and connect participants to Financial Advisors for individual financial planning needs where applicable.

~ Advise clients on regulatory and legislative developments affecting their plans, drawing on internal compliance resources and plan administration specialists to support analysis and recommendations.

~ Facilitate fiduciary training for plan sponsors, leveraging national resources and best-practice frameworks where available.

~ Where applicable, utilize OneDigitals internal retirement plan administration team to support testing, plan amendments, compliance strategies, and other plan administration needs.

Coordinate the activities of the client service team — including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors — to deliver a cohesive, high-quality client experience.

~ Identify gaps in service delivery and proactively redirect internal resources — whether local, regional, or national — to maintain client satisfaction and operational continuity.

~ Compliance & Regulatory Expertise
~ Growing track record of success in retirement plan consulting and/or sales.

~ Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).

~ Demonstrated discipline maintaining client and pipeline information in a CRM; Salesforce preferred.

~ Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.

~ Business travel up to 25%.

~ Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.

Education, Training and Experience:
~ Bachelors degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan services.

~ 5+ years of retirement plan related experience required.

~Reasonable accommodation will be provided for qualified individuals with disabilities. The job description is not to be construed as a contract for employment.
Financial

~ Registration and Licensure
~ Certified Financial Planner® (CFP®)

~ Chartered Financial Analyst® (CFA®)

~ Chartered Financial Consultant® (ChFC®)

~ Personal Financial Specialist (PFS)

Candidates holding a Series 7 plus Series 66 may be eligible for IAR registration; however, this pathway is only available in branches with an active broker-dealer designation and appropriate supervision structure. As OneDigital continues to consolidate broker-dealer operations, this option is increasingly limited.

~ Candidates with a Series 7 and 66 in a non-broker-dealer branch may be eligible to enroll in MQP and EVEP, pausing their registration for up to five years without retaking exams. A statement affirming the candidates understanding that they must be licensed and registered within a certain period of time and that they may not offer investment advice until registration is confirmed. HR/Talent Management should provide oversight to ensure additional duties still reflect the primary intent of the role and reach out to the Financial Services Chief of Staff team when questions arise.

In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence (AI) technologies to enhance our recruitment process. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience.