Director, Client Relations - Hybrid; Sandy, UT

Director, Client Relations - Hybrid (Sandy, UT) page is loaded## Director, Client Relations - Hybrid (Sandy, UT) locations:
RIA-Sandy, UTtime type:
Full time posted on:
Posted Todayjob requisition :
R8723

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.
** Our Newest Opportunity:
** This role is critical for building and managing strong relationships with assigned retirement plan clients, ensuring their satisfaction, and driving long-term value for both the client and One Digital. This role will leverage their expertise in plan design, investment management, regulatory compliance and One Digital’s broader offerings to become a trusted advisor to clients, exceeding their expectations and identifying opportunities for cross-sale and revenue growth.
** Essential Duties and Responsibilities (includes but is not limited to):
**** Client Relationship Management
*** Lead all aspects of assigned client relationships, working closely with plan sponsors to understand their unique needs, goals, and strategic objectives.
* Develop and execute a customized relationship strategy that aligns with each client's specific situation and maximizes their plan's effectiveness.
* Foster open communication and build strong, trusting relationships with clients, acting as their primary point of contact for all retirement plan-related matters.
* Proactively address client concerns and inquiries, ensuring their satisfaction with One Digital's services.
** Retirement Plan Services
*** Collaborate with internal specialists to design and implement comprehensive retirement plan solutions for clients, considering factors such as plan type, investment options, and participant demographics.
* Provide ongoing support and guidance regarding investment management options, adhering to all regulatory guidelines and fiduciary best practices.
* Conduct regular plan reviews and analysis to ensure compliance with ERISA regulations and IRS testing requirements (non-discrimination testing).
* Offer expert consultation on regulatory and legislative updates that may impact clients' plans.
** Business Development and Growth
*** Identify and pursue cross-sale opportunities within your client base, leveraging One Digital's suite of services to address a broader range of client needs.
* Play a key role in the RFP process, leading due diligence efforts and highlighting One Digital's capabilities and value proposition.
* Collaborate with internal teams to generate leads through vertical integration initiatives, ensuring a seamless client experience.
* Utilize plan statistics and insights to identify areas for plan improvement and enhance client satisfaction.
** Additional Responsibilities:
*** Stay up to date on industry trends and best practices in retirement plan design, investment management, and regulatory compliance.
* Participate in ongoing training and development opportunities to maintain a high level of expertise.
* Contribute to a collaborative and client-centric team environment, fostering open communication and knowledge sharing.
** Qualifications, Skills and Requirements:
*** 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 (Word, Excel, and PowerPoint).
* Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
* Proven success with multi-tasking and managing priorities effectively.
* Ability to adapt to a rapidly changing business and technology environment.
* Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
* Must be able to maintain confidentiality of highly sensitive client information, including…