Director, Client Relations - Hybrid; Sandy, UT

Overview

One Digital is seeking a client relationship manager to build and manage strong relationships with assigned retirement plan clients, ensuring their satisfaction and driving long‑term value. The role combines expertise in plan design, investment management, regulatory compliance, and cross‑sale opportunities to become a trusted advisor.

• 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, acting as the primary point of contact for all retirement plan‑related matters.
• Proactively address client concerns and inquiries, ensuring satisfaction with One Digital’s services.
• Collaborate with internal specialists to design and implement comprehensive retirement plan solutions, considering plan type, investment options, and participant demographics.
• Provide ongoing support and guidance on investment management options, adhering to regulatory guidelines and fiduciary best practices.
• Conduct regular plan reviews and analysis to ensure compliance with ERISA regulations and IRS testing requirements.
• Offer expert consultation on regulatory and legislative updates that may impact clients’ plans.
• Identify and pursue cross‑sale opportunities within the client base, leveraging One Digital’s suite of services to address broader client needs.
• Lead due diligence efforts and highlight One Digital’s capabilities in the RFP process.
• 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.
• 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, client‑centric team environment, fostering open communication and knowledge sharing.

• Strong understanding of ERISA regulations and fiduciary best practices.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and make decisions.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Disciplined maintenance of client information in a CRM;
  Salesforce preferred.
• Demonstrated success with multi‑tasking and managing priorities effectively.
• Adaptability to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws.
• Maintain confidentiality of highly sensitive client information.
• Regular and predictable attendance required.
• Business travel up to 25%.

• Bachelor’s degree in Business, Economics, Finance, or related field (preferred).
• 8+ years of retirement plan related experience.
• Valid relevant securities license.

Your base pay depends on skills, education, qualifications, experience, and location. Eligible roles may receive variable compensation, commission, and/or annual bonus based on performance and company results.

• Health, wellbeing, and retirement benefits.
• Paid time off and overtime pay for non‑exempt employees.
• Robust learning and development programs.
• Reimbursement of job‑related expenses and employee perks/discounts.

One Digital is an equal opportunity employer. We provide employment opportunities to all employees and applicants regardless of veteran status, service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy, national origin, citizenship or immigration status, physical or mental disability, genetic information, or any other category protected by law. We comply with all applicable federal, state, and local equal‑employment laws and ordinances.

For relevant details, see our EEO statement and local fairness ordinances.