Retirement Operations Manager

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:

Summary

This critical role is responsible for overseeing all aspects of retirement plan operations, ensuring smooth plan administration, accurate data management, and exceptional client service. This position will manage plan documentation, fees, compliance deadlines, and participant education initiatives, collaborating with internal teams for successful plan implementation and client service.

Essential Duties and Responsibilities (includes but is not limited to):

• Oversee the preparation of quarterly investment management documentation.
• Conduct regular fee analysis and benchmarking to ensure optimized plan performance.
• Develop comprehensive plan review meeting materials to facilitate client communication.
• Manage key dates and events for clients and advisors, including fund changes, notices, 5500 filings, and compliance deadlines.
• Lead the process of plan amendments and recordkeeper fund changes.
• Review and approve retirement plan invoices to ensure accuracy.
• Maintain and update fee and service agreements for plan sponsors.
• Manage new business and lost business processes, ensuring accurate submission and monitoring.
• Provide general support to advisors and clients, addressing inquiries and resolving administrative issues.
• Compile fund line-up proposals for clients, considering investment options and fees.
• Oversee communication related to fund or plan changes, keeping clients and advisors informed.
• Schedule and follow up on client meetings to ensure effective communication and relationship management.
• Coordinate RFP due diligence research to support new business initiatives.
• Plan and schedule participant education sessions, including enrollment meetings.
• Conduct research and develop communication materials to promote participant education initiatives.
• Manage reminders to clients regarding fiduciary and financial academy opportunities.
• Oversee the review and update of Salesforce data related to plan design, contacts, and marketing distribution.
• Manage and maintain personal and team productivity in Salesforce.
• Support the implementation of Workplace to Wealth strategies.

Qualifications, Skills and Requirements:

• Strong understanding of ERISA regulations and fiduciary best practices in the retirement plan industry.
• Demonstrated capacity to build and document processes and procedures.
• Excellent communication, presentation, and interpersonal skills.
• Experience with data analysis and reporting tools.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proactive and results-oriented approach to client service and business development.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 5+ years of experience in retirement plan operations or a similar role.

​The typical base pay range for this role nationwide is $60K to $80K per year

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. 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.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

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”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!