OneDigital

Retirement Plan Analyst - Hybrid (Atlanta, GA)

Atlanta, GA Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

This role is responsible for assisting in the design, implementation, and maintenance of qualified retirement plans for clients and supporting the primary owner of a book of business. This position involves assisting with the analysis and design of retirement plan structures and learning to understand and communicate the broader OneDigital value proposition to prospective and current clients. This role works with service teams to provide an exceptional level of customer service, driving client retention.

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

Retirement Plan Consulting Support

  • Effectively communicate the value proposition of OneDigital's retirement plan and workplace‑to‑wealth solutions to prospective clients, highlighting the benefits of comprehensive offerings.
  • Participate in industry and conference presentations to showcase expertise and generate leads.
  • Organize and manage prospect events to educate potential clients about retirement plan options.

Client Relationship Management

  • Grow client relationships by working closely with plan sponsors to understand their needs, goals, and strategic objectives.
  • Work with the team to develop and execute customized relationship strategies aligned with each client’s unique situation.
  • Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.

Investment Consulting and Plan Design

  • Assist the team in providing investment advisory services for clients while adhering to all regulatory guidelines.
  • Support the presentation of a diverse range of plan options and investment choices to decision‑makers.
  • Leverage local and national strategies to provide participants with guidance on account‑related questions.
  • Support the design of complex retirement plan structures tailored to meet institutional client needs.

Compliance and Regulatory Expertise

  • Conduct benchmarking and due diligence to ensure client plans are competitive and meet industry standards.
  • Coordinate RFP fulfillment, demonstrating OneDigital’s capabilities and value proposition.
  • Stay informed of industry trends and regulatory changes to ensure client plan compliance.
  • Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommended adjustments.
  • Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance, including non‑discrimination testing review and analysis.
  • Facilitate fiduciary training to ensure clients understand their responsibilities and best practices.
  • Offer regulatory and legislative consulting to keep clients informed of relevant updates that may impact their plans.

Qualifications, Skills and Requirements

  • Proven track record of exceeding sales goals.
  • Strong understanding of ERISA regulations and fiduciary best practices.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to work independently and make sound decisions.
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
  • Demonstrated discipline maintaining sales pipeline information in a CRM; Salesforce preferred.
  • Proven success with multitasking and managing priorities effectively.
  • Ability to adapt to a rapidly changing business and technology environment.
  • Continuous learner mentality with the ability to adopt new solutions and interpret the impact of new laws for prospective clients.
  • Ability to maintain confidentiality of highly sensitive client information, including personnel and financial data.
  • Regular and predictable attendance required.
  • Business travel up to 25%.
  • Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.

Education, Training and Experience

  • Bachelor’s degree in Business, Economics, Finance, or a related field preferred, or relevant experience in retirement plan sales.
  • Two to five years of retirement plan‑related experience required.

Other

  • This job description is not intended to be an exhaustive list of duties, responsibilities, or requirements.
  • Employees may be required to perform other related duties as needed.
  • Reasonable accommodations will be provided for qualified individuals with disabilities.
  • The employer reserves the right to revise this job description at any time.
  • This job description does not constitute a contract of employment.

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 Francisco

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!