Retirement Plan Analyst - Hybrid (New York City)

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: Summary: 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 our comprehensive solutions. Client Relationship Management Grow client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives. Work with the team to develop and execute a customized relationship strategy that aligns 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 is providing investment advisory services for clients, 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 due diligence to ensure clients' plans are competitive and meet industry standards. Assist with coordination of RFP fulfillment, demonstrating OneDigital's capabilities and value proposition. Assist in providing ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary. Assist with facilitating fiduciary training, ensuring clients understand their responsibilities and best practices. Assist with offering regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans. Qualifications, Skills and Requirements: Excellent communication, presentation, and interpersonal skills. Ability to work and make decisions independently. Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). 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 personnel and financial data. Regular and predictable attendance is required. Education, Training and Experience: Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales. Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 90 days of hire. The typical base pay range for this role nationwide is $55,000 to $60,000 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. 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! OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business.  We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities.  We call this "walking the talk", and it’s why we offer the same total-wellbeing benefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on  LinkedIn

Salary : $55,000 - $60,000