Senior Client Relationship Manager

OneDigital

Senior Client Relationship Manager managing client relationships for retirement plans. Collaborating with internal teams to deliver exceptional client service in financial services industry.

Posted 5/21/2026full-timeWalnut Creek • California • 🇺🇸 United StatesSenior💰 $150,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

Own and manage the client relationship end-to-end as a non-producing relationship manager, serving as the primary point of contact for plan sponsors and provider partners.
Provide excellent client service that aligns with our company’s values and reputation.
Partner with the Plan Advisor to build and execute annual service and relationship plans, including governance calendars, deliverables, and client communications.
Participate and collaborate with the retention team’s client servicing efforts and practices.
Organize fiduciary review meetings, coordinate with provider partners on action items and deliverables, and create agendas, meeting minutes, and follow-up communications.
Review and prepare quarterly investment and fiduciary reports and support benchmarking and fee analysis activities.
Update client records and workflows in Salesforce (CRM) and fi360/Toolkit® (investment monitoring system) to ensure accurate documentation and follow-through.
Research client inquiries regarding plan compliance and operations, proactively leveraging internal resources and escalating appropriately to advisors, specialists, and external partners.
Work with service partners to provide day-to-day support to plan administrators and participants.
Oversee plan conversion projects, coordinate implementation timelines, and support provider relationship management.
Work with internal OneDigital partners on joint client initiatives and bring the right experts to the table to solve client needs.
Facilitate participant education initiatives and collaborate with lead financial coach(es) assigned (as applicable).
Support and facilitate year-end compliance processes and plan audits as needed.

Requirements

What you’ll need

Five to 10 years of experience in the financial services industry
direct experience supporting retirement plan clients (e.g., 401(k), 403(b), and/or non-qual plans)
demonstrated experience managing ongoing client service delivery and complex workflows across internal and external stakeholders
strong understanding of capital markets and retirement plan investment vehicles
FINRA Series 65 required (or ability to obtain within 3 to 6 months of hire)
working knowledge of ERISA and other retirement plan-related regulations (e.g., DOL, IRS)
proficiency with Microsoft 365 (Word, Excel, PowerPoint, Teams), SharePoint, Zoom, and Salesforce
professional designations (such as C(k)P, CPFA, AIF) preferred but not required.

Benefits

Comp & perks

health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses per the company policy
employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client service deliveryworkflow managementfiduciary reviewinvestment reportingbenchmarkingfee analysisretirement plan compliancecapital markets understandingretirement plan investment vehicles

Soft Skills

relationship managementcommunicationcollaborationorganizationproblem-solving

Certifications

FINRA Series 65C(k)PCPFAAIF