Senior Client Relationship Manager

OneDigital

Senior Client Relationship Manager managing client relationships for retirement plan clients at OneDigital. Collaborating with Plan Advisors and internal specialists to deliver comprehensive services and support governance.

Posted 5/21/2026full-timePhoenix • Arizona • 🇺🇸 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
Provide excellent client service that aligns with company’s values and reputation
Partner with Plan Advisor to build and execute annual service and relationship plans
Organize fiduciary review meetings, coordinate with provider partners on action items and deliverables
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® for accurate documentation
Research client inquiries regarding plan compliance and operations
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
Facilitate participant education initiatives and support 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)
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 company policy
Employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client relationship managementfiduciary reviewinvestment reportingbenchmarkingfee analysisplan complianceretirement plan supportplan conversion project managementparticipant educationregulatory knowledge

Soft Skills

excellent client serviceorganizational skillscommunication skillscollaborationproblem-solvingattention to detailproject managementrelationship managementfacilitationsupportive

Certifications

FINRA Series 65C(k)PCPFAAIF