Retirement Plan Associate

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

The Retirement Plan Associate serves as a key partner to consultants and plan sponsors, overseeing complex projects and ensuring the timely delivery of high‑quality client deliverables. This position blends analytical work with client-facing responsibilities, requiring close collaboration with internal teams, recordkeepers, money managers, and other external partners. The Associate is responsible for driving progress across multiple simultaneous initiatives, including investment monitoring, operational improvements, compliance‑related tasks, participant engagement projects, and service provider updates, while maintaining exceptional attention to detail and clear communication. By preparing client‑ready materials, tracking timelines, and managing follow‑ups, the Associate helps ensure that consultants can deliver a seamless, professional, and proactive client experience.

Key Responsibilities

· Prepare client‑ready materials, including investment reports, meeting decks, governance documentation, and project status updates.

· Participate in client meetings and calls, documenting key discussion points, decisions, and action items.

· Lead follow‑ups with clients, recordkeepers, and other external partners, ensuring tasks move forward efficiently.

· Manage multiple concurrent projects, tracking timelines, deliverables, and stakeholder responsibilities across topics such as investments, operations, compliance, and employee education.

· Support investment‑related tasks as part of the consulting process, such as preparing monitoring reports, facilitating fund changes, and coordinating with investment research teams when necessary.

· Identify opportunities to enhance the client experience, streamline workflows, and strengthen project execution.

Qualifications & Experience

· Bachelor’s or Master’s degree in Finance or a related business field

· 2–4 years of experience in an investment or retirement plan client service role

Preferred Skills

· Strong project management and organizational abilities; comfort managing multiple workstreams simultaneously.

· Excellent communication skills, including the ability to coordinate across varied stakeholders.

· Strong analytical and problem-solving skills with the ability to translate data into actionable insights for consultants and clients.

· A collaborative mindset and ability to work effectively with multiple internal teams.

· Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).

· Familiarity with Salesforce and Fi360 is a plus

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!