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Senior Client Relationship Manager at OneDigital - ApplyBlast

Senior Client Relationship Manager

OneDigital

2 months ago

3.1 on Glassdoor

San Francisco, California, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Client Relationship Manager partners with Plan Advisors and internal specialists to develop relationship strategies, support fiduciary wellness, and drive execution of plan governance, benchmarking, and participant engagement activities. This non‑producing role serves as the primary point of contact for plan sponsors and provider partners, ensuring high‑quality client service and coordination across internal and external stakeholders.

Responsibilities

Own and manage client relationship end to end
Partner with Plan Advisor to develop and execute annual service plans
Oversee plan conversion projects and coordinate implementation timelines

Skills

Qualifications

FINRA Series 65C(k)PCPFAAIF

About OneDigital

onedigital.com

Headquarters

Atlanta, Georgia, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

OneDigital is a national advisory firm providing insurance, employee benefits, HR consulting, financial services, and PEO solutions to businesses and individuals. They help clients manage risk, control costs, and plan for long-term success through data-driven strategies and personalized guidance. With over 100,000 clients served nationwide, OneDigital combines workplace benefits, business insurance, retirement planning, and financial education into integrated solutions.