OneDigital
The Senior Client Relationship Manager partners with Plan Advisors and internal specialists to develop relationship strategies, support fiduciary wellness, and drive the execution of plan governance and participant engagement activities. This role serves as the primary point of contact for plan sponsors, managing client relationships end-to-end to ensure high-quality service and retention. The position involves collaborating with internal teams and external partners to deliver consistent outcomes and support client needs across various stages of their financial journey.
Headquarters
Atlanta, Georgia, United States
Company Size
1001-5000 employees
Founded
2000
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for OneDigital.
Co-founder of $7 billion company refocuses on WNY
Oct 28, 2025
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