Retirement Plan Analyst - Hybrid (Atlanta, GA)

About the role

This role supports the design, implementation, and maintenance of qualified retirement plans for clients while developing the skills and knowledge to become a primary owner of a book of business. This position provides hands-on exposure to retirement plan structures, client relationships, and the broader OneDigital value proposition, with an emphasis on learning to deliver an exceptional client experience under the guidance of senior consulting team members. Essential Duties and Responsibilities (includes but is not limited to): Business Development & Client Growth At this level, business development activities are primarily observational and supportive in nature, building foundational knowledge and market presence over time. Develop a working knowledge of OneDigital's full suite of employer-facing solutions in order to effectively support senior team members in positioning the right resources for each client's needs. Support the identification of opportunities to introduce other OneDigital verticals and service lines to existing clients, contributing to relationship deepening and retention efforts. Where applicable, assist in RFP fulfillment processes and prospect-facing activities, leveraging market, regional, and national resources under the direction of senior consultants. Participate in industry events, conferences, and prospect-facing engagements to build foundational market knowledge and professional presence. Client Relationship Management & Retention This role supports senior consulting team members in client relationship management while developing the skills and experience to independently own client relationships over time. Support senior consulting team members in managing assigned client relationships, developing an understanding of each client's goals, plan design, and organizational objectives. Participate in client meetings, strategic reviews, and plan sponsor communications, building the skills to independently own client interactions over time. Assist in the execution of client relationship strategies, contributing to client satisfaction and retention goals. Begin building trusted relationships with assigned client contacts through consistent follow-through, responsiveness, and attention to client needs. Plan Consulting & Advisory Services The degree to which this role personally delivers versus supports consulting services will vary based on team structure and the guidance of senior team members. Support the delivery of retirement plan consulting services - including plan design, benchmarking, investment menu analysis, and fiduciary guidance - under the direction of senior team members, performing work directly and/or coordinating with Investment Consultants and other specialists. Assist in coordinating participant education and engagement efforts, including working with Employee Engagement Managers for group delivery and connecting participants to Financial Advisors for individual needs where applicable. Develop a working knowledge of regulatory and legislative developments affecting retirement plans, supporting senior consultants in preparing client communications and recommendations. Support fiduciary training efforts for plan sponsors, leveraging national resources and best-practice frameworks under the guidance of senior team members. Where applicable, coordinate with OneDigital's internal retirement plan administration team to support testing, plan amendments, and compliance needs. Team Coordination & Specialist Leverage At this level, the primary expectation is to work collaboratively within the service team and develop a working understanding of OneDigital's team-based service model. Work collaboratively within the client service team - including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors - to support a coordinated client experience. Develop an understanding of OneDigital's team-based

Additional Information

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity:

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