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.

Our Newest Opportunity:

The Employee Engagement Manager provides a positive experience for retirement plan clients and their employees. This position works closely with the Southeast Retirement + Wealth team and is empowered to effectively lead and oversee employee engagement. This position provides an exceptional level of service to clients and through customer service, communication, and relationship management skills.

The Employee Engagement Manager supports the Southeast R+W team by:

• Managing the day-to-day employee engagement needs and operations across the region
• Implement the firm's employee engagement services, including Personal Financial Planning, onboarding open enrollment and ongoing client reporting
• Promoting Personal Financial Planning for new and existing clients
• Conducting group presentations
• Advisor Managed Accounts (AMA) educator, expert in offering with each service provider
• Becoming a liaison to OneDigital's southeast wealth advisory team
• Building and managing resource library for the southeast region, including open enrollment, health & benefit fairs and other popular educational topics (Examples: HSA savings, Roth v Pre-tax, Rollovers)
• Coordination with services providers for educational material related to technology, mobile apps, plan highlights, and service provider changes
• Participation in sales meetings as needed

Essential Duties and Responsibilities (includes but is not limited to):

Primary Responsibilities:

The Employee Engagement Manager will work closely with Southeast Retirement + Wealth leadership in developing the Employee Engagement service and operational needs based on the OneDigital's strategic plan and priorities. This position will also work closely with other leaders and teams across several areas and functions including, but not limited to sales consultants, client relations directors and managers, operations and marketing.

The primary responsibility of this position is to provide engagement and retirement expertise to the employees of our employer sponsored retirement plans. The Employee Engagement Manager will be responsible for engaging, organizing, and effectively conducting engagement meetings at client locations. This position will be the "go-to" in the southeast region for educational content related to OneDigital's Workplace to Wealth initiative. Candidate will be expected to learn retirement plan provisions and customize presentations for any plan type in the book of business.

Duties:

• Work with Client Relations, Sales and Client to deliver specific engagement strategies including presentations which meet the individual needs of each client employee group
• Assist the benefits department with the overall communication of the plan
• Schedule and conduct group engagement meetings, deliver workshops, webinars and enrollment meetings to achieve client goals
• Schedule and conduct one-on-one retirement planning meetings with client employees as needed
• Provide employees with insight into the investments offered under each client plan, including educating on investment objectives and performance
• Maintain current and accurate records to document employee progress towards goals
• Develop and execute strategies and approaches to promote employee action toward meeting retirement objectives
• Explain and ensure employees understand product options
• Work with employees with multi-product needs and connect with other product specialists as needed.
• Educate and enroll employees into Personalized Portfolios (Advisor Managed Accounts)

Managerial Duties:

• Proactively and effectively disseminate information to team members
• Assist team members in daily problem resolution
• Communicate to management and team when problems are discovered that affect daily processes
• Identify operational gaps and work with Regional VP, Client Relations and Operations and respective team members for resolution
• Provide general oversight of daily team functions
• Lead and motivate employees by encouraging maximum performance and dedication
• Ensure the team meets or exceeds all performance standards by monitoring daily operations, perform quality reviews, proof outgoing reports and statements, and work with the team to identify opportunities for improvement
• Provide subject matter expertise and coach new team members
• Work closely with regional leadership to evaluate current knowledge-level of team to design and implement appropriate educational resources and training for internal employees
• Exercise sound business judgment when providing guidance to members of the team
• Perform other duties, as needed

Qualifications, Skills and Requirements:

• Demonstrate exceptional public speaking and communication skills
• Exceptional ability to communicate effectively across a variety of communication settings
• Demonstrate effective communication style based on setting and audience
• Effective presenter to diverse groups with varied financial backgrounds
• Versed in employer sponsored retirement plans and the advantages of each plan regarding retirement savings
• Effectively prepare for and facilitate educational meetings and campaigns
• Initiative and a positive, "can-do" attitude is required
• Lead by example with maintaining positive, productive relationships with clients
• Demonstrate exceptional interpersonal and customer service skills
• Demonstrate ability to work and make decisions independently with minimal supervision
• Superior attention to detail and follow-through; Accuracy and attention to details is a must
• Possess a passion to help team and clients
• Ability to see big picture, communicate that vision effectively to others, and oversee planning out details
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint), Adobe and Salesforce
• Ability to effectively use and train others how to use proprietary software and databases
• Lead by example with exceptional organizational and time management skills and the ability to manage priorities effectively
• Lead by example and motivate others to adapt to a rapidly changing business and technology environment
• Demonstrate sound business judgment and problem solving skills on advanced or technical concepts
• Demonstrate critical thinking for process improvement and providing resolutions to requests
• Ability to lead the team to a prompt decision on time-sensitive client issues
• Ability to effectively coach and train others
• Demonstrate initiative to overcome obstacles
• Ability to create and foster a positive work environment where everyone wants to do their best
• Ability to communicate about delicate subject matters with internal team and with clients
• Ability to build constructive and effective relationships with internal and external customers. Must be professional, courteous, diplomatic, and tactful.
• Stay current on and has the ability to train others on company systems and procedures

Education, Training and Experience:

• College degree required in Business Administration, Accounting, Finance, or equivalent financial services industry experience
• 5+ years of industry experience required
• Thorough understanding of retirement plan administration and ERISA guidelines
• Knowledge and understanding of department functions and interactions
• Series 65 required

Other:

• Regular and predictable attendance is required
• In addition, applicants must be willing to work overtime during peak seasons to meet deadlines and department goals and initiatives
• Primarily sedentary work, ability to move about office and attend client visits
• Travel is limited to occasional industry conferences and client meetings
• Ability to move 20 pounds on a regular basis
• Visual acuity for computer work and written documents
• Ability to hear to converse via telephone and in person
• Access to highly confidential personnel and financial data

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

Thank you for your interest in joining the OneDigital team!