Project Consultant, PEMA

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 Project Manager/Managing Consultant is responsible for the overall management of their assigned book of business, as well as management of Due Diligence Projects. They work closely and collaboratively with the internal

service team to ensure Due Diligence project deliverables meet and exceed expectations. They will help govern relationships with Private Equity and M&A Clientele.

Essential Duties and Responsibilities (include but are not limited to):

· Manages and maintains assigned book of business

· Project Manager of Due Diligence workflow process

· Relationship Manager of the Private Equity contacts

· Serves in an advisory capacity for clients; and prepared to provide additional customer service to private

equity contact(s) for special project work, analysis, etc. on an as needed basis

· Provide department updates, processes and trainings to team members on an as-needed basis

· Delegates work assignments to internal service team members

· Manage the entire renewal process

· Manages day to day client issues

· Provides leadership within the extended service team

Qualifications, Skills and Requirements:

· Must be self-motivated and disciplined

· Possess excellent written and verbal communication skills

· Possess strong organizational skills

· Must be very detail-oriented

· Demonstrate leadership capabilities

· Ability to work with clients at a strategic level

· Ability to thrive in fast-paced environment

Education, Training and Experience:

· 5+ years’ experience in account management or in a consultative role, required

· Prior experience working with Private Equity firms either in a due diligence or client capacity

· Current Life and Health license, required

· Thorough knowledge of health and ancillary products; required

· Working knowledge of all Microsoft Office products; required

· Bachelor’s Degree, preferred

· Experience with database applications, a plus.

Other:

Licensed role

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.

Thank you for your interest in joining the OneDigital team!