Top Tech Jobs & Startup Jobs

Serve as strategic HR Business Partner delivering HR strategy and programs to clients: employee relations, compensation, performance management, coaching, recruitment, compliance, training, budgeting, billing, client relationship management, and project delivery while leading teams and promoting company brand.

Manage an assigned book of employee benefits clients as their primary contact, coordinate with internal teams and consultants to handle renewals, enrollment, and service issues, advise on cost-saving and benefit strategy, conduct client meetings, assist with filings, and pursue cross-selling to grow the book while leading service delivery.

Manage a book of employee benefits clients as their primary contact: handle day-to-day service, renewals, enrollments, compliance (ERISA/Form 5500), cost-reduction strategies, client meetings, and collaborate with internal teams to meet service and growth objectives.

Manage a book of employee-benefits accounts as primary client contact, coordinate renewals and enrollments, advise on cost-saving benefit strategies, delegate to service teams, assist with 5500 filings, grow accounts via cross-sell, and provide leadership and proactive client communications.

Serve as a subject matter expert on OneDigital's investment platform, collaborate with advisors and national teams, implement and manage portfolios (rebalancing, trade oversight), develop customized portfolio proposals and client-ready deliverables, lead presentations and performance reporting, contribute to marketing and business development, and cultivate long-term advisor relationships.

Manage end-to-end revenue accounting for acquired entities, partner with Finance Integrations to transition systems, reconcile revenue and commissions, prepare monthly AR files and adjustments, ensure U.S. GAAP compliance, document processes and controls, and support cross-functional integration and close activities.

Provide client-focused payroll and system support for assigned accounts: handle phone queue, troubleshoot inquiries, perform payroll data entry, educate clients on system use, document interactions in CRM, and coordinate cross-departmentally to improve processes.

Manage an assigned book of benefits business as the primary client contact. Oversee renewals, delegate to internal service teams, conduct needs analyses and enrollment meetings, advise on cost reduction and benefits strategy, assist with filings, grow business through cross-sales, and lead service delivery for complex accounts.

Deliver financial education and workplace wellness programs to plan participants and sponsors, coordinate referrals to wealth advisors, track engagement and outcomes in CRM, collaborate with consultants and cross-functional teams, and travel frequently to local sites to execute regional goals.

Develop and maintain client relationships to provide wealth management and financial planning advice. Conduct retirement participant education, qualify leads, support business development and proposals, collaborate with portfolio and service teams, and meet sales goals while ensuring solutions align with clients' goals and risk tolerance.