OneDigital · 7 hours ago

Manager of Retirement Investment Services - Remote

United States

Full-time

Remote

Mid, Senior Level

$120K/yr - $135K/yr

5+ years exp

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Responsibilities

Oversight of CRS client 3(38) investment menus: Oversee all CRS client investment menus ensuring compliance with ERISA section 3(38) and that client investment menus meet the needs of participating employers and their employees. Coordinate investment menu changes with record keepers including notice requirements. Be available for questions and assistance related to sales and business development, including RFP responses, and investment monitoring.

Oversight of our nationally supported PEP 3(38) investment menus: Oversee nationally supported pooled employer plan solutions including, provider partner relationships (recordkeepers, third party administrators, Pooled Plan Providers), PEP investment menus ensuring compliance with ERISA section 3(38) and that client investment menus meet the needs of participating employers and their employees. Coordinate investment menu changes with record keepers including notice requirements. Be available for questions and assistance related to sales and business development, client service, RFP responses, and investment monitoring.

Collective Investment Trusts: OneDigital utilizes multiple CITs when delivering our investment services for clients. The Manager’s role will be oversight of administration related to the CITs used by OneDigital.

Investment Monitoring System: The manager will be the primary point of contact, support, and administration for our investment monitoring tool for both internal and external contacts.

Personalized Portfolios managed account investments: Partner with field advisors and manage the implementation and investment changes related to OneDigital Personalized Portfolios (advisor managed accounts) for clients.

Risk management: Identify, assess, and manage investment risks, ensuring compliance of the investment menus and Personalized Portfolios related to all responsibilities above.

Reporting: Partner with the Retirement Services, CRS, and Marketing teams to develop, prepare and present quarterly monitoring reports (QMRs) and Executive Summary, as needed and arrange quarterly webinar presenting QMRs for CRS and nationally supported PEP clients.

Qualification

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Retirement investment managementERISA3(38) investment managementPooled employer plansParticipant managed accountsMicrosoft Office proficiency