Talent.com
Senior Client Relationship Manager - Remote (Denver, CO)
Senior Client Relationship Manager - Remote (Denver, CO)OneDigital • Sacramento, CA, US
Senior Client Relationship Manager - Remote (Denver, CO)

Senior Client Relationship Manager - Remote (Denver, CO)

OneDigital • Sacramento, CA, US
12 days ago
Job type
  • Full-time
  • Remote
Job description

Our Newest Opportunity

This role is critical for building and managing strong relationships with assigned retirement plan clients, ensuring their satisfaction, and driving long-term value for both the client and OneDigital. This role will leverage their expertise in plan design, regulatory compliance and OneDigital's broader offerings to become a trusted advisor to clients, exceeding their expectations and identifying opportunities for cross-sale and revenue growth.

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

  • Client Relationship Management
  • Retirement Plan Services
  • Additional Responsibilities

Qualifications, Skills and Requirements :

  • Strong understanding of ERISA regulations and fiduciary best practices.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to work and make decisions independently.
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
  • Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
  • Proven success with multi-tasking and managing priorities effectively.
  • Ability to adapt to a rapidly changing business and technology environment.
  • Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
  • Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
  • Regular and predictable attendance is required.
  • Business travel up to 25%.
  • Education, Training and Experience :

  • Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
  • 5+ years of retirement plan related experience required
  • Other :

    This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

    The typical base pay range for this role nationwide is around $80,000 per year. 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.

    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.

    Create a job alert for this search

    Client Relationship Manager • Sacramento, CA, US

    Related jobs
    Client Relationship Specialist - Sacramento, CA

    Client Relationship Specialist - Sacramento, CA

    Charles Schwab • Florin, CA, US
    Full-time
    Position Type : Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your g...Show more
    Last updated: 12 hours ago • Promoted • New!
    Affiliate ManagerRemote

    Affiliate ManagerRemote

    Orderly Network • Sacramento, CA, US
    Full-time
    We are Orderly, the ultimate destination for decentralized trading platforms.We are not satisfied with the limitations of centralized exchanges or the complexities of building decentralized order b...Show more
    Last updated: 22 days ago • Promoted
    Client Success Manager - US Remote

    Client Success Manager - US Remote

    QS Quacquarelli Symonds • Sacramento, CA, US
    Remote
    Full-time
    At QS, we believe that work should empower you.That's why we foster a flexible working environment that encourages every employee to own their career whilst flourishing personally and professionall...Show more
    Last updated: 22 days ago • Promoted
    Zillow Flex Real Estate Agent

    Zillow Flex Real Estate Agent

    Culbertson and Gray Group • Lincoln, CA, US
    Full-time
    Are you a licensed real estate agent eager for genuine support and meaningful growth opportunities?.At The Culbertson Gray Group, we offer authentic tools, structured guidance, and leadership to he...Show more
    Last updated: 30+ days ago • Promoted
    Senior Relationship Manager, Commercial (Emerging Middle Market)

    Senior Relationship Manager, Commercial (Emerging Middle Market)

    Bmo • Sacramento, CA, US
    Part-time
    Middle Market Relationship Manager.The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues.The ideal candidate will have a strong COI (Center of Influences) network, establi...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Commercial Banking Relationship Manager

    Sr. Commercial Banking Relationship Manager

    First Bank • Roseville, CA, United States
    Full-time
    A Commercial Loan Officer III provides a full range of CRE lending and banking services to commercial customers.This includes determining credit eligibility, preparing loan narratives, ensuring loa...Show more
    Last updated: 30+ days ago • Promoted
    Senior Account & Relationship Manager - Remote

    Senior Account & Relationship Manager - Remote

    Wolters Kluwer • Sacramento, CA, United States
    Remote
    Full-time
    Senior Account & Relationship Manager - Remote R0051782 | CP / ESG TeamMate | WK Audit & Assurance | WK Financial Services, Inc. Account & Relationship Manager.This role is ideal for a high-performing...Show more
    Last updated: 30+ days ago • Promoted
    Client Manager

    Client Manager

    EPIC Brokers • Rancho Cordova, CA, US
    Full-time
    Location : This role requires periodic travel to one of our California locations : Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Ma...Show more
    Last updated: 30+ days ago • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion Edge • Lincoln, CA, United States
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show more
    Last updated: 1 day ago • Promoted
    Travel CT Tech in Lincoln, CA - $14026 / month

    Travel CT Tech in Lincoln, CA - $14026 / month

    VETTED • Lincoln, CA, United States
    Temporary
    Location : Roseville, California.Provides specialized healthcare services in a clinical setting.Works collaboratively with healthcare team members. Maintains professional standards and patient care q...Show more
    Last updated: 2 days ago • Promoted
    Surgical Clinical Account Manager - Sacramento, CA

    Surgical Clinical Account Manager - Sacramento, CA

    Hologic • Elk Grove, CA, United States
    Full-time
    Surgical Clinical Account Manager - Sacramento, CA.As the Clinical Account Manager (CAM) here at Hologic, you will lead the way to achieve year on year growth within your territory for our GYN Surg...Show more
    Last updated: 10 days ago • Promoted
    Client Relationship Manager

    Client Relationship Manager

    California Staffing • Sacramento, CA, US
    Full-time
    Cardinal Health Sonexus Health Pharmacy Services.Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, a...Show more
    Last updated: 5 days ago • Promoted
    Remote Client Relations Coordinator

    Remote Client Relations Coordinator

    TradeJobsWorkforce • 95829 Vineyard, CA, US
    Remote
    Full-time
    As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including : respond to customer inquiries via phone, ...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Consultant 2 (Banker) - Campus Commons - Sacramento, CA (38hrs)

    Client Relationship Consultant 2 (Banker) - Campus Commons - Sacramento, CA (38hrs)

    U.S. Bancorp • Sacramento, CA, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 30+ days ago • Promoted
    Enterprise Client Partner

    Enterprise Client Partner

    Yobi • Sacramento, CA, US
    Full-time
    Yobi is a rapidly growing tech company in the behavioral modeling and personalization space.Our mission is to ethically democratize the AI revolution. Since our founding in 2019, we have been busy a...Show more
    Last updated: 22 days ago • Promoted
    Resourcive : Director, Client Services

    Resourcive : Director, Client Services

    ScanSource • Sacramento, CA, US
    Full-time
    Resourcive is an independent firm of telecom and IT experts and consultants.Our strategic approach helps businesses reduce the expense and complexity of their telecom and IT infrastructure.From aud...Show more
    Last updated: 30+ days ago • Promoted
    Customer Account Manager

    Customer Account Manager

    San Francisco Bay Coffee Co • Lincoln, CA, United States
    Full-time
    Benefits : Medical, Vision, Dental, 401K, Life Insurance, Health Savings Account, Costco Membership Reimbursement and 40% off Employee Discount. Here at San Francisco Bay Coffee, our mission is to cu...Show more
    Last updated: 10 days ago • Promoted
    Client Relationship Consultant 1 (Banker) - Sunrise Mall - Citrus Heights, CA (32hrs)CategoryBranch BankingJob Id2025-0026968LocationCitrus Heights, CA, United StatesPosting Start Date11 / 07 / 2025Anticipated Posting End Date11 / 17 / 2025Job TypeFull time

    Client Relationship Consultant 1 (Banker) - Sunrise Mall - Citrus Heights, CA (32hrs)CategoryBranch BankingJob Id2025-0026968LocationCitrus Heights, CA, United StatesPosting Start Date11 / 07 / 2025Anticipated Posting End Date11 / 17 / 2025Job TypeFull time

    US Bank • Carmichael, CA, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 19 days ago • Promoted