Manager - Retirement Investment Services

3 days ago

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OneDigital

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Employee Benefits • Health and Ancillary Benefits • Acquisitions • Dental / Vision • Consulting

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Description

• The Manager, Retirement Investments is a key member of the Retirement Solutions Team • Work closely and collaboratively with other members of the Retirement, Investment, field advisor teams, and strategic partners • Oversight and support of our Complete Retirement Solution (CRS) investment menus • Nationally supported Pooled Employer Plan (PEP) 3(38) client investment menus oversight and support • Collective Investment Trust oversight and support • Oversight and support of our investment monitoring system • Set up and administration of Personalized Portfolios • General investment support for our field advisors

Requirements

• Bachelor’s degree • 5 years of experience in retirement investment management and related fields • Knowledge of 3(38) investment management, pooled employer plans, and participant managed accounts requirements and regulations • Strong understanding of ERISA and other relevant regulations • Excellent organization, analytical, and decision-making skills • Possess and demonstrate key employee attributes such as integrity, honesty, trustworthiness, inspiration and encouragement • Strong communication and presentation skills • Proficiency in Microsoft Office and similar applications

Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts