Retirement Plan Analyst – Remote

OneDigital is proud of the tight-knit community we’ve built since the day we were founded. We’re picky about the people who work for us, because as much as we are a business, we’re also a family. Even through our rapid growth, we’ve managed to preserve our unique culture. We have a simple philosophy that if you take care of your employees, they will take care of customers and the bottom line takes care of itself.

With a distinctive culture, the best-in-class products and outstanding service, OneDigital has been recognized time and time again for our accomplishments within our industry as well as what we offer within our organization. Are you ready to join an already winning team and help us continue to grow for years to come?

Our Newest Opportunity:

Summary:

OneDigital is looking for a knowledgeable and coachable individual within the retirement plan industry to join its award-winning, and dedicated team. OneDigital provides tailored services to its clients and specializes in both the corporate and not-for-profit sectors.

This position is based out of the Red Bank, New Jersey office, but can be a fully remote, work from home position from anywhere in the United States.

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

• Assist consulting and investment teams with general investment research and prepare client materials
• Assist in the investment monitoring and selection process
• Attend and participate in client committee meetings (as requested)
• Gather plan and participant level data
• Develop and draft proposals and responses to RFPs
• Conduct investment and plan research to draft materials for client presentations
• Assist in drafting of RFP analysis
• Coordination and preparation vendor and client meetings
• Perform data analysis and create necessary reports
• Plan design and fee benchmarking tools

Qualifications, Skills and Requirements:

• Investment training or work experiences within the retirement plan industry, preferred
• High level of proficiency skills in Excel, Word and PowerPoint
• Strong ethical character and moral compass
• Team-oriented
• Well-organized and can work independently
• Strong interpersonal skills, organizational skills and ability to multitask
• Strong oral and written skill

Education, Training and Experience:

• B.S./B.A. preferred
• Preference to individuals pursuing the CFA track

Thank you for your interest in joining the OneDigital team!