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Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
The Client Service Specialist is responsible for day-to-day service of their assigned book of business. The CSS works closely and collaboratively with the Account Manager and internal service team to ensure service deliverables meet
and exceed client expectations. The CSS serves as one of the clients’ main point of contact for any benefit- related service needs.
Essential Duties and Responsibilities (include but are not limited to):
Qualifications, Skils and Requirements:
Education, Training and Experience:
Other:
Licensed role
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.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Official account of Jobstore.
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
This 10-week, paid internship will give you hands-on experience at one of the nations’ fastest growing strategic advisory firms. In this program, interns will have a wide variety of responsibilities within multiple departments of OneDigital, focusing on a path to employment upon graduation. This is a summer 2024 opportunity with daily workloads and schedules set by the PMO Director. This position will be a remote or an optional hybrid experience out of our Kansas City office.
Essential Duties and Responsibilities (include but are not limited to):
Departments: PMO
Assists team with requirements gathering and project reporting
Standardizes templates and procedures
Maintains information in Smartsheet
What to Expect:
You will have the opportunity to work on real-world assignments, network with top leaders in the organization, and grow professionally and personally with an assigned mentor
We are not just looking for “summer help”. Consider this a 10-week job interview with full-time, post-graduation positions waiting for those bring their A-game this summer
Qualifications, Skills and Requirements:
Strong organizational and time management skills
Demonstrated analytical and problem-solving skills with attention to detail
Ability to thrive in a fast-paced environment, while meeting or exceeding deadlines
Effective written and oral communication skills across a variety of audiences
Must be self-motivated and disciplined
Strong research and problem-solving skills
Positive, upbeat attitude
Ability to travel, if needed
Education, Training and Experience:
A rising Junior or rising Senior with an expected graduation date of either '24 or '25
In pursuit of a bachelor’s degree
Proficient with Microsoft Office applications including Excel, Word, and Outlook
Comfortable working with others in virtual environments
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.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Official account of Jobstore.
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
The Executive Assistant supports the Regional Managing Principal in a wide range of endeavors. The Executive Assistant manages the daily operations of the office providing clerical, administrative, and time management support, as well as assists other company executives, as needed. The EA will also manage and oversee office operations.
Essential Duties and Responsibilities (include but are not limited to):
Completes a broad variety of administrative tasks including: managing an extremely active calendar of appointments, completing expense reports, composing and preparing correspondence that is often confidential; arranging complex and detailed travel plans.
Prioritizes and follows up on incoming issues and concerns addressed to the Regional Managing Principal, including those of a sensitive or confidential nature.
Works closely and effectively with the Regional Managing Principal to keep them well informed of upcoming commitments and responsibilities.
Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows through on projects to successful completion, often with deadline pressures.
Assists in coordinating the agenda of senior management team meetings and off-sites.
Oversees all practical arrangements for executive meetings, (room arrangements, catering needs, etc.).
Manages the day-to-day operations of the office.
Receives and interacts with incoming visitors, clients and guests.
Interacts with internal staff at all levels.
Assists with various HR matters and other duties as assigned.
Qualifications, Skills and Requirements:
Poised and confident individual with excellent communication skills.
Must be able to effectively prioritize multiple tasks, meet short deadlines and take direction well.
Must be able to coordinate multiple schedules and produce accurate work despite frequent interruptions.
Possess the ability to perform assigned duties with minimum supervision.
Have strong attention to detail and accuracy.
Must be able to adapt and function well in fast-paced environment.
Must be able to maintain confidentiality at all times and with unquestionable integrity.
Ability to build strong professional relationships with stakeholders, including staff and external partners.
Demonstrated proactive approaches to problem solving, with strong decision-making capability.
High emotional maturity.
Ability to perform well within a team as well as independently.
Advanced proficiency in Microsoft Office.
Education, Training and Experience:
3+ years of experience supporting Executive and C-Suite professionals, required; 5+, preferred.
Bachelor’s Degree, preferred.
Experience handling sensitive and confidential matters.
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.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Official account of Jobstore.
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
The role of Senior Client Relationship Manager (CRM) is crucial for the success of the Retirement Advisory group. This person will be responsible for a portfolio of retirement plan clients and will work alongside Plan Advisors to develop relationship strategies and ensure fiduciary wellness. The Senior CRM is the day-to-day point of contact for Plan sponsors and service providers. They will work as part of a team, coordinating plan reviews and benchmarking, overseeing vendors, and leading participant education initiatives. They may also conduct investment reviews and offer fiduciary training for retirement plan committees. This is a consultative role that focuses on understanding and responding to the needs of the clients. The Senior CRM is responsible for ensuring client satisfaction by proactively providing solutions, anticipating concerns or issues, and seeking feedback.
Provide excellent client service that aligns with our company's values and reputation.
Review and prepare quarterly investment reports.
Update client records on Salesforce (CRM) and PlanTools (investment monitoring system).
Organize fiduciary review meetings, collaborate with provider partners on action items and other deliverables, and create meeting minutes and client communications.
Research client inquiries regarding Plan compliance and operations.
Work with service partners to provide daily support to Plan administrators and participants.
Oversee Plan conversion projects, benchmarking, and provider relationship management.
Work with internal OneDigital partners on joint client initiatives.
Lead participant education efforts and conduct one-on-one consultations.
Support and facilitate year-end compliance processes and Plan audits as needed.
To succeed in this role, you need to possess initiative and a positive "can-do" attitude. You must also demonstrate exceptional interpersonal and relationship management skills to ensure client satisfaction and successful team collaboration.
Excellent communication ability across various settings, including writing, speaking, and presenting, is a must, along with the ability to adjust communication style effectively depending on the setting and audience.
You need to be independent and self-directed, with superior attention to detail and follow-through. Demonstrating excellent organizational and time management skills and being able to manage priorities effectively is also essential.
Moreover, it's important to be adaptable to a rapidly changing business and technology environment and to stay up to date on industry, regulatory, and business best practices.
Finally, you must acknowledge OneDigital's Code of Ethics.
Experience in the financial services industry required, with five to ten years in retirement plan services.
Strong understanding of the capital markets and retirement plan investment vehicles.
FINRA 65 license required (or the ability to obtain within 3-6 months).
Understanding of ERISA and other retirement plan-related regulations (e.g., DOL, IRS).
Proficiency with Microsoft App Suite (Word, Excel, PowerPoint, Teams), SharePoint, Zoom, and SalesForce.
Professional designations (such as C(k)P, CPFA, AIF) preferred, but not required.
The typical base pay range for this role nationwide is $130,000 - $150,000 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.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Official account of Jobstore.
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
Trader
Job Description
OneDigital is currently looking for a trader to execute trader orders of models and strategies. The ideal candidate should have trading or related experience in utilizing algorithmic and block trading with a clear understanding best execution standards and practices. The position allows flexibility of working remotely or OneDigital offices with a team of investment professionals across the country.
Responsibilities
Execute buy/sell trade orders in client accounts invested in investment models and strategies with underlying investments in Exchange Traded Funds (ETFs), Mutual Funds, US and global stocks
Execute model rebalancing orders of investment models managed by in-house portfolio managers and sourced form external money managers
Monitor market information proactively to facilitate in making sound trading decisions and providing investment team relevant news
Strive toward process improvement and operational efficiency within the entire trade life cycle from order generation, execution, settlement, to custodian
Coordinate with operations, compliance, client service, and IT department, as required
Prepare reports and handle projects, as assigned
Required Skills and Qualification:
Undergraduate degree in finance or related field
Minimum 3 years trading or related experience in utilizing algorithmic and block trading with a clear understanding best execution standards and practices
Understanding of market structure and regulatory environment, transaction cost analysis, commission budgeting, and settlement process
Strong proficiency using Orion Eclipse trading platform, Microsoft Excel, broker-sponsored trading algorithms, and leading OMS/EMS providers
Thank you for your interest in joining the OneDigital team!
Official account of Jobstore.
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
The Employee Engagement Manager provides a positive experience for retirement plan clients and their employees. This position works closely with the Southeast Retirement + Wealth team and is empowered to effectively lead and oversee employee engagement. This position provides an exceptional level of service to clients and through customer service, communication, and relationship management skills.
The Employee Engagement Manager supports the Southeast R+W team by:
Essential Duties and Responsibilities (includes but is not limited to):
Primary Responsibilities:
The Employee Engagement Manager will work closely with Southeast Retirement + Wealth leadership in developing the Employee Engagement service and operational needs based on the OneDigital’s strategic plan and priorities. This position will also work closely with other leaders and teams across several areas and functions including, but not limited to sales consultants, client relations directors and managers, operations and marketing.
The primary responsibility of this position is to provide engagement and retirement expertise to the employees of our employer sponsored retirement plans. The Employee Engagement Manager will be responsible for engaging, organizing, and effectively conducting engagement meetings at client locations. This position will be the “go-to” in the southeast region for educational content related to OneDigital’s Workplace to Wealth initiative. Candidate will be expected to learn retirement plan provisions and customize presentations for any plan type in the book of business.
Duties:
Managerial Duties:
Qualifications, Skills and Requirements:
Education, Training and Experience:
Other:
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.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Official account of Jobstore.
If you don't have a Malaysian citizenship, but are living in Malaysia or if you are planning to move to Malaysia and are looking for jobs that can sponsor you, it is up to each individual employer on how it handles international candidates. We encourage you to read our blog post to help provide more information: 7 Easy Steps to Find Jobs in Malaysia As A Foreigner.
Have you tried following up? If you did not follow up with an email or phone call, how do you determine if the company received your job application? Enquire where they are in the review process and and then ask if they received your submission. While it would be great to receive a response from the company, sometimes it doesn’t happen. Take the initiative to follow to ensure your application has been received.
The period of the application process will vary, depending on the type of job you are applying for and your previous employment experience.
There are 6 position levels and each level can be associated with a salary range and different types of job titles. Jobs levels can be categorised into: non-executive, fresh/entry level, junior executive, senior executive, manager and senior manager.
Within Jobstore, there are hundreds of variations of jobs. Read through the job descriptions to find out about the typical responsibilities and employers for each job, so you can see what’s involved and who might employ you.