Market Director, Investment Consulting

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Must be eligible to work in the United States without the need for work visa or residency sponsorship.

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Our Newest Opportunity:

Summary:

The Market Director, Investment Consulting is responsible for leading and delivering investment consulting expertise across an assigned market, supporting OneDigital’s retirement plan advisory services. This role serves as a player-coach, combining hands-on investment consulting responsibilities with market leadership accountability. The Market Director ensures consistent, high-quality investment analysis, fiduciary guidance, and client-facing recommendations while also coordinating, standardizing, and overseeing how investment consulting services are deployed across the region.

This role may directly manage investment consulting professionals and/or lead through influence across offices and teams, using shared frameworks, operating standards, and clear expectations. The Market Director partners closely with Retirement leadership, Advisors, Service teams, and national investment and research teams to align regional execution with national strategy while supporting effective local delivery.

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

Market Investment Consulting Leadership & Deployment

- Lead the deployment of OneDigital’s national investment consulting approach within the assigned market , ensuring alignment with national frameworks while supporting appropriate regional execution.
- Establish market standards, workflows, and best practices for investment analysis, fund monitoring, and fiduciary support.
- Coordinate investment consulting coverage across the market, including direct delivery by Investment Consultants and collaboration with Advisors, Service teams, and other partners as appropriate.
- Serve as a market point of accountability for consistency, quality, and scalability of investment consulting services.

Investment Consulting Delivery

- Conduct comprehensive analysis of retirement plan investment options, including asset allocation, performance, fees, and fiduciary considerations.
- Collaborate with Advisors and Service teams to actively monitor client portfolios and develop data-driven investment recommendations for plan sponsors.
- Lead and participate in fund reviews, manager evaluations, and investment change analyses, supporting informed decision-making by clients and internal teams.
- Identify emerging investment trends and opportunities and translate insights into actionable guidance for plan sponsors.
- Provide clear, client-ready investment insights, talking points, and materials to support meetings, reviews, and ongoing client communication.

People Leadership & Team Coordination

- Provide direct leadership, coaching, and performance support to regional Investment Consultants where applicable.
- Lead through influence when direct reporting relationships do not exist, using shared standards, tools, and expectations to coordinate work across offices.
- Support talent development, role clarity, and capacity planning within the market in partnership with Retirement and national leadership.
- Serve as a thought partner on career paths, skill development, and evolving investment consulting capabilities.

Fiduciary Governance & Advisor Partnership

- Serve as a market subject-matter expert on fiduciary governance, ERISA considerations, and investment best practices.
- Partner with Advisors and Service teams to ensure investment recommendations align with fiduciary obligations and client objectives.
- Support consistent positioning of OneDigital’s investment consulting value proposition with plan sponsors and prospects.

National Connectivity & Continuous Improvement

- Maintain strong alignment with national investment, research, and Retirement teams to stay current on strategy updates, tools, and evolving priorities.
- Contribute regional insights, feedback, and best practices to inform national enhancements, pilots, and continuous improvement efforts.
- Support adoption of new tools, analytics, and regulatory guidance across the region.

Qualifications, Skills and Requirements:

- Strong analytical skills with the ability to translate complex investment data into clear, actionable insights for plan sponsors.
- Deep understanding of fiduciary governance principles, ERISA regulations, and retirement plan investment best practices.
- Proven ability to collaborate effectively across Advisors, Service teams, and leadership.
- Demonstrated leadership capability through direct management and/or influence.
- Excellent communication and presentation skills, including client-facing discussions and internal collaboration.
- Entrepreneurial mindset with a disciplined, solutions-oriented approach.
- High level of integrity and ability to maintain confidentiality of sensitive client and business information.
- Proficiency with Microsoft Office (Excel, PowerPoint, Word).
- Demonstrated discipline maintaining client and activity information in a CRM (Salesforce preferred).
- Ability to manage multiple priorities in a dynamic environment.
- Willingness to travel up to 25%.
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors

Education, Training and Experience:

- Bachelor’s degree in Business, Economics, Finance, or a related field, or equivalent relevant experience.
- 8+ years of experience in investment management or investment consulting, with a focus on defined contribution and/or defined benefit retirement plans.
- Prior experience in a senior, lead, or player-coach role supporting Advisors and plan sponsors strongly preferred.

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 information below is for internal use only.

Pre-hire Screening Requirements:

- Criminal
- Financial

Registration and Licensure

- This role is required to be licensed and registered as an IAR of OneDigital Investment Advisors.
- License requirements may be legally met through the options outlined below. Determination of the best license pathway for a particular role should be determined by the hiring manager based on the needs of the business and the job description may be updated to reflect that determination. Series 65
- Series 7 plus 66 if allowed by state law
- Certified Financial Planner™ (CFP®) or Chartered Financial Analyst® (CFA®) if allowed by state law

- If a license or designation is not currently held by a candidate, they are not qualified for consideration at this level.

Job Description Customization

- Hiring managers may customize this job description based on their specific needs. HR/Talent Management should provide oversight to ensure additional duties still reflect the primary intent of the role and reach out to Business Line leadership when questions arise.

The typical base pay range for this role nationwide is $115,000 to $125,000 per year.

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.

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.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!