Director Client Management Services

At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

Job Summary

Responsible for the day-to-day plan administration of retirement plans. This role acts as the primary resource for the day-to-day contact for the customer's retirement plan.

Primary duties may include, but are not limited to:

• Oversees the day-to-day activities of a retirement services team whom are managing client/advisor relationships.
• Leads staff and assists with needed resources to resolve complex problems.
• Manages Plan Manager workloads during periods of peak volume.
• Provides performance coaching and reviews and manages, motivates and develops associates.
• Seeks cost savings and revenue generation opportunities through process improvement.
• Leadership through strategic thinking.

Job Requirements

Required Education and/or Certifications

• Bachelor's Degree or
• 7+ years related experience and industry designation (QKA, QPA, APA)

Recommended Education and/or Certifications

• Recommended College Major: Finance, Accounting, Business or Math

Required Work Experience

• Prior people leadership experience is required
• 7+ years of experience in retirement plan administration in a daily environment, TPA or Advisor Firm.

Salary Band: 07A

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, WI, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.

Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.