Director Client Management Services

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

The Director Client Management Services oversees the day-to-day plan administration of OneAmerica Financial retirement plans. This role acts as the primary resource for the daily activities of a retirement services team member managing client/advisor relationships. This leader will look for cost savings and revenue generation opportunities through process improvements.

In This Job, You Will

• Lead staff and assist with needed resources to resolve complex problems.
• Provide performance coaching and develop associates.
• Attract, coach, develop and retain a diverse, high-performing team.
• Respond to complex internal and external questions.
• Manage Plan Manager workloads during periods of peak volume.
  
  

You Bring

• 4-year degree required; recommend Finance, Accounting, Business or Math degree.
• 7+ years of experience working within the retirement services plan administration, TPA or advisor firm.
• QKA, QPA, APA designation preferred.
• Experience with OMNI, Salesforce, RPS preferred.
• Excellent leadership, management, team-building, and organizational skills.
• Strong analytical skills with the ability to use data to drive action.
• Ability to think strategically and execute methodically.
• Strong ability to influence and build relationships across multiple business disciplines.
• Ability to communicate and present clearly, concisely, and assertively (written and orally).
  
  

Your Approach To Leadership Includes

• Exceptional communication skills both verbal and written
• Ability to relate complex information in simple, digestible terms
• Extensive understanding of retirement products
• Strong judgement and decision-making skills
• Leader who cares deeply about team members and lead with them in mind
• Can manage tough conversations professionally
• Invite different perspectives and encourage team members to offer ideas to improve
  
  

Salary Band: 7A

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, 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 Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Disclaimer: OneAmerica Financial 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 Financial, visit oneamerica.com/companies.