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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…