Client Portfolio Manager - Greensboro, NC

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity: 

Duties: Serve as a subject matter expert on OneDigital's investment platform and operational requirements. Collaborate seamlessly with advisors and national teams to ensure efficient and effective platform utilization. Conduct in-depth portfolio and asset allocation discussions with advisors. Tasked with portfolio implementation responsibilities (rebalancing, trade execution oversight, and monitoring portfolio alignment). Leverage your knowledge to craft tailored investment plans aligned with client goals and risk tolerance. Develop and cultivate strong, long-term relationships with financial advisors, becoming an indispensable partner in their client service efforts. Partner with advisors, other Field Investment Professionals, and the national CPM team to develop customized portfolio proposals that meet specific client needs. Oversee the construction and ongoing management of these portfolios. Translate complex investment strategies into clear, concise, and actionable client-ready deliverables and insights for advisors. Lead the development and delivery of client presentations and performance reports, ensuring timely and impactful communication. Contribute to the development of marketing materials related to investment strategies and market trends, positioning OneDigital as a thought leader in wealth management. Actively support business development activities, contributing to the overall success and growth of our business.

REQUIREMENTS: Bachelor’s degree (or foreign equivalent) in Business, Economics, Accounting, Finance, or a related field. Five years of experience in the offered position or in a similar investment management role involving work with financial advisors and investment vehicles including ETFs, mutual funds, model portfolios, institutional accounts, and commingled funds. Must possess Series 63 license (or equivalent state securities licensure). Telecommuting is allowed.

CONTACT: Lourdes Rodriguez, VP Legal

OneDigital Investment Advisors, LLC

300 Galleria Parkway, Suite 1100

Atlanta, GA 30339

(770) 250-2947

[email protected]

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

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 Francsico

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.

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.

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.

Thank you for your interest in joining the OneDigital team!