Sitting within the Retirement Solutions team, this role partners directly with Financial Services leadership, Sales Enablement, Marketing, Compliance, local market leadership, advisors, and other cross-functional stakeholders to build a scalable, high-performing pursuit engine that becomes a competitive advantage for the practice. Our Newest Opportunity: Summary: This role leads the strategy, content, and operating model for OneDigital's Financial Services RFP and proposal function, a capability focused on supporting prospective client business development efforts, primarily within retirement plans including defined contribution, defined benefit, and related institutional business.