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Transamerica · 5 months ago

Manager Client Onboarding- Retirement (Large Market)

Cedar Rapids, Iowa

Full-time

Hybrid

Mid, Senior Level

$101K/yr - $115K/yr

5+ years exp

Transamerica is a financial services company dedicated to helping people achieve financial freedom. They are seeking a Manager for Client Onboarding in the Retirement sector, responsible for overseeing the onboarding of new retirement plans and ensuring quality service to clients through effective team management and compliance oversight.

Financial ServicesImpact InvestingInsurance

Responsibilities

Manage a team of Client Onboarding Managers within an assigned region or market segment to ensure timely and quality service to clients

Set team goals and provide clear direction and guidance to ensure timely and quality results

Oversee day-to-day plan, data, and conversion consultant responsibilities; identify and communicate issues that may impact the success of the transition

Interview, hire, and train staff. Conduct team meetings and provide ongoing performance feedback

Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders

Review and authorize daily financial transactions

Cultivate and maintain relationships with the sales team, client management, and external partners; ensure team aligns with internal and external resources to meet project deliverables

Serve as an escalation point for case related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations

Search for ways to improve effectiveness, efficiency, and 'value added' for internal and external customers

Assist in the evaluation of new business opportunities. Partner with Sales on new prospects and present the transition process and administrative capabilities during finals and due diligence meetings

Qualification

Defined contribution experiencePlan administration knowledgeCompliance knowledgePeople managementAnalytical skillsMS Office proficiencyWritten communicationVerbal communicationRelationship buildingOrganizational skills

Required

Bachelor's degree in business field or equivalent experience

Five years of defined contribution/pension plan experience

Knowledge of plan administration and onboarding processes

Knowledge of compliance and contract administration

Excellent written and verbal communication skills to interact with all levels within and outside of the organization

Analytical and critical thinking skills to access issues and choose logical and efficient methods of resolution

High level of diplomacy and relationship building skills

Organizational skills and the ability to prioritize multiple responsibilities to meet changing business needs

Proficiency in MS Office

Preferred

Demonstrate expertise in managing large market plans with a focus on assets typically valued at $50 million and above

Experienced People Manager with a proven track record in career development and succession planning, effectively guiding team members' growth and skill advancement

Skilled in managing team capacity to optimize productivity and resource allocation

Adept at building and maintaining strong relationships both internally across departments and externally with clients and partners, fostering collaboration and trust to drive organizational success

Benefits

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

Paid Time Off starting at 160 hours annually for employees in their first year of service.

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

Adoption Assistance

Employee Assistance Program

College Coach Program

Back-Up Care Program

PTO for Volunteer Hours

Employee Matching Gifts Program

Employee Resource Groups

Inclusion and Diversity Programs

Employee Recognition Program

Referral Bonus Programs

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees