Client Relationship Manager – Banking & Investments
Bank of America
Manager, Account Management – Retirement
Transamerica
full-time
Posted on:
Location: Colorado, Iowa • 🇺🇸 United States
Visit company websiteSalary
💰 $78,000 - $87,000 per year
Job Level
SeniorLead
About the role
- Manages a team of Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the middle and large markets, with a concerted focus on pooled plans.
- Implement service strategies and manage team activities to complete assigned functions.
- Resolve escalated issues and make process decisions.
- Establish and enforce team goals, objectives and priorities in alignment with department & organizational goals.
- Build proactive relationships with internal and external customers.
- Partner with other teams to resolve escalated issues, client complaints and processing errors.
- Serve as a subject matter expert on assigned functions, internal recordkeeping, and workflow systems.
- Develop and implement process efficiencies and improvements.
- Evaluate team performance and coach team members toward optimal performance aligned with goals and objectives and drive a culture focused on accountability, customer experience and integrity.
- Participate in sales and retention meetings as needed.
- Participate in client meetings as requested.
- Actively recruit, train, coach and mentor employees.
Requirements
- Bachelor’s degree in business or related field, or equivalent work experience.
- Seven years of retirement industry experience, including supervisory experience.
- Leadership skills to manage complex relationships.
- Critical thinking and decision-making skills to manage multiple projects.
- Communication skills to interact with all levels of the organization.
- Ability to grasp technical concepts and explain to internal and external customers.
- Preferred Qualifications 5 years of leading teams and/or direct reports
- ASPPA certifications
- Experience with Pooled Plan in the retirement plan space
