Transamerica

Senior Client Onboarding Manager

Transamerica

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Salary

💰 $82,000 - $92,000 per year

Job Level

Senior

About the role

  • Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.
  • Provide customized service and communications throughout the installation process to ensure deliverables are met.
  • Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders.
  • The senior role is responsible for onboarding mid and large plan sponsors with high employee counts, requiring in-depth retirement plan knowledge and installation process expertise.
  • Serve as a mentor to more junior staff.
  • Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
  • Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
  • Evaluate timelines for liquidation of investments and receipt of plan data from prior providers.
  • Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits.
  • Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
  • Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
  • Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
  • Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.

Requirements

  • Bachelor’s degree in a business field or equivalent experience
  • Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance
  • In-depth understanding of retirement plan regulations
  • Client focused to provide exceptional customer service
  • Outstanding written/oral communication and relationship building skills
  • Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
  • Problem solving skills and attention to detail
  • Ability to quickly learn and navigate numerous systems/applications
Benefits
  • Competitive Pay
  • Bonus for Eligible Employees
  • Benefits Package
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Health and Work/Life Balance Benefits
  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement plan knowledgeinstallation process expertiseproject planningdata analysiscontract complianceclient managementasset transferrecord keeping setupemployee disclosure material preparationcensus file analysis
Soft Skills
customer servicewritten communicationoral communicationrelationship buildingtime managementorganizational skillsproblem solvingattention to detailmentoringconsultative discussions
Certifications
Bachelor’s degree in business