Transamerica

Manager, Client Onboarding

Transamerica

full-time

Posted on:

Location Type: Hybrid

Location: Cedar Rapids • Colorado • Iowa • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $103,000 - $117,000 per year

About the role

  • Transition Manage a team of Data Consultants 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.
  • Compliance/Technical Keep abreast of technical developments in the retirement field; communicate implications to clients and internal stakeholders.
  • Review and authorize daily financial transactions.
  • Relationship Management 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.

Requirements

  • 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
  • Management experience (Preferred)
  • Knowledge of Transamerica investment products (Preferred)
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
defined contribution experiencepension plan experienceplan administrationonboarding processescompliance knowledgecontract administrationanalytical skillscritical thinkingMS Office proficiencymanagement experience
Soft Skills
written communicationverbal communicationdiplomacyrelationship buildingorganizational skillsprioritizationteam managementperformance feedbackproblem resolutionprocess improvement
Certifications
Bachelor's degree