Intermediate Client Onboarding Manager – Mid-Market Retirement MEPs/PEPs

Transamerica

Onboarding Manager at Transamerica managing retirement plan installations and conversions, ensuring exceptional service throughout the process.

Posted 5/22/2026full-timeDenver • Colorado, Iowa • 🇺🇸 United StatesJuniorMid-Level💰 $65,500 - $73,500 per yearWebsite

About the role

Key responsibilities & impact

Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans
Provide customized service and communications throughout the installation process
Manage relationships with plan sponsors, financial advisors, third party administrators
Analyze deliverable dates and timetables to create detailed project plans
Evaluate timelines for liquidation of investments and receipt of plan data
Determine education options and delivery methods for plan sponsors and participants
Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits
Ensure plan setup consultants prepare documents related to plans and contracts
Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions

Requirements

What you’ll need

Bachelor’s degree in a business field or equivalent experience
Two years of financial services industry experience including client management, installations/conversions, or contract compliance
Good 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
Problem solving skills and attention to detail
Ability to quickly learn and navigate numerous systems/applications

Benefits

Comp & perks

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
Be Well Company holistic wellness program
Parental Leave – fifteen (15) days of paid parental leave per calendar year
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementclient managementcontract complianceretirement plan regulationsdata analysisrecord keepingasset transferinvestment liquidationdocument preparation

Soft Skills

customer servicecommunicationrelationship buildingtime managementorganizational skillsproblem solvingattention to detail

Certifications

Bachelor’s degree in business