Senior Account Manager – Retirement
Transamerica
Senior Director, Account Management and Connect Desk
Transamerica
full-time
Posted on:
Location Type: Hybrid
Location: Cedar Rapids • Colorado, Iowa, Maryland, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $175,000 - $250,000 per year
Job Level
Senior
About the role
- Provide leadership and strategic direction to the Account Management and Connect Desk management team and staff responsible for internal customer support functions and service to retirement plan sponsors, advisors and TPAs in the institutional market
- Design and deliver service models and strategies to drive client loyalty and satisfaction
- Oversee department budget and operational planning to deliver on strategic and tactical goals
- Establish overall direction and oversight of service models to drive client loyalty, satisfaction, and net promoter score
- Manage internal client service teams and approve department/team goals and priorities
- Establish and oversee budgets and staff models and approve decisions regarding service strategy, locations and service team structures
- Handle high-level issues through to resolution and work with management teams across business groups to align practices
- Drive efficiency and automation of business processes
- Develop service strategy, locations and service team structures and drive new business acceptance, client repricing and fee waiver processes
- Manage client retention activities and monitor outcomes
- Deliver high-level reports to leadership on operational performance metrics, customer satisfaction scores, process improvement initiatives, and expense management
- Assess, authorize, and align large scale project work with the overall department strategy
Requirements
- Bachelor's degree in a business field or equivalent experience
- 15 years of institutional service experience, including leadership roles
- Extensive background in the defined contribution or retirement industry (typically 10 or more years)
- Five years of successful and measurable client service leadership experience
- Leadership ability to drive strategy and performance
- Outstanding communication skills to build relationships, influence, and collaborate with all levels of the organization
- Critical thinking, decision making, and analytical problem-solving skills
- Self-starter with strong organizational and project management skills
- Adaptable to change and able to lead others through change processes
- Preferred: MBA
- Preferred: FINRA Series 6
- Preferred: ASPPA Certifications
- Moderate travel (working conditions)
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Annual Bonus based on the Company Bonus Plan/Individual Performance
- 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
- Be Well Company holistic wellness program (Wellness Coaching and Reward Dollars)
- Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups (ERGs)
- 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
budget managementoperational planningservice strategy developmentprocess improvementclient retention managementproject managementefficiency automationdata analysisperformance metrics reportingclient service leadership
Soft skills
leadershipcommunicationcritical thinkingdecision makinganalytical problem-solvingorganizational skillsadaptabilityrelationship buildinginfluencecollaboration
Certifications
MBAFINRA Series 6ASPPA Certifications
