Lead Account Manager – Retirement

Transamerica

Lead Account Manager overseeing complex retirement plans across various markets at Transamerica. Driving client strategies and ensuring administrative excellence in retirement services.

Posted 6/24/2026full-timeCedar Rapids • Colorado, Iowa • 🇺🇸 United StatesSenior💰 $69,000 - $82,000 per yearWebsite

About the role

Key responsibilities & impact

Provide overall administration and servicing of complex retirement plans across all markets
Partner with the client in creating a plan vision and strategy using consultative selling skills
Utilize excellent client service skills by partnering with Client Executives and internal operations areas to enhance customer relationships and satisfaction
Oversee administration and servicing of complex retirement plans
Identify customer expectations and develop a strong working relationship
Research issues, develop potential solutions, and negotiate problem resolution
Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams
Provide prompt, accurate and consistent information that meets or exceeds quality metrics
Recognize and implement solutions to problems and issues, and suggest improvements to gain efficiencies
Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities
Demonstrate extensive knowledge of all recordkeeping, outsourcing and processing capabilities
Attend training to obtain functional retirement plan knowledge
Gather data from multiple systems to interpret, trouble-shoot and resolve problems
Lead effective/strategic client meetings either face-to-face or via conference call
Share best practices with the team
Assist in interviewing, providing leadership, coaching and development of team members
Assist with escalation resolution and approve reversals and profit or loss calculations
Monitor and take the lead on team projects, enhancements and process improvements
Establish deadlines and lead team to meet goals
Understand and drive solutions that lead to efficiency and value-added service for clients and internal customers
May make financial approvals up to $500 in the absence of management

Requirements

What you’ll need

Bachelor’s degree in a business field or equivalent education/experience
Eight years of customer relationship experience, including five years of retirement industry experience
Expert knowledge of daily administration of retirement plans
Outstanding relationship management and ability to communicate with clients in a professional manner, orally and in writing
Advanced presentation, influence and negotiation skills
Ability to align behaviors and work to Transamerica’s Future Fit Culture
Proficiency using MS Office tools
Advanced skills in MS Excel
Prior experience supporting MEPs, PEPs, PEO-sponsored plans, or other pooled retirement arrangements preferred
Experience working for a recordkeeper, TPA, payroll provider, PEO, or retirement consulting organization supporting complex retirement plans preferred
Strong understanding of retirement plan administration, payroll integration, eligibility, compliance, and operational workflows
Demonstrated ability to manage executive-level client relationships and facilitate strategic business discussions
ASPPA credentials (QKA, QPA, CPC, TGPC, etc.) preferred

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
Ten (10) paid holidays per year
Be Well Company holistic wellness program
Parental Leave – fifteen (15) days of paid parental leave
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

retirement plan administrationcustomer relationship managementnegotiation skillspresentation skillsproblem resolutiondata interpretationfinancial approvalsMS OfficeMS Excelpayroll integration

Soft Skills

client service skillsrelationship managementcommunication skillsleadershipcoachingcollaborationstrategic thinkinginfluenceteam project managementcustomer satisfaction

Certifications

ASPPA credentialsQKAQPACPCTGPC