Manager, Client Onboarding

Job Family

Transactions / Client Processing

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

As part of the Client Transition Services (CTS) management team, oversee staff that manage the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.

Job Description

Responsibilities

Transition

• Manage a team of Client Onboarding Managers 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 employee benefits 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 manageme