Manager, Client Onboarding (Retirement Data Consultants)

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 of 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. 

     

Who We Are 

  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.  

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

 

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

 

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  

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 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 acros