Senior Director, Pooled Plans Relationship Management
TransamericaAbout the role
Job Family
Account / Relationship ManagementAbout 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
Lead the strategic management of pooled plan client relationships, focusing on retention, growth, and service excellence while ensuring operational effectiveness across a portfolio of complex retirement plan clients.Job Description
Responsibilities
- Develop and execute relationship management strategies for pooled plan clients.
- Serve as executive sponsor for key strategic client relationships.
- Build trusted partnerships with plan sponsors, pooled plan providers, advisors, consultants, and fiduciaries.
- Lead client retention initiatives and develop action plans to mitigate attrition risk.
- Conduct executive business reviews and strategic planning discussions with clients.
- Identify opportunities for asset growth, participant engagement, and expanded service adoption.
- Partner with sales and consultant relations teams to support new business opportunities.
- Lead, coach, and develop a team of client relationship managers while establishing performance standards.
- Monitor client satisfaction, revenue, retention, and operational performan
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