Senior Client Onboarding Manager

October 3

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. • Provide customized service and communications throughout the installation process to ensure deliverables are met. • Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders. • Serve as a mentor to more junior staff. • Transition installation of defined contribution retirement plans for single employer and multiple employer plans. • Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation. • Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates. • Ensure plans meet regulatory requirements and assist with compliance questions related to plan design. • Serve as primary plan sponsor contact during the installation process to ensure client expectations are met. • Manage relationships with internal partners and ensure communication throughout the installation process.

Requirements

• Bachelor’s degree in a business field or equivalent experience • Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance • In-depth understanding of retirement plan regulations • Client focused to provide exceptional customer service • Outstanding written/oral communication and relationship building skills • Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle • Problem solving skills and attention to detail • Ability to quickly learn and navigate numerous systems/applications

Benefits

• 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 for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • College Coach 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 • Peer Recognition Program (BRAVO)