Director, Pooled Plans Account Management (Remote)

Transamerica•Knoxville, TN

8d•$135,000 - $175,000•Remote

About The Position

The Director, Pooled Plan Account Management is responsible for the leadership and direction of the account management teams providing service to retirement plan sponsors, advisors and TPAs within the pooled plan market segment. This leader will work closely with our Client Executives and internal service teams to maintain client satisfaction, drive client loyalty and develop retention strategies.

Requirements

Bachelor’s degree in business or related field, or equivalent work experience.
15+ years of retirement industry experience.
10+ years of management experience.
Expert knowledge of financial analytics, service metrics and quality indicators.
Leadership skills to manage complex relationships, empower teams and drive accountability at all levels.
Critical thinking and decision-making skills to manage multiple projects.
Communication skills to interact with all levels of the organization.
Adaptable to change and able to lead others through change processes.

Nice To Haves

MBA
FINRA Series 6
ASPPA certifications

Responsibilities

Design service models to establish metrics, quality indicators and service standards to ensure a high level of customer satisfaction and net promoter score (NPS).
Oversee client relationships within assigned accounts.
Maintain high levels of client loyalty and retention within assigned accounts.
Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention.
Develop strong relationships with clients and intermediaries to ensure client satisfaction.
Ensure compliance standards are sustained across entire team.
Develop service & retention strategies.
Drive new business acceptance, client re-pricing and fee waiver processes.
Set department/team goals and priorities.

Benefits

Competitive Pay
Bonus for Eligible Em ployees
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
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 s ervice 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