Director, Single Employer Plans Account Management

Transamerica

28d•$135,000 - $175,000•Hybrid

About The Position

The role leads account management teams that support single employer retirement plan sponsors, advisors, and third‑party administrators. The position focuses on driving strong client relationships, developing service strategies, and ensuring high levels of client satisfaction, loyalty, and retention within the large plan market.

Requirements

Bachelor’s degree in business or related field
Ten years of experience in the retirement industry, including leadership of client‑facing account management teams and oversight of single employer plan relationships
Expert knowledge of financial analytics, service metrics, and quality indicators
Leadership skills to manage complex relationships, empower teams, and drive accountability
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
Proficient in MS Word and Excel
Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

MBA
FINRA Series 6
ASPPA certifications

Responsibilities

Design service models that establish metrics, quality indicators, and service standards to achieve high customer satisfaction and Net Promoter Score (NPS).
Oversee client relationships within assigned single employer plan accounts.
Maintain strong client loyalty and retention through consistent and proactive relationship management.
Achieve measurable objectives for profitability, client satisfaction, and retention.
Develop strong relationships with clients and intermediaries to support satisfaction and long‑term engagement.
Ensure compliance standards are sustained across the team.
Develop service and retention strategies aligned with organizational goals.
Drive new business acceptance, client repricing, and fee waiver processes.
Set department and team goals and priorities.
May support firm‑wide initiatives or cross‑functional projects as needed.

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
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