Manager, Client Engagement - Retirement Operations

Transamerica•Cedar Rapids, IA

2d•$85,000 - $120,000•Hybrid

About The Position

Manage a team of Client Engagement Associates responsible for partnering with Client Executives as a key resource to clients and advisors in the planning and execution of retirement plan administration.

Requirements

Bachelor’s degree in a business field or equivalent education/experience
Eight years of financial or retirement industry experience
Supervisory/management experience
Advanced knowledge of ERISA and retirement industry trends
In-depth knowledge of retirement programs/plan management, including administration, investment, and participant solutions
Strong written/oral communication and presentation skills
Decision-making skills and the ability to build strong working relationships
Project management skills
Ability to manage and prioritize tasks
Advanced skills using MS Word, Excel, PowerPoint

Nice To Haves

Background in relationship management and/or client management
Experience using Salesforce

Responsibilities

Establish team goals and provide direction and guidance to ensure timely and quality results.
Work with leadership on budget and department roadmap.
Evaluate performance of team; coach and counsel team members individually and together towards improved performance.
Conduct team meetings and provide ongoing performance feedback and skill assessments.
Interview, hire and train staff.
Cultivate and maintain relationships with client engagement, account management, and external partners; ensure team aligns with internal and external resources to meet customer needs.
Continuously search for ways to improve effectiveness, efficiency and “value added” for internal and external customers.
Serve as a senior escalation point for case related issues across teams and market segment; develop and implement processes for mitigation of future issues and management of customer expectations.
Ensure compliance with company policies.
Participate in sales and retention meetings.

Benefits

Competitive Pay
Bonus for Eligible Employees
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
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