Sr Manager, Account Management

Transamerica•Cedar Rapids, IA

35d•$86,000 - $100,000•Hybrid

About The Position

Manages a team of Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the institutional market. May oversee Account Management supervisors.

Requirements

Bachelor’s degree in business or related field, or equivalent work experience.
Ten years of retirement industry experience.
Five years of management experience.
Leadership skills to manage complex relationships.
Critical thinking and decision-making skills to manage multiple projects.
Communication skills to interact with all levels of the organization.
Ability to grasp technical concepts and explain to internal and external customers.
Adaptable to change and able to lead others through change processes.

Nice To Haves

MBA
FINRA Series 6.
ASPPA certifications.

Responsibilities

Set the service strategy and establish service standards.
Resolve escalated issues and create processes to drive customer satisfaction.
Approve P&L amounts up to $25,000 and reversals up to $250,000.
Direct team activities to complete assigned functions.
Establish team goals, objectives and priorities in alignment with department goals.
Build proactive relationships with internal and external customers.
Partner with other teams to resolve escalated issues, client complaints and processing errors.
Serve as a subject matter expert assigned functions, internal recordkeeping, and workflow systems.
Develop and implement process efficiencies and improvements.
Evaluate team performance and make compensation recommendations.
Participate in sales and retention meetings as needed.
Actively recruit, train, coach and mentor employees.

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
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