Sr Mgr, Client Onboarding

Transamerica•Cedar Rapids, IA

2d•$115,000 - $130,000•Hybrid

About The Position

As part of the Client Transition Services (CTS) management team, oversee one or more functional teams responsible for onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.

Requirements

Bachelor’s degree in business field or equivalent experience
Seven years of defined contribution/pension plan experience, including management responsibilities
Five years of plan administration and onboarding experience
Thorough knowledge of compliance and contract administration
Excellent written and verbal communication skills to interact with all levels within and outside of the organization
Analytical and critical thinking skills to assess issues and choose logical and efficient methods of resolution
High level of diplomacy and relationship building skills
Organizational skills and the ability to prioritize multiple responsibilities to meet changing business needs

Nice To Haves

Knowledge of Transamerica investment products
LOMA, CEBS

Responsibilities

Oversee managers of client onboarding teams within an assigned regional or market segment to ensure timely and quality service to clients.
Guide managers in the interviewing, hiring, and training of staff members; set team goals in alignment with strategic objectives.
Solicit feedback from company stakeholders to improve services and efficiency.
Identify trends related to conversion strategies that may require additional oversight and changes to audit processes.
Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders.
Identify needed system enhancements and make recommendations.
Review and authorize daily financial transactions and analyze financial impact.
Provide information to establish team budgets.
Assess staffing through capacity planning analysis.
Cultivate relationships with the sales team, client management, and external partners; ensure client and internal/external partner relationships are developed and maintained throughout the implementation period.
Serve as an escalation point for case related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations.
Review new business opportunities with the pricing team to determine the feasibility of writing and administering the business; partner with Sales on new prospects and present the transition process and administration capabilities during finals and due diligence meetings.

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