Intermediate Client Onboarding Manager (mid-market Retirement Meps/peps)

Transamerica Corporation

Cedar Rapids, Iowa, US
Base: $65,500 - $73,500 annually; bonus: 10% annua...
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Retirement plan installation management
Defined contribution plan conversions
Sox blackout timeline evaluation
** Transamerica Corporation is seeking an Intermediate Client Onboarding Manager to oversee the onboarding of retirement plans, ensuring compliance and client relationships are effectively managed. The ideal candidate will possess experience in financial services, particularly in client management and installations, and will thrive in a collaborative, hybrid work environment. **

Job Summary

  • The role involves overseeing the complete onboarding of new plan sponsor retirement plans and managing the conversion of existing plans from other providers.
  • Employees will serve as the primary contact for plan sponsors, ensuring accurate data analysis, timely regulatory notices, and successful transition deliverables.
  • Transamerica offers a comprehensive benefits package including a pension plan, 401k match, 160 hours of PTO in the first year, and paid parental leave.

Matching Summary

Match Score: 75

** Transamerica Corporation is seeking an Intermediate Client Onboarding Manager to oversee the onboarding of retirement plans, ensuring compliance and client relationships are effectively managed. The ideal candidate will possess experience in financial services, particularly in client management and installations, and will thrive in a collaborative, hybrid work environment. **

Salary

Base: $65,500 - $73,500 annually; Bonus: 10% Annual Bonus eligible; Benefits: Pension Plan, 401k Match, Medical, Dental, Vision, Tuition Reimbursement

Skills & Requirements

Must-have

  • retirement plan installation management
  • defined contribution plan conversions
  • SOX blackout timeline evaluation
  • payroll file integration and mapping
  • regulatory notice distribution

Nice-to-have

  • consultative relationship building skills
  • exceptional customer service orientation
  • ability to navigate multiple systems
  • collaborative team environment experience

Key Requirements

  • Bachelor's degree in business field or equivalent experience
  • Two years of financial services industry experience
  • Good understanding of retirement plan regulations

Work Rights

Not specified

Tailored Resume

Cover Letter