Manager, Client Onboarding (retirement Data Consultants)

Transamerica Corporation

Cedar Rapids, Iowa, US
Base: $103,000 - $117,000 annually; bonus/equity: ...
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Manage team of data consultants
Oversee plan and data conversion
Maintain client relationships
** Transamerica Corporation is seeking a Manager for Client Onboarding within their retirement Data Consultants team. The role involves overseeing a team to ensure timely onboarding of retirement plans and maintaining client relationships, with a focus on compliance and technical processes. **

Job Summary

  • Manage a team of Data Consultants within an assigned region or market segment to ensure timely and quality service to clients.
  • Cultivate and maintain relationships with the sales team, client management, and external partners; ensure team aligns with internal and external resources to meet project deliverables.
  • For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Matching Summary

Match Score: 75

** Transamerica Corporation is seeking a Manager for Client Onboarding within their retirement Data Consultants team. The role involves overseeing a team to ensure timely onboarding of retirement plans and maintaining client relationships, with a focus on compliance and technical processes. **

Salary

Base: $103,000 - $117,000 annually; Bonus/Equity: 17.5% Annual Bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Manage team of Data Consultants
  • Oversee plan and data conversion
  • Maintain client relationships
  • Analyze and resolve issues
  • Proficiency in MS Office

Nice-to-have

  • Innovative thinking
  • Personal accountability
  • Collaborative environment
  • Positive environment
  • Talented professionals

Key Requirements

  • Bachelor’s degree in business field or equivalent experience
  • Five years of defined contribution/pension plan experience
  • Management experience (preferred)

Work Rights

Not specified

Tailored Resume

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