Sr Mgr, Client Onboarding

Transamerica Corporation

Cedar Rapids, US
Base: $115,000 - $130,000 annually; bonus/equity: ...
Hybrid (3 days in-office: tuesday-thursday)
Client onboarding and conversion
Team management and development
Stakeholder relationship management
Transamerica Corporation is seeking a Senior Manager for Client Onboarding, responsible for overseeing teams that manage the onboarding of retirement plans. The ideal candidate will have extensive experience in defined contribution/pension plan administration and will thrive in a collaborative, diverse work environment

Job Summary

  • Oversee managers of client onboarding teams to ensure timely and quality service to clients.
  • Cultivate relationships with sales teams, client management, and external partners to ensure client and partner relationships are developed and maintained.
  • Keep abreast of technical developments in the employee benefits field and communicate implications to clients and internal stakeholders.

Matching Summary

Match Score: 85

Transamerica Corporation is seeking a Senior Manager for Client Onboarding, responsible for overseeing teams that manage the onboarding of retirement plans. The ideal candidate will have extensive experience in defined contribution/pension plan administration and will thrive in a collaborative, diverse work environment.

Salary

Base: $115,000 - $130,000 annually; Bonus/Equity: 20% Annual Bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client onboarding and conversion
  • Team management and development
  • Stakeholder relationship management
  • Financial transaction oversight
  • Technical system enhancement recommendations

Nice-to-have

  • Collaborative work environment
  • Focus on employee well-being
  • Commitment to diversity and inclusion

Key Requirements

  • Bachelor's degree or equivalent experience
  • Seven years defined contribution/pension plan experience
  • Five years plan administration and onboarding experience
  • Thorough knowledge of compliance and contract administration

Work Rights

Not specified

Tailored Resume

Cover Letter