Sr Client Onboarding Manager (large Market)

Transamerica Corporation

Cedar Rapids, Iowa, US
Base: $82,000 - $92,000 annually; bonus: 12.5% ann...
Hybrid
Five years financial services experience
In-depth retirement plan regulations knowledge
Manage large market plan installations
The role involves overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers

Job Summary

  • The role involves overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers.
  • Transamerica offers a comprehensive benefits package including a pension plan, 401k match, and 160 hours of PTO in the first year.
  • This is a hybrid position requiring three days in office per week at hub locations such as Cedar Rapids or Baltimore.

Matching Summary

The role involves overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers.

Salary

Base: $82,000 - $92,000 annually; Bonus: 12.5% annual bonus eligible; Benefits: Pension, 401k match, medical, dental, vision

Skills & Requirements

Must-have

  • Five years financial services experience
  • In-depth retirement plan regulations knowledge
  • Manage large market plan installations

Nice-to-have

  • Mentor junior staff members
  • Exceptional customer service focus
  • Collaborative team environment

Key Requirements

  • Bachelor's degree in business field
  • Five years client management experience
  • Expertise in managing $50 million+ assets

Work Rights

Not specified

Tailored Resume

Cover Letter