Sr Mgr, Client Onboarding

Transamerica Corporation

Cedar Rapids, IA, US
Base: $115,000 - $130,000 annually; bonus: 20% ann...
Hybrid
Seven years defined contribution experience
Five years plan administration experience
Management responsibilities in pension plans
The role involves overseeing functional teams responsible for the onboarding of new plan sponsor retirement plans and converting existing plans from other providers

Job Summary

  • The role involves overseeing functional teams responsible for the onboarding of new plan sponsor retirement plans and converting existing plans from other providers.
  • Transamerica offers a comprehensive benefits package including 160 hours of PTO annually, 10 paid holidays, and 15 days of paid parental leave.
  • This position requires cultivating relationships with sales teams and external partners while serving as an escalation point for case-related issues.

Matching Summary

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

Salary

Base: $115,000 - $130,000 annually; Bonus: 20% Annual Bonus based on performance; Benefits: Pension Plan, 401k Match, Medical, Dental, Vision

Skills & Requirements

Must-have

  • Seven years defined contribution experience
  • Five years plan administration experience
  • Management responsibilities in pension plans
  • Compliance and contract administration knowledge
  • Capacity planning analysis skills

Nice-to-have

  • Knowledge of Transamerica investment products
  • LOMA or CEBS certification preferred
  • Strong diplomatic relationship building skills
  • Experience with new business pricing feasibility

Key Requirements

  • Bachelor's degree in business field
  • Seven years of defined contribution/pension plan experience
  • Five years of plan administration and onboarding experience
  • Management responsibilities in previous roles

Work Rights

Not specified

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