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Wealth Management

Mid-Market Retirement Plan Onboarding Lead

Job in Cedar Rapids, Linn County, Iowa, 52404, USA
Listing for: Transamerica
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is looking for a professional to oversee the onboarding of new retirement plans and manage key relationships with clients. The ideal candidate will have a Bachelor’s degree and at least two years of relevant experience. Responsibilities include ensuring all deliverables are met during the transition process and providing exceptional client service. This hybrid position offers competitive compensation and a bonus potential, along with a comprehensive benefits package including healthcare and a retirement plan.
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