Manager, Client Engagement - Retirement Operations

Job Family Account / Relationship Management

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

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Manage a team of Client Engagement Associates responsible for partnering with Client Executives as a key resource to clients and advisors in the planning and execution of retirement plan administration.

Establish team goals and provide direction and guidance to ensure timely and quality results. Work with leadership on budget and department roadmap. Evaluate performance of team; coach and counsel team members individually and together towards improved performance. Conduct team meetings and provide ongoing performance feedback and skill assessments. Interview, hire and train staff. Cultivate and maintain relationships with client engagement, account management, and external partners;

ensure team aligns with internal and external resources to meet customer needs. Continuously search for ways to improve effectiveness, efficiency and “value added” for internal and external customers. Serve as a senior escalation point for case related issues across teams and market segment; develop and implement processes for mitigation of future issues and management of customer expectations. Ensure compliance with company policies.

Participate in sales and retention meetings.

• Bachelor’s degree in a business field or equivalent education/experience
• Eight years of financial or retirement industry experience
• Supervisory/management experience
• Advanced knowledge of ERISA and retirement industry trends
• In-depth knowledge of retirement programs/plan management, including administration, investment, and participant solutions
• Strong written/oral communication and presentation skills
• Decision-making skills and the ability to build strong working relationships
• Project management skills
• Ability to manage and prioritize tasks
• Advanced skills using MS Word, Excel, Power Point

• Background in relationship management and/or client management
• Experience using Salesforce

Office Environment Occasional Travel