Int Client Onboarding Manager; Mid-Market Retirement

Position: Int Client Onboarding Manager (Mid-Market Retirement SEP)
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.
* Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
* Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
* Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
* Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
* Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed.
* Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
* Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
* Create and ensure regulatory notices are accurate and distributed to participants on time.
* Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
* Bachelor’s degree in a business field or equivalent experience
* Two years of financial services industry experience including client management, installations/conversions, or contract compliance
* Good understanding of retirement plan regulations
* Client focused to provide exceptional customer service
* Outstanding written/oral communication and relationship building skills
* Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
* Problem solving skills and attention to detail
* Ability to quickly learn and navigate numerous systems/applications

The salary for this position generally ranges between $ $65,500 - $73,500 annually.
* Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including
* qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
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