Account Manager - Retirement

Account Manager - Retirement

Transamerica

We are looking for an Account Manager to provide outstanding customer service and daily retirement plan administration.

Transamerica is a leading international financial services company serving over 23.9 million customers worldwide. We offer retirement plans, insurance, and investment solutions that help people secure their future.

Support daily administration of retirement plans, partner with Client Executives and internal teams to enhance client relationships and satisfaction, and deliver prompt, accurate information that meets quality metrics.

• Provide support for daily administration of retirement plans under minimal supervision.
• Coordinate with the manager to research issues and negotiate problem resolution.
• Develop and foster relationships with clients, financial professionals and internal service teams.
• Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
• Recognize and communicate possible improvements to management.
• Collaborate with internal partners to address client needs, develop action plans, and consult on products, services, and capabilities.
• Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.
• Attend training to obtain functional retirement plan knowledge of various plan designs and specific requirements.
• Gather data from multiple systems to troubleshoot and resolve problems with limited management assistance.
• Lead effective client meetings either face‑to‑face or via conference call.
• Assist with mentoring new account managers.

• Bachelor’s degree in a business field or equivalent education/experience.
• Three years of customer relationship experience, including one year in retirement or financial services industry.
• Knowledge of daily administration of retirement plans.
• Excellent relationship management and communication skills, both oral and written.
• Effective presentation, influence and negotiation skills.
• Alignment with Transamerica’s Future Fit Culture (Acting as One, Accountability, Agility, Customer Centricity).
• Proficiency using MS Office tools, including Excel.

• Experience managing a book of business supporting retirement plan sponsors, advisors or third‑party administrator partners.
• Experience with retirement pooled plans.
• Strong time‑management and organization skills.

• Hybrid Environment.
• Compensation information provided pursuant to applicable pay transparency laws; the salary range is $50,000–$65,000.

Salary range: $50,000–$65,000. This estimate is based on qualifications, operational needs and applicable law. A bonus is typically available based on the Company Bonus Plan/Individual Performance.

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401(k) Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical, Dental and Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off (160 hours annually for first-year employees)
• Ten paid holidays per year
• Wellness program, donation matching and employee assistance programs
• Parental Leave, Adoption Assistance and volunteer PTO
• Employee Resource Groups and inclusion initiatives

Transamerica is committed to a diverse and inclusive workforce. We have received recognitions from the Human Rights Campaign Corporate Equality Index and other diversity rankings.

Through the Aegon Transamerica Foundation, we support nonprofit organizations focused on community well‑being.

Applicants must be authorized to work for any US employer. We do not sponsor visas.

We have been alerted to scammers impersonating Transamerica recruiters. Legitimate offers are sent via Docu Sign following a verbal offer, not through text or email. We will never request personal information such as  payment for equipment upfront.