Manager, Account Management; TAG

Account Manager

Manages a team of Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the institutional market.

Responsibilities

• Implement service strategies and manage team activities to complete assigned functions.
• Resolve escalated issues and make process decisions.
• Approve P&L amounts up to $5,000.
• Establish team goals, objectives and priorities in alignment with department goals.
• Build proactive relationships with internal and external customers.
• Partner with other teams to resolve escalated issues, client complaints and processing errors.
• Serve as a subject matter expert assigned functions, internal recordkeeping, and workflow systems.
• Develop and implement process efficiencies and improvements.
• Evaluate team performance and make compensation recommendations.
• Participate in sales and retention meetings as needed.
• Actively recruit, train, coach and mentor employees.

Qualifications

• Bachelor's degree in business or related field, or equivalent work experience.
• Seven years of retirement industry experience, including supervisory experience.
• Leadership skills to manage complex relationships.
• Critical thinking and decision-making skills to manage multiple projects.
• Communication skills to interact with all levels of the organization.
• Ability to grasp technical concepts and explain to internal and external customers.

Preferred Qualifications

• FINRA Series 6.
• ASPPA certifications
• Experience working with/for a TPA

Working Conditions

• Hybrid Environment

Compensation:

The salary for this position generally ranges between $81,000-$93,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:
Beware of fake job offers!

We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions.

Please note:

• We will never request personal information such as  payment for equipment upfront.
• Official offers are sent via Docu Sign following a verbal offer—not through text or email.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of…