Director, Pooled Plans Account Management; Remote

Director, Pooled Plans Account Management (Remote)

Transamerica is a global financial services company that empowers people to achieve financial freedom. This remote director role leads the account management team serving retirement plan sponsors, advisors, and third‑party administrators in the pooled plan market segment.

The Director, Pooled Plan Account Management provides strategic leadership and direction for the account management teams. This leader works closely with client executives and internal service teams to maintain client satisfaction, drive client loyalty, and develop retention strategies.

• Design service models to establish metrics, quality indicators, and service standards that ensure high customer satisfaction and Net Promoter Score (NPS).
• Oversee client relationships within assigned accounts and maintain high levels of client loyalty and retention.
• Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention.
• Develop strong relationships with clients and intermediaries to ensure client satisfaction.
• Ensure compliance standards are sustained across the entire team.
• Develop service and retention strategies and drive new business acceptance, client re‑pricing, and fee waiver processes.
• Set department/team goals and priorities.

• Bachelor’s degree in business or related field, or equivalent work experience.
• 15+ years of retirement industry experience.
• 10+ years of management experience.
• Expert knowledge of financial analytics, service metrics, and quality indicators.
• Leadership skills to manage complex relationships, empower teams, and drive accountability at all levels.
• Critical thinking and decision‑making skills to manage multiple projects.
• Strong communication skills to interact with all levels of the organization.
• Adaptable to change and able to lead others through change processes.

• MBA
• FINRA Series 6
• ASPPA certifications

• Remote or Hybrid office environment (Tuesday‑Thursday)

• The salary for this position generally ranges between $135,000 – $175,000 annually. Actual starting pay is determined by qualifications, experience, geography, work location designation (in‑office, hybrid, remote), and operational needs.
• Additionally, this position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Transamerica is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.