Senior Director, Pooled Plans Relationship Management

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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Lead the strategic management of pooled plan client relationships, focusing on retention, growth, and service excellence while ensuring operational effectiveness across a portfolio of complex retirement plan clients.

• Develop and execute relationship management strategies for pooled plan clients.
• Serve as executive sponsor for key strategic client relationships.
• Build trusted partnerships with plan sponsors, pooled plan providers, advisors, consultants, and fiduciaries.
• Lead client retention initiatives and develop action plans to mitigate attrition risk.
• Conduct executive business reviews and strategic planning discussions with clients.
• Identify opportunities for asset growth, participant engagement, and expanded service adoption.
• Partner with sales and consultant relations teams to support new business opportunities.
• Lead, coach, and develop a team of client relationship managers while establishing performance standards.
• Monitor client satisfaction, revenue, retention, and operational performance metrics.
• Ensure adherence to regulatory requirements and partner with compliance, legal, and fiduciary teams to address issues.
• May evaluate market trends and recommend strategic initiatives to senior leadership.
• May drive process improvements to enhance efficiency, scalability, and client experience.

• Bachelor’s degree in business, finance, human resources, economics, or related field
• 12 years of retirement plan, financial services, wealth management, or employee benefits experience
• Seven years of client relationship management experience supporting large institutional clients
• Five years of leadership experience managing teams and complex client portfolios
• FINRA Series 6
• FINRA Series 63
• Knowledge of pooled employer plans (PEPs), multiple employer plans (MEPs), and defined contribution plans
• Strong understanding of retirement plan administration and fiduciary practices
• Proficient in Microsoft Office applications

• Master of Business Administration (MBA) or related graduate degree
• Industry designations such as Accredited Investment Fiduciary (AIF), Accredited Investment Fiduciary Analyst (AIFA), Certified Plan Fiduciary Advisor (CPFA), Certified Financial Planner (CFP), or Certified Employee Benefit Specialist (CEBS)

• Office Environment
• Occasional Travel