Int Client Onboarding Manager ( Mid - market Retirement)

Transamerica Retirement Plan Onboarding Specialist

Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. Provide customized service and communications throughout the installation process to ensure deliverables are met. Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders. The intermediate role is responsible for onboarding small to mid-size plan sponsors.

Responsibilities include managing the installation of defined contribution retirement plans, analyzing deliverable dates and timetables to create detailed project plans, evaluating timelines for liquidation of investments, determining education options, managing transition of funds, delegating and monitoring record keeping setup, ensuring regulatory notices are accurate, conducting consultative discussions for plan reviews, serving as primary plan sponsor contact, analyzing data and conversion files, planning and executing communications, managing relationships with internal partners and external contacts, and confirming the accuracy and delivery of enrollment materials.

Qualifications include a bachelor's degree in a business field or equivalent experience, two years of financial services industry experience, good understanding of retirement plan regulations, client-focused approach, outstanding communication and relationship building skills, time management and organizational skills, problem solving skills, and ability to quickly learn and navigate numerous systems.

Preferred qualifications include expertise in managing mid-market plans with a focus on assets valued at $5 million and above.

Working conditions include office or hybrid office (Tuesday, Wednesday, & Thursday in office).

Compensation for this position generally ranges between $64,000 - $80,000 annually. Actual starting pay is determined by several factors including qualifications, experience, geography, work location designation, and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

What We Offer includes a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Benefits include competitive pay, pension plan, 401k match, employee stock purchase plan, tuition reimbursement, disability insurance, medical insurance, dental insurance, vision insurance, employee discounts, career training & development opportunities, paid time off, paid holidays, Be Well Company holistic wellness program, parental leave, adoption assistance, employee assistance program, college coach program, back-up care program, PTO for volunteer hours, employee matching gifts program, employee resource groups, inclusion and diversity programs, employee recognition program, and referral bonus programs.

Inclusion & Diversity at Transamerica creates a work environment filled with exceptional individuals. Transamerica offers a wide range of diversity and inclusion programs, including company-sponsored, employee-driven Employee Resource Groups (ERGs) that provide a supportive environment to help better appreciate our similarities and differences.

Giving Back, Transamerica created the Aegon Transamerica Foundation in 1994 to support nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's parent company, Aegon, has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.