As part of the Client Transition Services (CTS) management team, oversee staff that manage the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.

Responsibilities

Transition

  • Manage a team of Data Consultants within an assigned region or market segment to ensure timely and quality service to clients.
  • Set team goals and provide clear direction and guidance to ensure timely and quality results.
  • Oversee day-to-day plan, data, and conversion consultant responsibilities; identify and communicate issues that may impact the success of the transition.
  • Interview, hire, and train staff. Conduct team meetings and provide ongoing performance feedback.

Compliance/Technical

  • Keep abreast of technical developments in the retirement field; communicate implications to clients and internal stakeholders.
  • Review and authorize daily financial transactions.

Relationship Management

  • Cultivate and maintain relationships with the sales team, client management, and external partners; ensure team aligns with internal and external resources to meet project deliverables.
  • Serve as an escalation point for case related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations.
  • Search for ways to improve effectiveness, efficiency, and “value added” for internal and external customers.
  • Assist in the evaluation of new business opportunities. Partner with Sales on new prospects and present the transition process and administrative capabilities during finals and due diligence meetings.

Qualifications

  • Bachelor’s degree in business field or equivalent experience
  • Five years of defined contribution/pension plan experience
  • Knowledge of plan administration and onboarding processes
  • Knowledge of compliance and contract administration
  • Excellent written and verbal communication skills to interact with all levels within and outside of the organization
  • Analytical and critical thinking skills to access issues and choose logical and efficient methods of resolution
  • High level of diplomacy and relationship building skills
  • Organizational skills and the ability to prioritize multiple responsibilities to meet changing business needs.
  • Proficiency in MS Office

Preferred Qualifications

  • Management experience
  • Knowledge of Transamerica investment products

Compensation

The salary for this position generally ranges between $103,000 - $117,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) 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 17.5 % based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

Working Conditions 

  • This is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver). 
  • Relocation assistance will not be provided for this position

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 ID or payment for equipment upfront.
  • Official offers are sent via DocuSign following a verbal offer—not through text or email.

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This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.