Manages a team of TAG Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the mid-market. May oversee Account Management supervisors.

Responsibilities

  • Leading a team of Supervisors that lead Account Managers within TAG retirement operations
  • Set the service strategy and establish service standards.
  • Resolve escalated issues and create processes to drive customer satisfaction.
  • Approve P&L and reversals
  • Direct team activities to complete assigned functions.
  • 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.
  • Ten years of retirement industry experience.
  • Five years of management 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.
  • Adaptable to change and able to lead others through change processes.


Preferred Qualifications

  • ASPPA certifications
  • Experience leading client facing teams
  • Experience with Transamerica record keeping process and/or knowledge of TAG systems and procedures


Working Conditions

  • Hybrid
     

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Compensation:

The salary for this position generally ranges between $86,000-$100,000. 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.


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.