As part of the Client Transition Services (CTS) management team, oversee one or more functional teams responsible for onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.

Responsibilities

Transition

  • Oversee managers of client onboarding teams within an assigned regional or market segment to ensure timely and quality service to clients.
  • Guide managers in the interviewing, hiring, and training of staff members; set team goals in alignment with strategic objectives.
  • Solicit feedback from company stakeholders to improve services and efficiency. Identify trends related to conversion strategies that may require additional oversight and changes to audit processes.

Compliance/Technical

  • Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders.
  • Identify needed system enhancements and make recommendations.
  • Review and authorize daily financial transactions and analyze financial impact.
  • Provide information to establish team budgets.
  • Assess staffing through capacity planning analysis.

Relationship Management

  • Cultivate relationships with the sales team, client management, and external partners; ensure client and internal/external partner relationships are developed and maintained throughout the implementation period.
  • 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.
  • Review new business opportunities with the pricing team to determine the feasibility of writing and administering the business; partner with Sales on new prospects and present the transition process and administration capabilities during finals and due diligence meetings.

Qualifications

  • Bachelor’s degree in business field or equivalent experience
  • Seven years of defined contribution/pension plan experience, including management responsibilities
  • Five years of plan administration and onboarding experience
  • Thorough 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 assess 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

Preferred Qualifications

  • Knowledge of Transamerica investment products

  • LOMA, CEBS

Compensation

The salary for this position generally ranges between $115,000 - $130,000 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 20% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

Working Conditions 

  • This is a remote / hybrid position requiring three days (Tuesday-Thursday) in office per week in near 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.

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.