Transamerica

Director, Pooled Plans Account Management (Remote)

Transamerica

5 months ago
United States
Hybrid
Full Time
Director
0 applicants
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Transamerica
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About this role

The Director, Pooled Plan Account Management leads Transamerica’s account management function for the pooled plan retirement market. This role oversees teams that support plan sponsors, advisors, and TPAs and partners with client executives and internal service groups. The position is focused on ensuring high client satisfaction, loyalty, and retention while aligning account strategies with corporate objectives.

Skills

Qualifications

Bachelor’s Degree in Business or Related FieldMBAFINRA Series 6ASPPA Certifications
Transamerica

About Transamerica

transamerica.com

Let Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.

About Transamerica

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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