Director, Pooled Plans Account Management (Remote)
Transamerica(4 months ago)
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.
Required Skills
- Service Design
- Account Management
- Client Retention
- Compliance
- Financial Analytics
- Service Metrics
- Leadership
- Decision Making
- Communication
- Change Management
Qualifications
- Bachelor’s Degree in Business or Related Field
- MBA
- FINRA Series 6
- ASPPA Certifications
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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