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Sr Client Onboarding Manager (Large Market) at Transamerica - ApplyBlast

Sr Client Onboarding Manager (Large Market)

Transamerica

5 months ago

3.5 on Glassdoor

USA

Hybrid

Full Time

Senior

0 applicants

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About this role

Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.

Responsibilities

Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met.
Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.

Skills

Qualifications

Bachelor’s degree in a business field or equivalent experienceFive years of experience in the financial services industry including client management, installations/conversions, or contract complianceIn-depth understanding of retirement plan regulations

About Transamerica

transamerica.com

Headquarters

Baltimore, Maryland, United States

Company Size

5001-10000 employees

Founded

1904

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