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

Sr Client Onboarding Manager (Large Market)

Transamerica

3 months ago

3.5 on Glassdoor

United States

Hybrid

Full Time

Senior

0 applicants

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About this role

This senior role oversees the onboarding of new retirement plans and the conversion of existing plans from other providers for mid-to-large plan sponsors. The position involves managing complex installation processes, ensuring regulatory compliance, and serving as the primary contact for plan sponsors, financial advisors, and third-party administrators. Additionally, the incumbent acts as a mentor to junior staff while coordinating detailed project plans and stakeholder communications.

Responsibilities

Oversee onboarding of new plan sponsor retirement plans
Manage conversion of existing plans from other providers
Coordinate installation processes for mid and large plan sponsors
Ensure regulatory compliance and accurate distribution of notices
Mentor junior staff and manage internal and external stakeholder relationships

Skills

Qualifications

Bachelor's degree in a business fieldFive years of experience in financial services

About Transamerica

transamerica.com

Headquarters

Baltimore, Maryland, United States

Company Size

5001-10000 employees

Founded

1904

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