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Transactions / Client Processing at Transamerica - ApplyBlast

Transactions / Client Processing

Transamerica

19 days ago

3.5 on Glassdoor

Baltimore, Maryland, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

This role oversees the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. The position involves managing relationships with plan sponsors, financial advisors, and third-party administrators to ensure a smooth transition process. Responsibilities include creating detailed project plans, ensuring regulatory compliance, and providing customized service and communications throughout the installation process.

Responsibilities

Manage installation and conversion of defined contribution retirement plans
Analyze deliverable dates and create detailed project plans for plan transitions
Serve as primary contact for plan sponsors and manage stakeholder relationships

Skills

Qualifications

Bachelor's degree in a business field

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.