Job FamilyAccount / Relationship Management
Job Description SummaryManage a team of Client Engagement Associates responsible for partnering with Client Executives as a key resource to clients and advisors in the planning and execution of retirement plan administration.
Job Description Responsibilities- Establish team goals and provide direction and guidance to ensure timely and quality results.
- Work with leadership on budget and department roadmap.
- Evaluate performance of team; coach and counsel team members individually and together towards improved performance.
- Conduct team meetings and provide ongoing performance feedback and skill assessments.
- Interview, hire and train staff.
- Cultivate and maintain relationships with client engagement, account management, and external partners; ensure team aligns with internal and external resources to meet customer needs.
- Continuously search for ways to improve effectiveness, efficiency and "value added" for internal and external customers.
- Serve as a senior escalation point for case related issues across teams and market segment; develop and implement processes for mitigation of future issues and management of customer expectations.
- Ensure compliance with company policies.
- Participate in sales and retention meetings.
Qualifications- Bachelor's degree in a business field or equivalent education/experience
- Eight years of financial or retirement industry experience
- Supervisory/management experience
- Advanced knowledge of ERISA and retirement industry trends
- In-depth knowledge of retirement programs/plan management, including administration, investment, and participant solutions
- Strong written/oral communication and presentation skills
- Decision-making skills and the ability to build strong working relationships
- Project management skills
- Ability to manage and prioritize tasks
- Advanced skills using MS Word, Excel, PowerPoint
Preferred Qualifications- Background in relationship management and/or client management
- Experience using Salesforce
Working Conditions- Office Environment
- Occasional Travel
- Travel to attend client and team meetings
CompensationThe salary for this position generally ranges between $85,000 - $120,000 annually.
Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
Disclaimer:Beware of fake job offers!
We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer-not through text or email.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
