Sr Client Onboarding Manager (Large Market)
Transamerica, Denver, CO, United States
Job Description Summary
Oversee the onboarding of new plan‑sponsor retirement plans and the conversion of existing plans from other providers. Provide customized service and communications throughout the installation process to ensure deliverables are met. Manage relationships with plan sponsors, financial advisors, third‑party administrators, and associated stakeholders. The senior role is responsible for onboarding mid‑ and large‑plan sponsors with high employee counts, requiring in‑depth retirement plan knowledge and installation process expertise. Serve as a mentor to more junior staff.
Responsibilities
Transition: manage the installation of defined contribution retirement plans for single‑employer and multi‑employer plans; analyze deliverable dates and timetables to create detailed project plans; evaluate timelines for liquidation of investments and receipt of plan data; determine education options and delivery methods; manage transition of funds out of blackout to the service team.
Compliance/Technical: delegate and monitor record‑keeping setup, asset transfer, allocation, and first deposits; ensure plan set‑up consultants prepare required documents; create and ensure regulatory notices are accurate and distributed on time; conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
Relationship Management: serve as primary plan sponsor contact during the installation process; analyze data, conversion, payroll, and census files to assess accuracy and consistency; notify plan sponsor and internal/external contacts of issues; plan and execute internal and external communications with plan sponsors, financial advisors, and third‑party administrators; manage relationships with internal partners, sales executives, and external contacts; confirm the accuracy and delivery of enrollment materials.
Qualifications
Bachelor’s degree in a business field or equivalent experience.
Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance.
In‑depth understanding of retirement plan regulations.
Client‑focused with a track record of providing exceptional customer service.
Outstanding written and oral communication and relationship building skills.
Time‑management and organizational skills to handle multiple installations at various points in the conversion project lifecycle.
Problem‑solving skills and attention to detail.
Ability to quickly learn and navigate numerous systems and applications.
Preferred
Demonstrated expertise in managing large market plans with assets typically valued at $50 million and above.
Compensation
Salary range: $82,000 – $92,000 annually. Eligible for an annual bonus of 12.5% based on the Company Bonus Plan/Individual Performance, at the Company’s discretion.
Working Conditions
Hybrid position requiring three days (Tuesday‑Thursday) in office per week in one of the hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver).
Relocation assistance will not be provided for this position.
Benefits Package
Pension Plan
401(k) Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year (typically mirroring NYSE holidays).
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
Parental Leave – fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
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
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Oversee the onboarding of new plan‑sponsor retirement plans and the conversion of existing plans from other providers. Provide customized service and communications throughout the installation process to ensure deliverables are met. Manage relationships with plan sponsors, financial advisors, third‑party administrators, and associated stakeholders. The senior role is responsible for onboarding mid‑ and large‑plan sponsors with high employee counts, requiring in‑depth retirement plan knowledge and installation process expertise. Serve as a mentor to more junior staff.
Responsibilities
Transition: manage the installation of defined contribution retirement plans for single‑employer and multi‑employer plans; analyze deliverable dates and timetables to create detailed project plans; evaluate timelines for liquidation of investments and receipt of plan data; determine education options and delivery methods; manage transition of funds out of blackout to the service team.
Compliance/Technical: delegate and monitor record‑keeping setup, asset transfer, allocation, and first deposits; ensure plan set‑up consultants prepare required documents; create and ensure regulatory notices are accurate and distributed on time; conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
Relationship Management: serve as primary plan sponsor contact during the installation process; analyze data, conversion, payroll, and census files to assess accuracy and consistency; notify plan sponsor and internal/external contacts of issues; plan and execute internal and external communications with plan sponsors, financial advisors, and third‑party administrators; manage relationships with internal partners, sales executives, and external contacts; confirm the accuracy and delivery of enrollment materials.
Qualifications
Bachelor’s degree in a business field or equivalent experience.
Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance.
In‑depth understanding of retirement plan regulations.
Client‑focused with a track record of providing exceptional customer service.
Outstanding written and oral communication and relationship building skills.
Time‑management and organizational skills to handle multiple installations at various points in the conversion project lifecycle.
Problem‑solving skills and attention to detail.
Ability to quickly learn and navigate numerous systems and applications.
Preferred
Demonstrated expertise in managing large market plans with assets typically valued at $50 million and above.
Compensation
Salary range: $82,000 – $92,000 annually. Eligible for an annual bonus of 12.5% based on the Company Bonus Plan/Individual Performance, at the Company’s discretion.
Working Conditions
Hybrid position requiring three days (Tuesday‑Thursday) in office per week in one of the hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver).
Relocation assistance will not be provided for this position.
Benefits Package
Pension Plan
401(k) Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year (typically mirroring NYSE holidays).
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
Parental Leave – fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
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
#J-18808-Ljbffr