Client Engagement Manager: Retirement Plans Leader

Transamerica; Cedar Rapids (IA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Job summary

Transamerica in Cedar Rapids, IA seeks a seasoned leader to manage a team of Client Engagement Associates, partnering with Client Executives to design and execute retirement plan administration for clients and advisors.

The role emphasizes coaching, performance review, and cross-team collaboration to deliver timely, high-quality service while driving improvements and ensuring policy compliance. A strong background in ERISA and retirement programs is expected.

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.
• Advanced skills using MS Word, Excel, PowerPoint.

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.

Skills

Bachelor’s degree

Eight years of financial or retirement

Supervisory/management experience

Advanced knowledge of ERISA

Retirement programs/plan management

Written/oral communication

Decision-making

Project management

MS Word, Excel, PowerPoint

Education

Bachelor’s degree in a business field or equivalent

Tools

Salesforce

Job description

Transamerica in Cedar Rapids, IA seeks a seasoned leader to manage a team of Client Engagement Associates, partnering with Client Executives to design and execute retirement plan administration for clients and advisors.

The role emphasizes coaching, performance review, and cross-team collaboration to deliver timely, high-quality service while driving improvements and ensuring policy compliance. A strong background in ERISA and retirement programs is expected.