Director, Client Engagement

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

Benefits offered by this job

Competitive pay

Bonus eligibility

Benefits package

Pension plan

401k match

Tuition reimbursement

Job summary

Transamerica Corporation seeks a senior account/relationship leader for retirement plan administration. You will manage a team of client engagement associates, partner with client executives and advisors, and drive budgets, performance, and strategy across retirement programs.

The role requires 8+ years in financial/retirement industries, strong communication, and leadership skills, with proficiency in MS Word, Excel, and PowerPoint.

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.

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

Strong communication

Decision-making

Relationship-building

Project management

Leadership

Budgeting

Time management

MS Office proficiency

Education

Bachelor’s degree in business or equivalent

Tools

MS Word

Excel

PowerPoint

Job description

Transamerica Corporation seeks a senior account/relationship leader for retirement plan administration. You will manage a team of client engagement associates, partner with client executives and advisors, and drive budgets, performance, and strategy across retirement programs.

The role requires 8+ years in financial/retirement industries, strong communication, and leadership skills, with proficiency in MS Word, Excel, and PowerPoint.