Director, Retirement Operations & Service Delivery

Transamerica; Cedar Rapids (IA); Hybrid; USD 116,000 - 130,000; Full time

Benefits offered by this job

Bonus for Eligible Employees

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development

Job summary

Transamerica is seeking an experienced leader to drive retirement operations, overseeing onboarding, client transitions, and governance of offshore/service providers. You will lead multifunctional teams, manage budgets, and partner with senior leaders to advance strategic priorities.

The role requires a decade of retirement plan experience, strong communication skills, and the ability to deliver high-quality service in a hybrid environment. Travel may be required.

Qualifications

• Bachelor's degree in business or equivalent experience.
• Ten years of retirement plan experience.
• Business operations leadership experience.
• Experience supervising employees.
• Experience working with external clients in sales, sales support, relationship management, or post-sale support.
• Strong communication, interpersonal, and presentation skills.
• Analytical, problem-solving, and decision-making skills.
• Ability to manage multiple responsibilities under pressure.
• Ability to understand and communicate complex or technical concepts.
• Proficient with MS Word and Excel.

Responsibilities

• Develop and execute operational strategies supporting new business onboarding, client transition services, and service delivery objectives.
• Oversee day-to-day operations to ensure smooth functioning and timely delivery of services.
• Provide governance and oversight of offshore and third-party service providers, ensuring performance, quality, and service level expectations are achieved.
• Lead and oversee Large Market and Mid Market conversion activities, ensuring successful implementation and transition outcomes.
• Accountable for quality, reporting, training, and operational outcomes supporting all new business operations.
• Manage operational budgets and resources, ensuring optimal allocation of funds.
• Lead, mentor, and develop high-performing operational teams.
• Identify and implement opportunities for improvement throughout Operations and provide recommendations to executive leadership.
• Collaborate with cross-functional teams and stakeholders to improve performance, manage operational risks, and ensure a high level of customer satisfaction.
• Serve as an escalation point for complex operational, client, vendor, and conversion-related issues.
• Prepare and deliver ongoing management reports and operational insights to leadership and key stakeholders.
• Promote teamwork, accountability, risk management, and continuous improvement throughout the Operations function.

Skills

Bachelor's degree in business

Retirement plan experience

Operations leadership

People management

Client relationship management

Communication skills

Analytical/problem-solving

Multi-tasking under pressure

Technical concepts communication

MS Word & Excel proficiency

Education

Bachelor's degree in business or equivalent

Tools

MS Word

MS Excel

Job description

Transamerica is seeking an experienced leader to drive retirement operations, overseeing onboarding, client transitions, and governance of offshore/service providers. You will lead multifunctional teams, manage budgets, and partner with senior leaders to advance strategic priorities.

The role requires a decade of retirement plan experience, strong communication skills, and the ability to deliver high-quality service in a hybrid environment. Travel may be required.