Intermediate Client Onboarding Manager

Transamerica; Denver (CO); Hybrid; USD 70,000 - 110,000; 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

Job summary

Transamerica is seeking a skilled professional to manage the installation of defined contribution retirement plans during startup or conversion, for single and multiple employer plans. You will analyze dates, create detailed project plans, and coordinate education delivery with trainers to ensure smooth transitions.

Responsibilities include coordinating fund liquidations, documenting plan data, and ensuring timely regulatory notices.

Qualifications

• Bachelor's degree in a business field or equivalent experience.
• Two years of financial services industry experience including client management, installations/conversions, or contract compliance.
• Good understanding of retirement plan regulations.
• Strong written and verbal communication and relationship-building skills.
• Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle.
• Problem solving and attention to detail.

Responsibilities

• Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
• Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed.
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
• Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
• Create and ensure regulatory notices are accurate and distributed to participants on time.
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.

Skills

Client management

Installations / conversions

Contract compliance

Communication

Time management

Organizational skills

Problem solving

Learn new systems

Education

Bachelor's degree in business or equivalent experience

Job description

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.* Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.* Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.* Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.* Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.* Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed.* Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.* Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.* Create and ensure regulatory notices are accurate and distributed to participants on time.* Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.* Bachelor's degree in a business field or equivalent experience* Two years of financial services industry experience including client management, installations/conversions, or contract compliance* Good understanding of retirement plan regulations* Client focused to provide exceptional customer service* Outstanding written/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/applications* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities