Senior Account Management Leader - Retirement Solutions

Transamerica; Cedar Rapids (IA); Hybrid; USD 88,000 - 110,000; Full time

Job summary

Transamerica in the United States is seeking a seasoned Account / Relationship Manager to lead a team serving retirement plan sponsors, advisors and TPAs. You will set service standards, resolve issues, and guide cross-functional collaboration to ensure client satisfaction and retention.

The role requires a long track record in retirement services, strong leadership, and the ability to manage complex relationships while driving efficiencies and staff development. Hybrid work Model.

Qualifications

• Bachelor’s degree in business or related field or equivalent work experience.
• Ten years of retirement industry experience.
• Five years of management experience.
• Leadership skills to manage complex relationships.
• Critical thinking and decision-making skills to manage multiple projects.
• Communication skills to interact with all levels of the organization.
• Ability to grasp technical concepts and explain them to internal and external customers.
• Adaptable to change and able to lead others through change processes.

Responsibilities

• Set the service strategy and establish service standards.
• Resolve escalated issues and create processes to drive customer satisfaction.
• Approve P&L amounts up to $25,000 and reversals up to $250,000.
• Direct team activities to complete assigned functions.
• Establish team goals, objectives and priorities in alignment with department goals.
• Build proactive relationships with internal and external customers.
• Partner with other teams to resolve escalated issues, client complaints and processing errors.
• Serve as a subject matter expert assigned functions, internal recordkeeping, and workflow systems.
• Develop and implement process efficiencies and improvements.
• Evaluate team performance and make compensation recommendations.
• Participate in sales and retention meetings as needed.
• Actively recruit, train, coach and mentor employees.

Skills

Leadership

Decision making

Communication

Change leadership

Relationship management

Education

Bachelor’s degree in business or related field

Ten years retirement industry experience

Five years management experience

MBA

FINRA Series 6

ASPPA certifications

Job description

Transamerica in the United States is seeking a seasoned Account / Relationship Manager to lead a team serving retirement plan sponsors, advisors and TPAs. You will set service standards, resolve issues, and guide cross-functional collaboration to ensure client satisfaction and retention.

The role requires a long track record in retirement services, strong leadership, and the ability to manage complex relationships while driving efficiencies and staff development. Hybrid work Model.