Senior Manager, Account Management (Hybrid)

Transamerica; Denver (CO); Hybrid; USD 88,000 - 100,000; Full time

Benefits offered by this job

Hybrid Environment

Job summary

Transamerica is seeking a senior leader to manage a team of Account Managers and Account Specialists serving retirement plan sponsors, advisors, and TPAs in the institutional market. The role may oversee Account Management supervisors.

The position requires a strong background in retirement services, leadership experience, and strategic oversight to drive service excellence across the organization. Hybrid work arrangements and competitive compensation are offered.

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.

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

Communication

Critical thinking

Relationship management

Problem solving

Strategic planning

Education

Bachelor’s degree in business or related field

MBA

FINRA Series 6

ASPPA certifications

Job description

Transamerica is seeking a senior leader to manage a team of Account Managers and Account Specialists serving retirement plan sponsors, advisors, and TPAs in the institutional market. The role may oversee Account Management supervisors.

The position requires a strong background in retirement services, leadership experience, and strategic oversight to drive service excellence across the organization. Hybrid work arrangements and competitive compensation are offered.