Senior Retirement Plan Manager | Client Success & Strategy

Transamerica; United States; On-site; USD 64,000 - 74,000; Full time

Job summary

Transamerica is seeking a Sr Account Manager-Retirement to oversee daily retirement plan administration and connect with clients. The role emphasizes consultative selling, partnering with client executives, and coordinating with internal operations to strengthen relationships and profitability.

Ideal candidates have a bachelor’s degree, five years of customer relationship experience including retirement industry exposure, and proficiency in MS Office. Travel up to 25% is expected.

Qualifications

• Five years of customer relationship experience, including retirement industry exposure.
• Bachelor's degree in business or related field.
• Strong communication and relationship management to interface with clients and financial professionals.

Responsibilities

• Manage the daily administration of retirement plans and client relationships.
• Research issues, develop solutions, and negotiate resolutions.
• Lead client meetings and collaborate with internal teams to retain and grow accounts.
• Provide accurate information meeting quality metrics and escalate when needed.
• Mentor new account managers and assist with escalation resolutions.

Education

Bachelor's degree in business or related field

Tools

P3

Workplace Platform

AQT

Salesforce

Job description

Transamerica is seeking a Sr Account Manager-Retirement to oversee daily retirement plan administration and connect with clients. The role emphasizes consultative selling, partnering with client executives, and coordinating with internal operations to strengthen relationships and profitability.

Ideal candidates have a bachelor’s degree, five years of customer relationship experience including retirement industry exposure, and proficiency in MS Office. Travel up to 25% is expected.