Sr. Client Onboarding Manager (Large Market) Work From Home
Offer summary
Qualifications:
Bachelor’s degree in a business field or equivalent experience., At least five years of experience in the financial services industry, including client management, installations, or contract compliance., In-depth understanding of retirement plan regulations., Excellent communication and relationship-building skills..Key responsibilities:
- Manage the onboarding of new retirement plans and conversions from other providers.
- Coordinate and oversee the installation process, ensuring deliverables are met.
- Serve as the primary contact for plan sponsors during onboarding, maintaining strong relationships.
- Ensure compliance with regulations and assist with plan reviews and questions.
Job description
Job Family
Transactions Client Processing
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
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.
What We Do
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.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
- 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. [Commentary: TM understands legal rules and provider practices to determine best timing to receive plan data]
- 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 filesmethods.
- 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.
- Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
- Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information. Notify the plan sponsor and internalexternal contacts of issues that may impact the success of the transition.
- Plan and execute internal and external communications with plan sponsors, financial advisors and thirdparty administrators based on client preferences and culture.
- Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met.
- Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.
- Bachelor’s degree in a business field or equivalent experience
- Five years of experience in the financial services industry including client management, installationsconversions, or contract compliance
- Indepth understanding of retirement plan regulations
- Client focused to provide exceptional customer service
- Outstanding writtenoral 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 systemsapplications
- Demonstrate expertise in managing midmarket plans with a focus on assets typically valued at $50 million and above
- Office or hybrid officeremote environment
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
BackUp Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our companysponsored, employeedriven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. Thats why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Health and WorkLife Balance Benefits
Required profile
Experience
Other Skills
- Communication
- Time Management
- Customer Service
- Detail Oriented
- Relationship Management
- Problem Solving
- Organizational Skills
- Teamwork
Related jobs
Drummond Advisors
- From: Brazil (Full Remote)
- Full time
Convoso
- From: United States, Woodland Hills (Full Remote)
- Full time
TIH
- From: Texas (USA) (Full Remote)
- Part time
Connico
- From: United States, Hebron (Full Remote)
- Full time
Arganteal, Corp.
- From: Arizona (USA) (Full Remote)
- Full time