Apply on Employer Site

Transamerica · 5 months ago

Director, Pooled Plans Account Management (Remote)

United States

Full-time

Remote

Director/Executive

$135K/yr - $175K/yr

15+ years exp

Transamerica is a financial services company dedicated to helping individuals plan for their financial futures. The Director of Pooled Plan Account Management will lead account management teams to ensure client satisfaction and retention within the pooled plan market segment.

Financial ServicesImpact InvestingInsurance

No H1B

Responsibilities

Design service models to establish metrics, quality indicators and service standards to ensure a high level of customer satisfaction and net promoter score (NPS)

Oversee client relationships within assigned accounts

Maintain high levels of client loyalty and retention within assigned accounts

Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention

Develop strong relationships with clients and intermediaries to ensure client satisfaction

Ensure compliance standards are sustained across entire team

Develop service & retention strategies

Drive new business acceptance, client re-pricing and fee waiver processes

Set department/team goals and priorities

Qualification

Retirement industry experienceManagement experienceFinancial analytics expertiseLeadership skillsCritical thinkingCommunication skillsFINRA Series 6ASPPA certificationsAdaptability

Required

Bachelor's degree in business or related field, or equivalent work experience

15+ years of retirement industry experience

10+ years of management experience

Expert knowledge of financial analytics, service metrics and quality indicators

Leadership skills to manage complex relationships, empower teams and drive accountability at all levels

Critical thinking and decision-making skills to manage multiple projects

Communication skills to interact with all levels of the organization

Adaptable to change and able to lead others through change processes

Preferred

MBA

FINRA Series 6

ASPPA certifications

Benefits

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

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

Back-Up Care Program

PTO for Volunteer Hours

Employee Matching Gifts Program

Employee Resource Groups

Inclusion and Diversity Programs

Employee Recognition Program

Referral Bonus Programs

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees