Manage a team of Data Consultants within an assigned region or market segment to ensure timely and quality service to clients.
Set team goals and provide clear direction and guidance to ensure timely and quality results.
Oversee day-to-day plan, data, and conversion consultant responsibilities; identify and communicate issues that may impact the success of the transition.
Interview, hire, and train staff.
Conduct team meetings and provide ongoing performance feedback.
Keep abreast of technical developments in the retirement field; communicate implications to clients and internal stakeholders.
Review and authorize daily financial transactions.
Cultivate and maintain relationships with the sales team, client management, and external partners; ensure team aligns with internal and external resources to meet project deliverables.
Serve as an escalation point for case related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations.
Search for ways to improve effectiveness, efficiency, and “value added” for internal and external customers.
Assist in the evaluation of new business opportunities.
Partner with Sales on new prospects and present the transition process and administrative capabilities during finals and due diligence meetings.

Bachelor’s degree in business field or equivalent experience
Five years of defined contribution/pension plan experience
Knowledge of plan administration and onboarding processes
Knowledge of compliance and contract administration
Excellent written and verbal communication skills to interact with all levels within and outside of the organization
Analytical and critical thinking skills to access issues and choose logical and efficient methods of resolution
High level of diplomacy and relationship building skills
Organizational skills and the ability to prioritize multiple responsibilities to meet changing business needs.
Proficiency in MS Office
Management experience (Preferred)
Knowledge of Transamerica investment products (Preferred)

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
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
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

Manager, Client Onboarding – Retirement Data Consultants

Key skills