Overview
Sr Mgr, Client Onboarding Jobs in Baltimore, USA at Transamerica Corporation
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.
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.
* Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders.
* Identify needed system enhancements and make recommendations.
* Review and authorize daily financial transactions and analyze financial impact.
* Provide information to establish team budgets.
* Assess staffing through capacity planning analysis.
* Bachelor’s degree in business field or equivalent experience
* Seven years of defined contribution/pension plan experience, including management responsibilities
* Five years of plan administration and onboarding experience
* Thorough 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 assess 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
* Knowledge of Transamerica investment products
* LOMA, CEBSThe salary for this position generally ranges between $115,000 – $130,000 annually.
* Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including
* qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
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Title: Sr Mgr, Client Onboarding
Company: Transamerica Corporation
Location: Baltimore, USA
Category:
