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Manager, Client Transition Services

Full timeOperationsCedar Rapids,Norwood,HarrisonTransamerica Job Profile Summary This position can be located in Harrison, NY., Cedar Rapids, IA., or Norwood, MA. As part of the Client Transition Services (CTS) team, oversees staff responsible for plan transition support to new and existing clients. Responsibilities Manage a team of transitions managers/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. 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 segment; develop and implement processes for mitigation of future issues and management of customer expectations. Interview, hire and train staff. Conduct team meetings and provide ongoing performance feedback. 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. Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders as needed. Review and authorize daily financial transactions. Qualifications Bachelor's degree in business-related field or equivalent experience. Five years of defined contribution/pension planexperience. Three years of supervisory/managementexperience. Knowledge of plan administration and installation processes. Knowledge of compliance and contract administration. Proficiency in MS Office. Preferred Qualifications Knowledge of Transamerica investment products. Behavioral Qualifications Advanced 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. Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset? Acting as One fosters an environment of positive collaboration. Accountability allows us to own the problem as well as the solution. Agility inspires new ideas, innovation and challenges the status quo. Customer Centricity encourages an above and beyond approach to our customer. Working Conditions Office environment. Flexible work hours to service clients in different time zones. Occasional travel.
Salary Range: NA
Minimum Qualification
5 - 7 years

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