Manager, Client Engagement - Retirement Operations

Transamerica - Cedar Rapids, IA

Hiring: Manager, Client Engagement - Retirement Operations Company: Transamerica Location: Cedar Rapids, IA Job Posted Time: 2026-09-12 11:49:35 Employment Type: Remote Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Project Management, Salesforce, Segment About the job Experience: •Advanced knowledge of ERISA and retirement industry trends •In-depth knowledge of retirement programs/plan management, including administration, investment, and participant solutions •Strong written/oral communication and presentation skills •Decision-making skills and the ability to build strong working relationships Required Skills: •Establish team goals and provide direction and guidance to ensure timely and quality results. •Interface directly with leadership on budget and department roadmap. •Evaluate performance of team; coach and counsel team members individually and together towards improved performance. •Conduct team meetings and provide ongoing performance feedback and skill assessments. •Interview, hire and train staff. •Cultivate and maintain relationships with client engagement, account management, and external partners; ensure team aligns with internal and external resources to meet customer needs. •Continuously search for ways to improve effectiveness, efficiency and “value added” for internal and external customers. •Serve as a senior 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. Qualifications: •Bachelor’s degree in a business field or equivalent education/experience •Eight years of financial or retirement industry experience •Background in relationship management and/or client management •Travel to attend client and team meetings Compensation: •$85,000 - $120,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!