Manager, Account Management (Retirement) - Hybrid

Account Manager

Manages a team of Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the middle and large markets, with a concerted focus on pooled plans.

Responsibilities :

Implement service strategies and manage team activities to complete assigned functions.

Resolve escalated issues and make process decisions.

Establish and enforce team goals, objectives and priorities in alignment with department & organizational goals.

Build proactive relationships with internal and external customers.

Partner with other teams to resolve escalated issues, client complaints and processing errors.

Serve as a subject matter expert on assigned functions, internal recordkeeping, and workflow systems.

Develop and implement process efficiencies and improvements.

Evaluate team performance and coach team members toward optimal performance aligned with goals and objectives and drive a culture focused on accountability, customer experience and integrity.

Participate in sales and retention meetings as needed.

Participate in client meetings as requested.

Actively recruit, train, coach and mentor employees.

Qualifications :

Bachelors degree in business or related field, or equivalent work experience.

Seven years of retirement industry experience, including supervisory experience.

Leadership skills to manage complex relationships.

Critical thinking and decision-making skills to manage multiple projects.

Communication skills to interact with all levels of the organization.

Ability to grasp technical concepts and explain to internal and external customers.

Preferred Qualifications :

5 years of leading teams and / or direct reports.

ASPPA certifications.

Experience with Pooled Plan in the retirement plan space.

Working Conditions : Hybrid.

Compensation : The salary for this position generally ranges between $78,000-$87,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility : This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits :

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.

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.

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose : Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.