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Manager, Client Transition Services


in Cedar Rapids IA / MA / NY


  • 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.


  • Bachelor’s degree in business-related field or equivalent experience.
  • Five years of defined contribution/pension plan experience.
  • Three years of supervisory/management experience.
  • 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.

How to Apply

Apply online using this link:

This ad has been viewed 557 times. It expires on 9/29/2018.

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