Senior Director, Pooled Plans Relationship Management

Job Family

Account / Relationship Management

Job Description Summary

Lead the strategic management of pooled plan client relationships, focusing on retention, growth, and service excellence while ensuring operational effectiveness across a portfolio of complex retirement plan clients.

Job Description

Responsibilities

• Develop and execute relationship management strategies for pooled plan clients.
• Serve as executive sponsor for key strategic client relationships.
• Build trusted partnerships with plan sponsors, pooled plan providers, advisors, consultants, and fiduciaries.
• Lead client retention initiatives and develop action plans to mitigate attrition risk.
• Conduct executive business reviews and strategic planning discussions with clients.
• Identify opportunities for asset growth, participant engagement, and expanded service adoption.
• Partner with sales and consultant relations teams to support new business opportunities.
• Lead, coach, and develop a team of client relationship managers while establishing performance standards.
• Monitor client satisfaction, revenue, retention, and operational performance metrics.
• Ensure adherence to regulatory requirements and partner with compliance, legal, and fiduciary teams to address issues.
• May evaluate market trends and recommend strategic initiatives to senior leadership.
• May drive process improvements to enhance efficiency, scalability, and client experience.

Qualifications

• Bachelor’s degree in business, finance, human resources, economics, or related field
• 12 years of retirement plan, financial services, wealth management, or employee benefits experience
• Seven years of client relationship management experience supporting large institutional clients
• Five years of leadership experience managing teams and complex client portfolios
• FINRA Series 6
• FINRA Series 63
• Knowledge of pooled employer plans (PEPs), multiple employer plans (MEPs), and defined contribution plans
• Strong understanding of retirement plan administration and fiduciary practices
• Proficient in Microsoft Office applications

Preferred Qualifications

• Master of Business Administration (MBA) or related graduate degree
• Industry designations such as Accredited Investment Fiduciary (AIF), Accredited Investment Fiduciary Analyst (AIFA), Certified Plan Fiduciary Advisor (CPFA), Certified Financial Planner (CFP), or Certified Employee Benefit Specialist (CEBS)

Working Conditions

• Office Environment
• Occasional Travel <10%
• Occasional travel for client meetings and industry events

The Salary for this position generally ranges between $180,000 - $220,000 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.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion

What We Offer  

 

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

• 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

 

Inclusion & Diversity  

  

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. 

   

Giving Back  

  

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.     

  

Transamerica’s Parent Company  

 

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.   

* As of December 31, 2023