Intermediate Client Onboarding Manager

Transamerica

. Oversee onboarding of new plan sponsor retirement plans and conversion of existing plans from other providers .

Posted 10/2/2026full-timeUnited StatesJuniorMid-Level💰 $65,000 - $73,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the installation and conversion of retirement plans, ensuring compliance with regulations while providing exceptional client service. Proficient in project planning, stakeholder communication, and data analysis to facilitate smooth transitions and accurate documentation.

Highest-signal resume keywords

Retirement Plan Installation ManagementClient ManagementRegulatory ComplianceProject PlanningData Analysis

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan RegulationsInstallation/Conversion ProcessesProject PlanningData AnalysisCompliance Documentation

Soft Skills

Outstanding Communication SkillsRelationship BuildingTime ManagementOrganizational SkillsProblem Solving

Tools & Technologies

Systems NavigationPayroll-File Mapping

Industry Keywords

Financial Services IndustryPlan SponsorDefined Contribution PlansClient FocusEmployee Disclosure Materials

About the role

Key responsibilities & impact

Oversee onboarding of new plan sponsor retirement plans and conversion of existing plans from other providers
Manage installation of defined contribution retirement plans for single-employer and multiple-employer plans
Create detailed project plans covering all aspects of installation
Evaluate investment liquidation timelines and receipt of plan data from prior providers
Determine education options and delivery methods and coordinate with trainers
Manage transition of funds out of blackout to the service team
Delegate and monitor recordkeeping setup, asset transfer, allocation, first deposits, education, integration, and payroll-file mapping
Ensure plan setup consultants prepare plan and contract documents and required employee disclosure materials
Create and ensure accurate, timely distribution of regulatory notices
Conduct plan reviews and assist plan sponsors with compliance questions
Serve as primary plan sponsor contact during installation
Analyze client data, conversion, payroll, and census files for accuracy and consistency
Communicate with plan sponsors, financial advisors, third-party administrators, and internal/external contacts
Manage stakeholder relationships throughout the installation process
Confirm accuracy and delivery of enrollment materials to participants

Requirements

What you’ll need

Bachelor’s degree in a business field or equivalent experience
Two years of financial services industry experience including client management, installations/conversions, or contract compliance
Good understanding of retirement plan regulations
Client focused to provide exceptional customer service
Outstanding written/oral communication and relationship building skills
Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
Problem solving skills and attention to detail
Ability to quickly learn and navigate numerous systems/applications
Legal authorization to work in the U.S. without immigration sponsorship or an employer of record for immigration employment purposes

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Paid parental leave of fifteen (15) days per calendar year for eligible employees with at least one year of service
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
Hybrid office environment