Director, Pooled Plans Account Management; Remote

Job Family

Account / Relationship Management

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit

The Director, Pooled Plan Account Management is responsible for the leadership and direction of the account management teams providing service to retirement plan sponsors, advisors and TPAs within the pooled plan market segment. This leader will work closely with our Client Executives and internal service teams to maintain client satisfaction, drive client loyalty and develop retention strategies.

• Design service models to establish metrics, quality indicators and service standards to ensure a high level of customer satisfaction and net promoter score (NPS).
• Oversee client relationships within assigned accounts.
• Maintain high levels of client loyalty and retention within assigned accounts.
• Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention.
• Develop strong relationships with clients and intermediaries to ensure client satisfaction.
• Ensure compliance standards are sustained across entire team.
• Develop service & retention strategies.
• Drive new business acceptance, client re-pricing and fee waiver processes.
• Set department/team goals and priorities.

• Bachelor’s degree in business or related field, or equivalent work experience.
• 15+ years of retirement industry experience.
• 10+ years of management experience.
• Expert knowledge of financial analytics, service metrics and quality indicators.
• Leadership skills to manage complex relationships, empower teams and drive accountability at all levels.
• Critical thinking and decision-making skills to manage multiple projects.
• Communication skills to interact with all levels of the organization.
• Adaptable to change and able to lead others through change processes.

• MBA
• FINRA Series 6
• ASPPA certifications

• Remote or Hybrid office…