Retirement Plan Conversion Analyst - Hybrid

Client Transition Services Manager

As a member of the Client Transition Services (CTS) team, this role handles moderate to complex data and asset transfer processes during new client plan conversions for Mid Market and Large Market conversion projects. Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, reconciles assets received with internal recordkeeping systems, manages client data and communicates project status to project team members.

Responsibilities :

• Partner with clients, vendors, payroll providers and internal resources to gather data fields required for migration.
• Establish an ongoing data dialog with internal and external project partners and clients.
• Analyze and reconcile data received against documented plan rules.
• Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps.
• Audit, analyze and perform data quality reviews for each conversion.
• Maintain applicable internal systems with project status.
• Lead and / or participate in department projects and data-specific initiatives.
• Maintain department tools and procedures as assigned.
• Identify procedural issues / gaps and recommend solutions.

Qualifications :

Preferred Qualifications :

Working Conditions :

Compensation :

The salary for this position generally ranges between $70,000 - $77,000 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) 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.

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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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 :

Benefits Package :

Health and Work / Life Balance Benefits :

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.