Note: The job is a remote job and is open to candidates in USA. Aegon is seeking a Manager, Client Engagement to lead a team supporting clients and advisors in the planning and execution of retirement plan administration. The role oversees team performance, client and partner relationships, issue escalation, process improvement, compliance, budgeting, hiring, and participation in sales and retention activities.
Responsibilities
- Establish team goals and provide direction and guidance to ensure timely and quality results
- Work with leadership on budget and department roadmap
- Evaluate performance of team; coach and counsel team members individually and together towards improved performance
- Conduct team meetings and provide ongoing performance feedback and skill assessments
- Interview, hire and train staff
- Cultivate and maintain relationships with client engagement, account management, and external partners; ensure team aligns with internal and external resources to meet customer needs
- Continuously search for ways to improve effectiveness, efficiency and “value added” for internal and external customers
- Serve as a senior 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
- Ensure compliance with company policies
- Participate in sales and retention meetings
Skills
- • Bachelor's degree in a business field or equivalent education/experience
- • Eight years of financial or retirement industry experience
- • Supervisory/management experience
- • Advanced knowledge of ERISA and retirement industry trends
- • In-depth knowledge of retirement programs/plan management, including administration, investment, and participant solutions
- • Strong written/oral communication and presentation skills
- • Decision-making skills and the ability to build strong working relationships
- • Project management skills
- • Ability to manage and prioritize tasks
- • Advanced skills using MS Word, Excel, PowerPoint
- • Background in relationship management and/or client management
- • Experience using Salesforce
Benefits
- Typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and at the Company’s discretion.
Company Overview