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Retirement Manager Jobs in Iowa (NOW HIRING)

City of Davenport, IA

Revenue Manager

Davenport, IA · On-site

$92K - $120K/yr

Non-Bargaining Definition Manages the city's revenue collection, cash management, and financial ... Iowa Public Employee's Retirement Pension plan * 457 Deferred Compensation - The City will ...

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Retirement Manager information

What is a retirement manager?

Retirement Managers are professionals who help individuals and organizations plan, manage, and oversee retirement plans and savings. They provide guidance on retirement strategy, investment options, and regulatory compliance to ensure clients achieve their financial goals for retirement. Retirement Managers may work for financial institutions, corporations, or as independent advisors, and they often assist with pension plans, 401(k)s, IRAs, and other retirement accounts. Their expertise helps clients maximize their retirement income and navigate complex retirement regulations.

What are the key skills and qualifications needed to thrive as a retirement manager?

To thrive as a Retirement Manager, you need expertise in retirement planning, financial analysis, and regulatory compliance, typically supported by a degree in finance or business and relevant experience. Familiarity with retirement plan administration software, compliance systems, and certifications such as CRPS or CEBS is highly valued. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex concepts clearly help Retirement Managers build strong client relationships and trust. These skills ensure effective plan management, regulatory adherence, and positive financial outcomes for clients.

What are some common challenges faced by a retirement manager, and how can they be addressed?

Retirement Managers often encounter challenges such as navigating complex and ever-changing regulations, managing diverse retirement plan offerings, and effectively communicating plan options to employees. Staying current with compliance requirements and collaborating closely with legal and HR teams is crucial. Additionally, developing clear communication materials and hosting informational sessions can help address participant questions and ensure employees make informed decisions about their retirement benefits.

What is the difference between Retirement Manager vs Retirement Advisor?

AspectRetirement ManagerRetirement Advisor
CredentialsCertifications like CFP, CFA, or CFP®CFP, ChFC, or similar financial planning certifications
Work EnvironmentFinancial institutions, retirement plan providersFinancial advisory firms, independent practices
Employer & IndustryEmployers managing retirement plans or fundsClients seeking retirement planning advice

While both roles focus on retirement planning, Retirement Managers typically oversee retirement funds and plan operations within organizations, ensuring compliance and fund management. Retirement Advisors primarily work directly with clients, providing personalized retirement planning and investment advice. Understanding these differences helps individuals choose the right professional for their retirement needs.

What are the most commonly searched types of Retirement jobs in Iowa?

The most popular types of Retirement jobs in Iowa are:

What are popular job titles related to Retirement Manager jobs in Iowa?

For Retirement Manager jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Retirement Manager jobs in Iowa look for?

The top searched job categories for Retirement Manager jobs in Iowa are:

Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Lead Sales Trainer (Retirement Plans)

Aegon

Cedar Rapids, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Job description

Job Family

Sales Support / Operations

About Us

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.

Who We Are

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.

What We Do

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 transamerica.com.

Job Description Summary

Deliver an exceptional training experience to Transamerica Retirement Services sales teams through bespoke presentations for large scale projects, product launches, and ongoing sales team development. Assess and determine training needs with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of training effectiveness based on levels of participant reaction, knowledge acquired, behavioral change, and business impact.

Job Description

Responsibilities

  • Define, create, and deliver training programs to meet the learning and development needs of the business units. Develop instructor materials and assessments specific to training requirements.

  • Lead the design and development of new hire training andfacilitateprogram delivery to virtual and external RVP's, internal wholesalers, sales desk assistants, account managers, etc. for each product.

  • Provide ongoing training in response to new products, systems, and processes to ensure sales teams have the knowledge and tools to succeed. Provide supplementary and review training as needed.

  • Design, develop, andfacilitateon-going training for continual improvement of sales skills (e.g.relationship selling, decision-making styles, customer centric language, etc.)

  • Design, develop, andfacilitateleadership development training to management across distribution channels.

  • Identifyappropriate contentto implement using learning management systems (LMS); evaluate existing content fordevelopmentof e-learning modules and programs.

  • Serve as a mentor to trainers to develop skills, knowledge, andproficiency, and conduct informal quality assurance through peer review and attendance of offered training programs; share best practices, successes, and innovations to help advance team performance.

  • Evaluate participant and manager evaluations to measure the effectiveness of training, with a focus on long-term behavioral implementation and business impact.

  • Provide focused training to select groups as requested.

  • Attend meetings with Sales Desk team, AVPs, marketing partners, vendors, etc. to develop sales strategies, materials, and messaging to support products and services.

  • Support the development of a learning and development bench of talent through training,coachingand mentoring (primarily candidatesidentifiedfrom the internal sales desk).

Qualifications

  • Bachelor's degree in a business field or equivalent experience

  • Seven years of learning and development experience

  • Deep industry and product knowledge in specialty areas based on business need (e.g. retirement, mutual fund, annuity, life, employee benefits)

  • Knowledge of adult learning principles

  • Advanced documentation and technical writing skills

  • Strong communication and interpersonal skills

  • Excellent customer service skills with the ability to work on a team and independently

  • Ability to incorporate creative and innovative solutions in a learning environment

  • Project management skills

  • Advanced proficiency using MS Office tools


Preferred Qualifications

  • Training experience in the financial services industry, particularly qualified retirement plans

  • Certified Professional in Learning and Performance (CPLP) or Certified Retirement Plan Specialist (CRPS)

  • Instructional design experience

  • Computer application software knowledge preferred (e.g.Microsoft Office, Outlook, Word, Excel,Powerpoint,Sharepoint, CoPilot).

Working Conditions

  • Hybrid office environment: 3 days in office (Baltimore, Cedar Rapids, Philadelphia, Denver)

  • Occasional Travel <10%

The Salary for this position generally ranges between$100,000-$120,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, 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 of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

  • We will never request personal information such as ID or payment for equipment upfront.
  • Official offers are sent via DocuSign following a verbal offer-not through text or email


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

  • 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

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