Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Transition Manager (PRT Client Onboarding) image - Rise Careers
Job details

Transition Manager (PRT Client Onboarding)

Overview

Legal & General is a leader in Pension Risk Transfer with over 35 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015.  The business has grown steadily and in 2024 we completed $2.2 billion in premium written, representing our largest year on record.

At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible. 

Purpose and Objective

The Transition (Client Onboarding) Manager will be responsible for, lead, and drive the successful installation of Pension Risk Transfer (PRT) cases in a timely and effective manner. This position will provide support to the Senior Transition Manager for larger and more complex PRT cases.

This position requires excellent project management, leadership, and executive presentation skills. It involves collaborating with trustees, retirement plan administrators, brokers, internal business partners, and LGRA’s senior management to ensure the transition process runs smoothly and efficiently. The Transition Manager will deliver a positive first experience to both clients and plan participants, to help position LGRA as the world-class service provider in the U.S. PRT marketplace.

Role and Responsibilities

Project Management – Onboarding

·  Ensure effective transition during the installation process of newly sold business with a high degree of client satisfaction.

·  Establish project plans and maintain the correct structures to minimize risks and control, as well as monitor and report progress against plans.

· Take ownership, with support from the Director, Client Service and the Head of U.S. Retirement Operations, for collaborating closely with trustees, fiduciaries, intermediaries, and retirement plan administrators, establishing both timetables and the process for verifying participant data.

· Establish and supervise actions against the agreed-upon timetables, putting remedial actions into place when required, including negotiating, and communicating revised timetables to stakeholders.

· Work with clients and their delegate(s) to obtain all necessary data and work with LGA IT to ensure plan participant data and benefit information gets quickly validated and accurately uploaded onto the appropriate administrative system(s).

· Ensure that appropriate prioritization, planning, resourcing, and contingencies for customer issues are integrated into project plans, so they are central to delivery, and aligned with LGRA’s desire to deliver an elite customer experience.

 

Data Security / Document and Information Management

 · Analyze quotation data and participant benefit data, collaborating with actuaries, retirement plan administrators, and fiduciaries to address and reconcile any anomalies.

· Share critical data discrepancies with the pricing team so the financial impact may be settled and, if required, quickly communicated to the clients.

· Present and advise the options to administer non-standard or complex benefit structures to clients.

 

Cross-Organization Coordination

 · Take an active role in new business development by communicating and presenting the new business installation process to prospective clients, fiduciaries, and intermediaries.

·  Work closely with the LGRA Distribution team to assist in improving new business opportunities during the bidding process, due diligence meetings, and client site visits, and with production of opportunity-specific project documentation and marketing materials.

·  Assist senior leaders with refining the end-to-end installation process, with focus on improving quality and efficiency.

Qualifications

· Bachelor’s degree.

· 5+ years of experience in a customer service/admin related position in the Defined Benefit or Pension Risk Transfer industry.

· Proven experience in administering and onboarding of U.S. defined benefit pension plans, including Deferred Certificate holders.

· 3+ years of project management experience.

· Extensive knowledge of defined benefit pension regulations and pension plan de-risking, buy-out and buy-in PRT transactions.

· A deep understanding of systems and processes required to meet annuity commitments, including processes around data needs and inputs, administration processes, and customer communication.

· Excellent organizational skills, with the ability to continuously evaluate and re-prioritize multiple responsibilities.

· Ability to communicate clearly and effectively with executive-level individuals, both internal and external.

· Ability to facilitate complex teams to define outcomes promptly and in an efficient manner.

· Strong leadership skills, with the ability lead and collaborate as a team.

 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

  • 10 - 25 vacation days depending on experience level and years of service
  • 4 floating holidays & 2 personal days
  • 10 - 15 sick days, depending on years of service
  • 2 paid volunteering days
  • Health benefits, including medical, dental, and vision coverage
  • Supplemental health benefits and life insurance
  • 6 weeks of paid parental and maternal leave
  • Immediate vesting into a 401k savings plan with up to 6% company match
  • 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service
  • Flexible Workspace and Arrangements
  • Tuition and Certification reimbursements
  • Infertility and domestic partner benefits

The expected hiring compensation range for this position is $98,000 - $139,900 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 15% of the base salary with a stretch to twice the target, modified for corporate and individual performance.

**This role is remote or hybrid located in Stamford, CT or Frederick, MD**

**This role is to be filled outside of the state of Colorado**

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Average salary estimate

$118950 / YEARLY (est.)
min
max
$98000K
$139900K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Rancho Valencia Resort & Spa Hybrid Rancho Santa Fe, California, United States
Posted 6 days ago

Dynamic Retail Manager sought to oversee store operations and drive retail business at a luxury resort in Rancho Santa Fe.

Photo of the Rise User

Savvas is looking for a detail-oriented Asset Management Analyst to optimize digital asset workflows and support content management with a strong focus on compliance and process enhancement.

Support critical government credentialing operations by managing the enrollment and verification of Personal Identity Verification (PIV) cards for federal employees and contractors.

Photo of the Rise User

QAD is looking for an experienced FTZ Administrator to remotely manage FTZ implementations and daily operations for its global manufacturing clients.

Photo of the Rise User
Domino's Hybrid 1260 Boylston St., Boston, MA
Posted 5 days ago

Domino's Pizza is hiring an onsite General Manager in Boston to lead store operations and deliver top-notch customer service.

Photo of the Rise User
NBCUniversal Hybrid 100 Universal City Plaza, Universal City, CALIFORNIA
Posted 13 days ago

Lead production and operations efforts for NBCUniversal's Unscripted Lifestyle content, managing budgets, schedules, and third-party partnerships in a hybrid work environment.

Photo of the Rise User
Domino's Hybrid 97 Woodland Ave, San Rafael, CA 94901, USA
Posted 8 days ago

Lead store operations as a General Manager at Domino's Pizza in San Rafael, driving team success and operational excellence.

Posted 2 days ago

Lead the Revenue Cycle Patient Access team as PM Supervisor, driving operational excellence and strategic planning in a mature healthcare environment.

Photo of the Rise User
Posted 13 days ago

Lead KONE’s local service operations in Grand Rapids, MI, driving safety, quality, and customer satisfaction as a Service Operations Manager.

Photo of the Rise User

Samsung SDS is looking for a Logistics Innovation Project Specialist to drive warehouse and transportation system innovations that boost operational agility and effectiveness.

Photo of the Rise User
Posted 6 days ago

Experienced business leader is sought to drive growth and scale Empatica's clinical care business in digital health as General Manager.

Photo of the Rise User

Lead the deployment operations to ensure smooth setup and high-quality experiences for Halter’s customers in a fast-paced, growing agricultural tech company.

Photo of the Rise User

Lead the creation of AI-enabled, automated analytics systems optimizing complex healthcare operations at Aledade, a leader in value-based primary care.

They are not only a top 20 global asset manager but also the UK’s largest provider of individual life assurance products and a market leader in managing retirement risk for pension schemes, both in the UK and US. Their purpose is to improve the li...

7 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
INDUSTRY
TEAM SIZE
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 12, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!