Kevin O'Keeffe

Kevin O'Keeffe Email and Phone Number

Client Transition Services and Retirement Operations Manager @ Transamerica
Denver, CO, US
Kevin O'Keeffe's Location
Denver Metropolitan Area, United States
Kevin O'Keeffe's Contact Details
About Kevin O'Keeffe

As a Retirement Operations Solutions Manager at Transamerica, I have over 10 years of experience in the financial services industry, providing critical support and guidance to individuals and organizations in their investment and retirement services.I lead and manage two teams of client Onboarding Managers and National Account Managers, overseeing the installation and transition of retirement plans for F500 companies, valued at over $26B annually. I ensure compliance, quality, and efficiency in all aspects of the process, from data analysis and risk management to communication and coordination with internal and external stakeholders. I also support the sales team, meeting prospective clients and assisting with RFP responses. Moreover, I am a key member of the “Future State” digital transformation project, implementing innovative strategies and solutions to enhance customer experience and operational excellence.I am passionate about delivering exceptional results and service to clients and partners in the financial services industry. I am a skilled leader, who collaborates and motivates teams to achieve excellence and exceed expectations. I am also committed to staying up-to-date with the latest industry trends and regulations, continuously expanding my knowledge and providing the highest level of service to clients and stakeholders. I would love to connect with you and explore how we can work together to achieve our goals.

Kevin O'Keeffe's Current Company Details
Transamerica

Transamerica

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Client Transition Services and Retirement Operations Manager
Denver, CO, US
Website:
transamerica.com
Employees:
15388
Kevin O'Keeffe Work Experience Details
  • Transamerica
    Client Transition Services And Retirement Operations Manager
    Transamerica
    Denver, Co, Us
  • Transamerica
    Retirement Operations Manager
    Transamerica Oct 2021 - Present
    Denver, Colorado, United States
    Direct the Mid-Market Team of 14 client Onboarding Managers and the Large-Market Team ($200M plans) of 8 National Account Managers. Responsible for project management best practices, KPIs, hiring/firing, training, mentoring, and quality assurance (QA). Provide SME support to the sales team, meeting prospective clients to close business and assisting with RFP responses. Key member of the “Future State” digital transformation project. • Promoted to Department Manager with the attrition of the previous department manager and 2 team managers
  • Transamerica
    Lead Transition Manager
    Transamerica Mar 2017 - Oct 2021
    Greater Denver Area
    Managed daily operations of 2 teams, with 3 supervisors and 24 employees, processing the installation of +4500 retirement plans annually, valued at $26B. Ensured compliance with our internal teams and audit by performing managerial reviews of critical operating tasks and functions, monitored workflows, analyzed data, and managed potential losses while optimizing and monitoring business processes in a highly regulated and audited financial services environment. • Personally managed the installation of 200 plans valued at $6B
  • Transamerica
    Intermediate Transition Manager
    Transamerica Mar 2019 - May 2019
    Greater Denver Area
    Handled the installation of defined contribution retirement plans during start-up or conversion, including investment/feature changes, single-employer, and multiple-employer plans. Coordinate delivery of internal and external communications with plan sponsors. Consult with clients, attorneys/legal counsel regarding plan underwriting and technical issues. Ensured plans complied with federal and state laws; identified and discussed non-compliance provisions or operational problems with plan sponsors, TPAs, or financial advisors. Oversaw and monitored record-keeping set-up, allocation, and first deposits ($50K-$25M). • Developed and monitored up to 30 installation project plans per month to meet deliverable dates and timetables
  • Transamerica
    Transition Manager
    Transamerica Mar 2017 - Mar 2019
    Greater Denver Area
    Handled the installation of defined contribution retirement plans during start up or conversion, including investment/feature changes, single employer plan and multiple employer plans.Developed and monitored up to 30 installation project plans per month to meet deliverable dates and timetables. Coordinate delivery of internal and external communications with plan sponsors. Consult with clients, attorneys/legal counsel regarding plan underwriting and technical issues.Managed relationships with executive contacts of plan sponsors, financial advisors and third party record-keepers throughout the installation process.Ensure plans are in compliance with federal and state legislation; identify and discuss non-compliance provisions or operational issues with plan sponsors, TPA’s and/or financial advisors.Oversaw and monitored record keeping set-up, allocation and first deposits from $50K-$25M
  • Scottrade
    Lead - Financial Services Representative
    Scottrade Oct 2014 - Feb 2017
    Westminster, Co
    Responsible for bringing assets to Scottrade by educating prospective customers via inbound and outbound calls for deposit and rollover acquisition. Demonstrating industry knowledge by ensuring customers are in the correct type of products using service-to-sales practices. Developed exceptional client relationships by working independently with a team of 10 reps spanning 12 states in the Central US. • Acquired 300+ customers with portfolios totaling $20M+ in opportunities averaging $1.6M per month• Rated Top 5 Representative in Customer Service Ratings and Sales Operations
  • Club At Cordillera
    Manager
    Club At Cordillera May 2014 - Oct 2014
    Edwards, Co
    Reporting to the Director of Golf, managed a 12-member team, responsible for scheduling, budgeting, and achieving club sales targets, including assisting the real-estate team in closing property sales. Developed and maintained creative materials for golf events, real estate sales, and outings. Developed and delivered sales training to the staff.• Brought in 18 new members valued at $1MSelected Accomplishments:• Managed a team of 12. Responsible for scheduling, budgets, performance management, coaching, and hitting club, apparel and sales targets.Supervised our client facing staff of 10 staff and improved our customer service standards• Interfaced with real-estate team to close additional sales. • Tailored and marketed to 500 members and • Brought in 18 new members over the summer. Helped increase membership by approximately $1M.• Cultivated and grew client relationships, obtaining key accounts. • Conducted market research, collecting preferences of consumers to ensure accurate targeting of advertising.• Developed creative-management tools (e.g., event templates, sales forms and project-tracking spreadsheets) that improved accuracy, appeal and efficiency of the flow of communication.
  • Firstbank
    Banking Officer Firstbank
    Firstbank Feb 2012 - Jun 2013
    Greater Denver Area
    Developed relationships with business-to-business clients and new or current bank customers. Managed FirstBank branch location’s tellers, front office, opening or closing procedures, sales goals, and reviews. Performed quality assurance on all files to ensure they were complete before underwriting hand-off and coordinated effectively with title companies to ensure smooth closings.• Provided expedient service, cited as key to consistently high customer satisfaction reviews and a 10% increase in referrals in 2012Developed relationships with business-to-business clients. Used an integrated approach to create balanced programs for clients to build their respective brands and businesses using FirstBank financing.Selected Accomplishments:• Successfully processed some of the most challenging loan applications (e.g., first-time borrowers, self-employed applicants and borrowers with problematic credit histories).Completed FirstBank's Management Trainee Program.
  • Country Club At Castle Pines
    Manager
    Country Club At Castle Pines 2011 - Mar 2012
    Castle Rock, Co
    • Served as primary assistant on events for multimillion-dollar accounts and successful tournaments.• Assumed a lead role in pitch team meetings due to strengths in presentation and negotiation skills, and major accounts ($500K to $1M+ initial contracts).• Generated Junior Golf revenue of between 6% and 8%.
  • The Country Club Of Colorado
    Assistant Golf Professional
    The Country Club Of Colorado Feb 2009 - May 2010
    Colorado Springs, Colorado Area

Kevin O'Keeffe Skills

Customer Service Event Planning Event Management Marketing Hospitality Sports Sports Marketing Management Sales Budgets Merchandising Leadership Inventory Management Coaching Social Media Microsoft Excel Public Speaking Time Management Training Public Relations Marketing Strategy Retail Social Media Marketing Sales Management Business Planning Customer Satisfaction Advertising Purchasing Operations Management Account Management Strategic Planning Business Development Marketing Communications Recruiting Online Marketing Finance Loan Origination Brokerage Project Management Team Building Teamwork Fundraising Team Leadership Hold Series 7 Social Networking New Business Development Hold Series 63

Kevin O'Keeffe Education Details

Frequently Asked Questions about Kevin O'Keeffe

What company does Kevin O'Keeffe work for?

Kevin O'Keeffe works for Transamerica

What is Kevin O'Keeffe's role at the current company?

Kevin O'Keeffe's current role is Client Transition Services and Retirement Operations Manager.

What is Kevin O'Keeffe's email address?

Kevin O'Keeffe's email address is ko****@****ail.com

What schools did Kevin O'Keeffe attend?

Kevin O'Keeffe attended University Of Colorado At Colorado Springs.

What skills is Kevin O'Keeffe known for?

Kevin O'Keeffe has skills like Customer Service, Event Planning, Event Management, Marketing, Hospitality, Sports, Sports Marketing, Management, Sales, Budgets, Merchandising, Leadership.

Who are Kevin O'Keeffe's colleagues?

Kevin O'Keeffe's colleagues are Tu Tran, Diane Senn, Nancy Aston, Curtis Watts Lutcf, Jacob Gebert, Valarie Dennis, Teena Bailey.

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