Client Executive Manager

Aegon; United States; Remote; USD 110,000 - 150,000; Full time

Job summary

Aegon in United States seeks a seasoned Retirement Relationship Manager to oversee assigned 401(k) plan client relationships, ensuring satisfaction, retention and profitability across Defined Benefit/Contribution and total retirement outsourcing.

You will manage a book of business, advise advisors and clients, coordinate plan designs, and drive cross-sell opportunities while navigating ERISA rules and plan terminations; travel 25–50% and operate in a remote field environment.

Qualifications

• Bachelor's degree in a business-related field or equivalent education/experience.
• Ten years of retirement industry or similar experience.
• FINRA Series 6 and 63, or obtain within 6 months of job entry date
• Life and Health insurance licenses as required by state(s), or obtain within 12 months of job entry date
• Thorough understanding of ERISA and retirement industry trends.
• Advanced knowledge of retirement programs and plan management, including technical, compliance, administration, investment, and participant solutions.
• Excellent communication, presentation and relationship-building skills.
• Decision-making and problem-solving skills.
• Proficiency using MS Office tools.

Responsibilities

• Manage an assigned book of business with strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews.
• Cross-sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
• Serve as the escalation point for service related issues.
• Identify root causes and design strategies to resolve; manage resources through to resolution.
• Consult with clients and advisors on qualified plan design issues.
• Interpret and explain plan provisions to accomplish client goals.
• Analyze and interpret discrimination testing rules and results; consult on solutions.
• Consult with clients and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
• Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
• Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
• Consult with clients on participant communication strategies and options.
• Schedule workshops and facilitate fulfillment of enrollment materials.
• Provide reporting on the success of strategies and programs.
• Consult with clients on plan termination issues; submit plan termination requests for processing.
• Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
• Ensure a balance is kept between competing interests of clients and providers.
• Manage special projects as assigned.

Skills

Relationship-building

Communication skills

Presentation skills

Analytical thinking

Problem-solving

Decision-making

Attention to detail

Team collaboration

Client advisory

Education

Bachelor’s degree in business or related field

Tools

MS Excel

MS PowerPoint

MS Office

Job description

Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Defined Contribution and Total Retirement Outsourcing.

Responsibilities

• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews.
• Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
• Serve as the escalation point for service related issues.
• Identify root causes and design strategies to resolve; manage resources through to resolution.
• Consult with clients and advisors on qualified plan design issues.
• Interpret and explain plan provisions to accomplish client goals.
• Analyze and interpret discrimination testing rules and results; consult on solutions.
• Consult with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
• Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
• Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
• Consult with clients on participant communication strategies and options.
• Schedule workshops and facilitate fulfillment of enrollment materials.
• Provide reporting on the success of strategies and programs.
• Consult with clients on plan termination issues; submit plan termination requests for processing.
• Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
• Ensure a balance is kept between competing interests of clients and providers.
• Manage special projects as assigned.

Qualifications

• Bachelor’s degree in a business related field or equivalent education/experience.
• Ten years of retirement industry or similar experience.
• FINRA Series 6 and 63, or obtain within 6 months of job entry date
• Life and Health insurance license(s), as required by state(s), or obtain within 12 months of job entry date
• Thorough understanding of ERISA and retirement industry trends.
• Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
• Excellent communication, presentation and relationship-building skills.
• Decision-making and problem-solving skills.
• Research skills and attention to detail.
• Proficiency using MS Office tools.

Preferred Qualifications

• Advanced skills in MS Word, Excel and PowerPoint.

Working Conditions

• Remote (Field/Travel) Environment
• Frequent Travel 25 to 50%

Compensation

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The salary for this position generally ranges between $110,000 - $150,000 annually. This range is an estimate, based on potential qualifications and operational needs, and salary may vary above or below these amounts as permitted by applicable law.

In addition to the base salary, this position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

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.