Lead Client Executive (Retirement Relationship Manager) (Remote in KY or OH)

Transamerica; Columbus (OH); Hybrid; USD 91,000 - 125,000; Full time

Benefits offered by this job

Bonus eligibility

Pension Plan

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Career Training & Development

Paid Time Off 160 hours annually

10 paid holidays

Parental Leave

Employee Assistance Program

Inclusion and Diversity Programs

ERGs

Job summary

Transamerica is seeking a seasoned Account/Relationship Manager to oversee retirement plan relationships and drive client satisfaction. You will manage a portfolio, develop strategic plans with advisors, and cross-sell to deepen profitability while ensuring service excellence.

The role requires extensive retirement industry experience, ERISA knowledge, and FINRA/Life licenses (or readiness to obtain). Travel 25–50% is expected.

Qualifications

• Seven years of retirement industry or similar experience.
• FINRA Series 6 and 63, and Life insurance licenses, or obtain within six months.
• 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.
• Proficiency using MS Office tools.
• Advanced skills in MS Word, Excel and PowerPoint.

Responsibilities

• Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement plans.
• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans.
• 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. manage resources through to resolution.
• Consult with clients and brokers on qualified plan design issues. consult on solutions to failed testing.
• Consult with client and advisor 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.
• Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials.
• Consult with clients on plan termination issues; Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
• Manage special projects as assigned.

Skills

Relationship management

Communication

Presentation

MS Office

Travel readiness

Client strategy

Education

Bachelor’s degree in business or related field

Tools

MS Office Suite

Job description

Job Family Account / Relationship Management About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. 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.

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.

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.

It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

Job Responsibilities

• 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, Distribution Compensation and Total Retirement Outsourcing.
• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans.
• 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. manage resources through to resolution.
• Consult with clients and brokers on qualified plan design issues. consult on solutions to failed testing.
• Consult with client and advisor 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.
• Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials.
• Consult with clients on plan termination issues; Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
• Manage special projects as assigned.

Qualifications

• Bachelor’s degree in a business related field or equivalent education/experience.
• Seven years of retirement industry or similar experience.
• FINRA Series 6 and 63, and Life insurance licenses, or obtain within six months.
• 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.
• Proficiency using MS Office tools.
• Advanced skills in MS Word, Excel and PowerPoint.

Remote (Field/Travel) Environment

Frequent Travel 25 to 50%

Compensation

The salary for this position generally ranges between $91,000 - $125,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. 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.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Benefits

• Bonus for Eligible Employees
• Pension Plan
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Career Training & Development Opportunities
• 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).
• 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.
• Employee Assistance Program
• Inclusion and Diversity Programs
• Referral Bonus Programs
• Inclusion & Diversity

Diversity and Inclusion

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. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

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.

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.