Remote Retirement Plan Relationship Manager

Transamerica; United States; Remote; USD 80,000 - 105,000; Full time

Benefits offered by this job

401k Match

Pension Plan

Medical Insurance

Tuition Reimbursement

Employee Stock Purchase Plan

Job summary

Transamerica is seeking a Retirement Plan Relationship Manager in the United States to focus on asset retention and client satisfaction for 401(k), DB or MEP plans. You will maintain ongoing relationships through client visits and proactive calls, and support retention and new sales initiatives.

The role requires extensive travel (>50%) and involves presenting to clients and brokers, coordinating plan design, and driving enhancements to retirement programs.

Qualifications

• Bachelor’s degree in a business related field or equivalent education/experience.
• Five years of retirement industry or similar experience.
• FINRA Series 6 and 63 licenses, 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.
• Proficiency using MS Office (Word, Excel, PowerPoint).

Responsibilities

• Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.
• Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.
• Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing.
• Adhere to process and documentation standards to minimize operational risk and loss.
• Interpret discrimination testing rules and results. Consult on solutions to failed testing.
• Drive cross sell opportunities to enhance individual client and enterprise profitability.

Skills

Relationship management

Communication skills

MS Office

Education

Bachelor’s degree or equivalent education/experience

Five years retirement industry experience

Job description

Transamerica is seeking a Retirement Plan Relationship Manager in the United States to focus on asset retention and client satisfaction for 401(k), DB or MEP plans. You will maintain ongoing relationships through client visits and proactive calls, and support retention and new sales initiatives.

The role requires extensive travel (>50%) and involves presenting to clients and brokers, coordinating plan design, and driving enhancements to retirement programs.