Remote Senior Retirement Plan Relationship Executive

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

Benefits offered by this job

Pension Plan

401k Match

Medical Insurance

Dental Insurance

Vision Insurance

Tuition Reimbursement

Employee Discounts

Career Training & Development

Job summary

Transamerica is seeking a seasoned retirement plan relationship manager to retain assets and ensure client satisfaction across assigned plans including 401(k), DB, or MEP programs. You will conduct annual reviews, present solutions, and guide plan design while maintaining compliance and service quality.

The role requires extensive travel (over 50%), FINRA 6/63 and life licenses, ERISA expertise, and strong MS Office skills.

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 subject matter expertise in plan management, including, but not limited to 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.
• 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.
• Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products.
• Submit conversion approval requests and client conversion applications for processing.
• Keep clients and advisors apprised of product and service enhancements.
• Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.
• Consult with clients on plan termination issues and enrollment communications strategies.
• Assist Sales with finals presentations as SME on service model and installation process.
• Contribute to department and organization-wide projects to enhance service and client satisfaction.

Skills

FINRA Series 6 & 63 licenses

Life insurance licenses

ERISA knowledge

Retirement program expertise

MS Office proficiency

Client relationship management

Education

Bachelor's degree in business or related field

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Transamerica is seeking a seasoned retirement plan relationship manager to retain assets and ensure client satisfaction across assigned plans including 401(k), DB, or MEP programs. You will conduct annual reviews, present solutions, and guide plan design while maintaining compliance and service quality.

The role requires extensive travel (over 50%), FINRA 6/63 and life licenses, ERISA expertise, and strong MS Office skills.