Senior Director, Intermediary Markets - Aegon AM

Transamerica; United States; Remote; USD 142,000 - 150,000; Full time

Benefits offered by this job

401(k) Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical, Dental, and Vision Insurance

Paid Time Off

Paid Holidays

Wellness Coaching

Parental Leave

Adoption Assistance

Employee Assistance Program

Job summary

Transamerica Corporation seeks an experienced sales professional to join the Intermediary Distribution team. In this role, you will establish and maintain relationships with registered investment advisors and mutual fund sub-advisors to drive product sales.

The successful candidate will have a Bachelor's degree and at least ten years of sales experience. Strong presentation, relationship management, and financial product knowledge are essential for this position. The role offers a competitive salary and benefits package.

Qualifications

• Ten years of related sales experience.
• In‑depth intermediary investment product knowledge.
• Strong communication and presentation skills.

Responsibilities

• Drive sales of AAM products within a defined territory.
• Collaborate with sales and client service professionals.
• Maintain a log of activities and opportunities in Salesforce.

Skills

Sales experience

Relationship management

Presentation skills

Microsoft Office proficiency

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

Job description

Aegon Asset Management (Aegon AM) is a global investment manager overseeing $384 billion in assets across four investment platforms.

Position Overview

As a member of the Intermediary Distribution team, you will proactively establish and maintain business relationships with registered investment advisors (RIA), family offices (FO), and mutual fund sub‑advisors (MFSA) to drive product sales.

Responsibilities

• Drive sales of AAM products within a defined geographic territory through development and expansion of business relationships.
• Leverage deep knowledge of varying RIA, FO, and MFSA business models to design tailored sales strategies.
• Produce expected sales results and territory activity levels as defined by senior leadership.
• Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists, and marketing associates.
• Position and differentiate AAM products against competitor firms and products.
• Maintain a log of activities and opportunities in the Salesforce system.
• Keep abreast of ongoing developments in the economy and the financial services industry.
• Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and other sensitive data.

Qualifications

• Bachelor’s degree in finance or a related business field.
• Ten years of related sales experience.
• FINRA Series 7 and 63 licenses (required to be obtained within 120 days of hire; continued employment may be contingent on obtaining licenses within 180 days).
• In‑depth intermediary investment product knowledge.
• Proven results using a consultative sales process.
• Broad range of client contacts.
• Highly developed relationship‑management skills.
• Advanced presentation and communication skills.
• Attention to detail in documenting activities.
• Ability to thrive in a high‑energy, collaborative, and competitive environment.
• Proficiency using Microsoft Office tools.

Compensation

The salary for this position generally ranges between $142,000 and $150,000 annually. The role is typically eligible for an annual bonus based on the Company Bonus Plan and individual performance. Compensation may vary above and below the stated amounts, as permitted by applicable law.

Benefits

• Pension Plan 401(k) Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability, Medical, Dental, and Vision Insurance
• Paid Time Off starting at 160 hours annually for first‑year employees
• Ten paid holidays per year
• Wellness Coaching and Reward Dollars within the Be Well program
• Fifteen days of paid parental leave for eligible employees after one year of service
• Adoption Assistance, Employee Assistance Program, and College Coach Program
• Backup Care Program, PTO for Volunteer Hours, Employee Matching Gifts, and Employee Resource Groups
• Recognition and Referral Bonus Programs

EEO Statement

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/affirmative action employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services, physical or mental disability, or any other status protected by federal, state, or local equal employment opportunity laws. Applicants with physical or mental disabilities may be entitled to a reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. For more information, applicants may contact [e-mail].