Senior Retirement Advisor Relations Consultant - Business Development

Transamerica Corporation; United States; À distance; USD 91 000 - 105 000; Plein temps

Avantages offerts par ce poste

Competitive Pay

Annual Bonus Eligible

401k Match

Tuition Reimbursement

Medical Insurance

Résumé du poste

Transamerica is seeking a senior market expert to develop and manage strategic relationships with institutional consultants, retirement plan advisors, and intermediary research teams. The role aims to increase awareness, advocacy, and adoption of retirement and Stable Value investment solutions, partnering across internal teams to drive distribution success.

The candidate will lead engagements with elite advisors, maintain senior-level relationships, influence research outcomes, and coordinate

Qualifications

• Bachelor’s degree and 7+ years in advisor/consultant relations or related field.
• Strong understanding of DCIO and Stable Value products.
• Excellent executive communication and stakeholder management.

Responsabilités

• Develop and execute a national engagement strategy with elite advisors and consultants.
• Build and maintain senior-level relationships with consultant firms and home-office research platforms.
• Lead due diligence and RFP review processes; coordinate research inquiries.
• Deliver investment messaging and thought leadership aligned to priorities.
• Collaborate with cross-functional teams to ensure consistent market messaging.
• Track engagement activity and market trends to identify growth opportunities.

Connaissances

Executive-level communication

Relationship management

MS Office

Institutional sales

Advisor relations

Formation

Bachelor’s degree

SIE/Series 6 & 63

Life License or able to obtain

Outils

eVestment

Morningstar

Hueler

Description du poste

Job Family Asset Management Sales & Account Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. 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. Who We Are We believe everyone deserves to live their best life. 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. What We Do Transamerica is organized into three distinct businesses. 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. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.*

Job Description Summary Serve as a senior market expert responsible for developing and managing strategic relationships with institutional consultants, retirement plan advisors, and intermediary research teams to increase awareness, advocacy, and adoption of retirement and Stable Value investment solutions. Support distribution success by influencing research outcomes, delivering market insights, and partnering across internal teams.

Job Description Responsibilities Develop and execute a national engagement strategy with elite advisors, institutional consultants, and intermediary research teams. Build and maintain senior‑level relationships with consultant firms, advisory organizations, and home‑office research platforms. Serve as a primary external point of contact for assigned advisor and consultant relationships. Position retirement and Stable Value investment solutions to support favorable research outcomes, product ratings, and platform approvals. Lead advisor and consultant due diligence processes, including requests for proposal reviews, ratings discussions, and responses to research inquiries. Deliver investment messaging, performance insights, and thought leadership aligned to advisor and consultant priorities. Partner with Client Executives, Sales leaders, Stable Value Investment Only (SVIO) teams, Investments, Product, Legal and Compliance, and Marketing to coordinate outreach and ensure consistent market messaging. Support sales efforts by strengthening advisor and consultant advocacy, access, and credibility across targeted firms. Maintain accurate advisor and consultant data within intermediary and industry platforms such as eVestment, Morningstar, and Hueler. Track engagement activity, advisor sentiment, and market trends to identify opportunities for growth.

Qualifications Bachelor’s degree Seven years of experience in advisor relations, consultant relations, institutional sales, intermediary distribution, investment management, or retirement solutions SIE, Series 6 &63, Life License or obtained within 6 months of hire date Strong understanding of the institutional advisor and consultant landscape, retirement markets, and Defined Contribution Investment Only (DCIO) and Stable Value investment products Ability to influence outcomes through relationship‑based engagement Executive‑level communication, presentation, and stakeholder management skills Experience working in a matrixed, cross‑functional environment Proficient in MS Office

Working Conditions Remote office environment Moderate Travel 10 to 25% for advisor and consultant meetings, conferences, and industry events.

Compensation: The Salary for this position generally ranges between $91,000-$105,000 annually. 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. Salary may vary above and below the stated amounts, as permitted by applicable law. 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. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

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

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• 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).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• 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.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
• Inclusion & Diversity

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

Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. 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.

For more information, visit transamerica.com. Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* For more information, visit www.transamerica.com. * As of December 31, 2022 For more information about Transamerica’s privacy practices, click here.