Senior Retirement Advisory Relations Lead (Remote)

Transamerica; United States; Remote; USD 91,000 - 105,000; Full time

Benefits offered by this job

401k Match

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Paid Time Off

Job summary

Transamerica is seeking a senior market expert to develop and manage strategic relationships with institutional consultants, retirement plan advisors, and intermediary research teams to increase awareness and adoption of retirement and Stable Value investment solutions.

You will influence research outcomes, deliver market insights, and partner across internal teams to support distribution success and platform approvals.

Qualifications

• Bachelor’s degree required.
• Seven years of experience in advisor relationships, 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 DCIO and Stable Value 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.

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, 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.

Skills

Relationship-building

Executive communication

Cross-functional collaboration

MS Office

Strategic account development

Influence & negotiation

Market insights

Education

Bachelor's degree

Tools

MS Office

SIE/Series 6 & 63

Job description

Transamerica is seeking a senior market expert to develop and manage strategic relationships with institutional consultants, retirement plan advisors, and intermediary research teams to increase awareness and adoption of retirement and Stable Value investment solutions.

You will influence research outcomes, deliver market insights, and partner across internal teams to support distribution success and platform approvals.