Senior Retirement Plan Relationship Executive (Remote)

Transamerica; United States; Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Job summary

Transamerica is seeking a seasoned retirement relationship manager to oversee defined benefit/defined contribution and total retirement outsourcing for assigned clients in the United States.

You will build strategic partnerships with advisors and plan sponsors, conduct annual reviews, cross-sell services, and ensure high client satisfaction while navigating ERISA requirements and complex plan provisions. The role involves travel and working with diverse client groups across North America.

Qualifications

• Bachelor’s degree in business field or equivalent education/experience.
• Ten years of retirement industry or similar experience.
• FINRA Series 6 and 63, or obtain within 6 months of job entry date.
• Life and Health insurance licenses as required by state(s), or obtain within 12 months of job entry date.
• Thorough understanding of ERISA and retirement industry trends.
• Advanced knowledge of retirement programs and plan management, including technical, compliance, administration, investment, and participant solutions.
• Excellent communication, presentation and relationship-building skills.
• Proficiency using MS Office tools.

Responsibilities

• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews.
• Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
• Serve as the escalation point for service related issues.
• Identify root causes and design strategies to resolve; manage resources through to resolution.
• Consult with clients and advisors on qualified plan design issues.
• Interpret and explain plan provisions to accomplish client goals.
• Analyze and interpret discrimination testing rules and results; consult on solutions.
• Consult with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products.

Skills

Communication skills

Relationship building

Decision making

Analytical thinking

Education

Bachelor’s degree in business field

Tools

MS Office

Job description

Transamerica is seeking a seasoned retirement relationship manager to oversee defined benefit/defined contribution and total retirement outsourcing for assigned clients in the United States.

You will build strategic partnerships with advisors and plan sponsors, conduct annual reviews, cross-sell services, and ensure high client satisfaction while navigating ERISA requirements and complex plan provisions. The role involves travel and working with diverse client groups across North America.