Senior Retirement Relationship Leader – Remote/Travel

Transamerica; Columbus (OH); Hybrid; USD 91,000 - 125,000; Full time

Benefits offered by this job

Bonus eligibility

Pension Plan

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Career Training & Development

Paid Time Off 160 hours annually

10 paid holidays

Parental Leave

Employee Assistance Program

Inclusion and Diversity Programs

ERGs

Job summary

Transamerica is seeking a seasoned Account/Relationship Manager to oversee retirement plan relationships and drive client satisfaction. You will manage a portfolio, develop strategic plans with advisors, and cross-sell to deepen profitability while ensuring service excellence.

The role requires extensive retirement industry experience, ERISA knowledge, and FINRA/Life licenses (or readiness to obtain). Travel 25–50% is expected.

Qualifications

• Seven years of retirement industry or similar experience.
• FINRA Series 6 and 63, and Life insurance licenses, or obtain within six months.
• 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.
• Advanced skills in MS Word, Excel and PowerPoint.

Responsibilities

• Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement plans.
• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans.
• 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. manage resources through to resolution.
• Consult with clients and brokers on qualified plan design issues. consult on solutions to failed testing.
• Consult with client and advisor on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
• Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
• Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials.
• Consult with clients on plan termination issues; Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
• Manage special projects as assigned.

Skills

Relationship management

Communication

Presentation

MS Office

Travel readiness

Client strategy

Education

Bachelor’s degree in business or related field

Tools

MS Office Suite

Job description

Transamerica is seeking a seasoned Account/Relationship Manager to oversee retirement plan relationships and drive client satisfaction. You will manage a portfolio, develop strategic plans with advisors, and cross-sell to deepen profitability while ensuring service excellence.

The role requires extensive retirement industry experience, ERISA knowledge, and FINRA/Life licenses (or readiness to obtain). Travel 25–50% is expected.