Responsible for the relationship management of an assigned group of Retirement Plan Clients. The Client Executive/Relationship Manager is accountable for client satisfaction, profitability, and retention. Client Executive/Relationship Manager will need to be well versed in Defined Contribution Plans, Defined Benefit Plans, and Total Retirement Outsourcing.

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.

  • Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.

  • Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.

  • Consult with clients on participant communication strategies and options.  Schedule workshops and facilitate fulfillment of enrollment materials. Provide reporting on the success of strategies and programs.

  • Consult with clients on plan termination issues; submit plan termination requests for processing.

  • Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.

  • Ensure a balance is kept between competing interests of clients and providers. 

  • Manage special projects as assigned.

Qualifications:

  • Bachelor’s degree in a business related field or equivalent education/experience.

  • Ten years of retirement industry or similar experience.

  • FINRA Series 6 and 63, and Life Insurance License.  Or obtain within six months.

  • Thorough understanding of ERISA and retirement industry trends.

  • Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.

  • Excellent communication, presentation and relationship-building skills.

  • Decision-making and problem-solving skills.

  • Research skills and attention to detail.

Preferred Qualifications:

  • Advanced skills in MS Word, Excel and PowerPoint.

Working Conditions:

  • Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely. (Located in Midwest Region preferred)

  • Travel (25% - 50%)

Compensation 

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

The Base Salary for this position generally ranges between $110,000 - $125,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.  

In addition, this position is currently eligible for an annual bonus.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.