Lead Client Executive (NE Ohio/Western PA)
Transamerica(1 month ago)
About this role
A Relationship Manager at Transamerica is responsible for managing assigned client relationships for retirement plans, primarily 401(k) plans, to ensure client satisfaction, retention, and plan profitability. The role may also include responsibility for defined benefit plans, distribution compensation, and total retirement outsourcing. The position supports clients and advisors across Transamerica’s retirement and investment businesses.
Required Skills
- Relationship Management
- Client Consulting
- Plan Management
- ERISA Knowledge
- Discrimination Testing
- Cross Selling
- Communication
- Presentation
- MS Office
- Project Management
Qualifications
- Bachelor's Degree in Business
- FINRA Series 6
- FINRA Series 63
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
View more jobs at Transamerica →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Transamerica
Similar Jobs
Plan Document Consultant
Voya Financial(23 days ago)
Manager, ERISA Compliance
Hub International(2 months ago)
Retirement Plan Consultant
OneDigital(1 year ago)
Vice President, Retirement Compliance
Fidelity(2 months ago)
401(k) Specialist
Kestra Financial Independent Advisor(9 months ago)
Sr. Client Relationship Manager
T. Rowe Price(27 days ago)