Transamerica

Lead Client Executive

Transamerica

2 months ago
Remote
Full Time
Senior
0 applicants
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Transamerica
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About this role

The Relationship Manager at Transamerica focuses on managing assigned retirement plan relationships to support asset retention for 401(k), DB, and MEP clients. The role serves as the primary liaison with clients, advisors, and brokers to represent Transamerica, support plan continuity, and promote participant retirement readiness.

Skills

Qualifications

Bachelor's DegreeSeries 6Series 63Life Insurance License
Transamerica

About Transamerica

transamerica.com

Let Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.

About Transamerica

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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