Manager, Client Executive
Transamerica(26 days ago)
About this role
The role manages relationships for assigned retirement plans (primarily 401(k)) to ensure client satisfaction, retention, and plan profitability. The position supports clients and advisors across plan types (Defined Benefit, Defined Contribution, Total Retirement Outsourcing) and acts as a primary business contact for strategic account management.
Required Skills
- Relationship Management
- Plan Management
- Client Consulting
- Compliance
- ERISA Knowledge
- Presentation Skills
- Problem Solving
- MS Office
Qualifications
- Bachelor's Degree in Business or Related Field
- FINRA Series 6
- FINRA Series 63
- Life Insurance License
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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