Transamerica

Sr. Client Executive

Transamerica

2 months ago
Remote
Full Time
Senior
1 applicant
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Transamerica
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About this role

A field-based retirement plan relationship role within Transamerica’s Account/Relationship Management organization supporting 401(k), DB, and MEP clients and advisors. The position focuses on maintaining strong client relationships and supporting the company’s retirement product offerings while operating primarily in a remote, travel-intensive environment.

Skills

Qualifications

Bachelor's Degree (Business Related)FINRA Series 6FINRA Series 63
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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