Manager Client Executive

Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what s important to them. We re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It s part of Aegon, an integrated, diversified, international financial services group servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com. Job Description Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Defined Contribution and Total Retirement Outsourcing. Job Description 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, Life insurance licenses, 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 at...