Transamerica · 5 months ago
Senior Client Executive
United States
Full-time
Remote
Senior Level
$91K/yr - $105K/yr
5+ years expTransamerica is a financial services company focused on helping people achieve financial freedom. The Senior Client Executive role involves managing relationships with clients who have retirement plans, ensuring client satisfaction, and driving asset retention through proactive engagement and consultative support.
Financial ServicesImpact InvestingInsurance
Responsibilities
Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty
Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution
Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing
Adhere to process and documentation standards to minimize operational risk and loss
Interpret discrimination testing rules and results. Consult on solutions to failed testing
Drive cross sell opportunities to enhance individual client and enterprise profitability
Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing
Keep clients and advisors apprised of product and service enhancements, including changes in investment options
Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors
Consult with clients on plan termination issues. Submit plan termination requests for processing
Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs
Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition
Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures
Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention
Qualification
Required
Bachelor's degree in a business related field or equivalent education/experience
Five years of retirement industry or similar experience
FINRA Series 6 and 63 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, but not limited to technical, compliance, administration, investment, and participant solutions
Proficiency using MS Office (Word, Excel, PowerPoint)
Preferred
Advanced skills in MS Word, Excel and PowerPoint
Benefits
Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase