Consultant Relations Director - Retirement

Transamerica

1d•Onsite

About The Position

The role develops and expands relationships with institutional investment consultants, retirement plan advisors, and intermediary research teams to enhance visibility and advocacy for Transamerica’s retirement and Stable Value solutions. It also supports Stable Value Investment Only (SVIO) distribution by strengthening product positioning, managing consultant engagement activity, and guiding strategic interactions across the retirement ecosystem.

Requirements

Bachelor’s degree in business, finance, economics, or a related field
Ten years of experience in financial services with exposure to retirement, institutional sales, consultant relations, or investment product distribution
FINRA Series 6 and 63, or obtain within six months of start date
Strong knowledge of defined contribution (DC) and defined benefit (DB) markets, Stable Value, and retirement plan investment structures
Experience building and managing relationships with national and regional consulting firms, advisor platforms, or investment research teams
Strong communication, presentation, and relationship‑building skills
Strong strategic thinking and analytical skills with understanding of investment concepts

Nice To Haves

Experience with Stable Value products, collective investment trusts (CITs), and institutional investment vehicles
Familiarity with consultant databases such as eVestment, Morningstar, and Mercer GIMD
MBA or CFA progression

Responsibilities

Develop and execute a national consultant relations strategy that supports Client Executive initiatives and Stable Value sales objectives.
Build and maintain relationships with institutional consultants, advisory firms, home office research analysts, and due diligence teams to increase awareness and advocacy.
Lead consultant outreach, introductory calls, and ongoing relationship management based on internal relationship planning discussions.
Engage Client Executives and SVIO team members to present retirement and Stable Value product capabilities, performance, philosophy, and competitive advantages.
Partner with the SVIO team to position Stable Value effectively in the consultant marketplace and address firm‑specific requirements and approval processes.
Facilitate consultant due diligence efforts, ratings discussions, product approval submissions, and responses to research inquiries.
Provide accurate data for consultant databases such as eVestment, Morningstar, and Hueler, and help maintain consistent product presence in intermediary systems.
Support sales partners by sharing competitive intelligence, consultant insights, and firm‑specific requirements to accelerate retention and sales opportunities.
Identify growth opportunities with emerging consultants and aggregator or home office networks, and represent Transamerica at conferences, roundtables, and industry events.
Coordinate internally to prepare content for RFPs, RFIs, DDQs, consultant questionnaires, and periodic due diligence updates, and support reporting, pipeline updates, and market insights.

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
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
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