Hybrid Regional Vice President - RIA

Transamerica

3d•Hybrid

About The Position

Responsible for the distribution of Transamerica’s mutual funds and exchange traded funds to the Registered Investment Advisor (RIA) associated with investment advisory firms in a defined territory.

Requirements

Bachelor’s degree in a business field or equivalent work experience
Five years of financial services industry experience, including three years working with RIAs
FINRA Series 7 and 63
Thorough understanding of investing, asset allocation, and capital markets to translate the value to advisors
Outstanding communication, interpersonal, problem solving, and relationship building skills
Ability to combine sophisticated listening skills with market acumen to anticipate and discover the needs and expectations of clients and propose suitable solutions through a consultative sales approach
Self-motivated and able to work as part of a team in a fast paced environment
Proficiency using Microsoft Office tools

Nice To Haves

Sales experience

Responsibilities

Execute on business plans in conjunction with external sales partner(s) to meet key activity and sales metrics.
Reach out to prospective clients to grow Transamerica’s sales and market share.
Develop new business and maintain existing business relationships by conducting phone calls, email campaigns, webinars, in person sales meetings, and attending industry conferences.
Expand opportunities for Transamerica’s Mutual Funds and ETFs by leveraging current and new industry contacts.
Become a Transamerica product expert while maintaining a deep understanding of the competitive environment and positioning.
Manage expense budget.
Stay compliant with Transamerica rules, policies, and procedures.

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