Lead Client Executive (NE Ohio/Western PA)

Transamerica

8d•$91,000 - $125,000•Remote

About The Position

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, Distribution Compensation and Total Retirement Outsourcing.

Requirements

Bachelor’s degree in a business related field or equivalent education/experience.
Seven years of retirement industry or similar experience.
FINRA Series 6 and 63, 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 attention to detail.
Proficiency using MS Office tools.

Nice To Haves

Advanced skills in MS Word, Excel and PowerPoint.

Responsibilities

Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans.
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 brokers 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 to failed testing.
Consult with client and advisor 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.

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
Health and Work/Life Balance Benefits
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