Senior Retirement Advisor Relations Consultant - Business Development

Transamerica

1d•$91,000 - $105,000•Remote

About The Position

Serve as a senior market expert responsible for developing and managing strategic relationships with institutional consultants, retirement plan advisors, and intermediary research teams to increase awareness, advocacy, and adoption of retirement and Stable Value investment solutions. Support distribution success by influencing research outcomes, delivering market insights, and partnering across internal teams.

Requirements

Bachelor’s degree
Seven years of experience in advisor relations, consultant relations, institutional sales, intermediary distribution, investment management, or retirement solutions
SIE, Series 6 &63, Life License or obtained within 6 months of hire date
Strong understanding of the institutional advisor and consultant landscape, retirement markets, and Defined Contribution Investment Only (DCIO) and Stable Value investment products
Ability to influence outcomes through relationship‑based engagement
Executive‑level communication, presentation, and stakeholder management skills
Experience working in a matrixed, cross‑functional environment
Proficient in MS Office

Responsibilities

Develop and execute a national engagement strategy with elite advisors, institutional consultants, and intermediary research teams.
Build and maintain senior‑level relationships with consultant firms, advisory organizations, and home‑office research platforms.
Serve as a primary external point of contact for assigned advisor and consultant relationships.
Position retirement and Stable Value investment solutions to support favorable research outcomes, product ratings, and platform approvals.
Lead advisor and consultant due diligence processes, including requests for proposal reviews, ratings discussions, and responses to research inquiries.
Deliver investment messaging, performance insights, and thought leadership aligned to advisor and consultant priorities.
Partner with Client Executives, Sales leaders, Stable Value Investment Only (SVIO) teams, Investments, Product, Legal and Compliance, and Marketing to coordinate outreach and ensure consistent market messaging.
Support sales efforts by strengthening advisor and consultant advocacy, access, and credibility across targeted firms.
Maintain accurate advisor and consultant data within intermediary and industry platforms such as eVestment, Morningstar, and Hueler.
Track engagement activity, advisor sentiment, and market trends to identify opportunities for growth.

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
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