Manager Client Executive
TransamericaWork From Home, USA
Posted March 4, 2026
97500 - 135000 USD
Full Time
About the Company
Longer lifespans are changing the way we exist. Instead of the traditional stages of learn, work, and retire, we now have the potential for a more fulfilling, multi-stage life. With this opportunity comes the need to plan for it. We enable financial professionals, brokers, agents, advisors, and employers to energize clients and employees to seize the possibilities longevity brings. So, no matter where someone is on their journey, we can help them pursue the freedom to live the life they want. Transamerica. Live your best life. Securities distributed by Transamerica Capital, Inc. Social terms: https://www.transamerica.com/social-media-guidelines
Job Description
Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans.
Requirements
- Bachelor's degree in a business related field or equivalent education/experience.
- Ten years of retirement industry or similar experience.
- FINRA Series 6 and 63, Life insurance 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 technical, compliance, administration, investment, and participant solutions.
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