Lead Client Executive; NE Ohio​/Western PA

Lead Client Executive (NE Ohio/Western PA)

Full Time

Sales and Marketing

United States

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.

• 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.

• 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.

• Advanced skills in MS Word, Excel and PowerPoint.

• Frequent Travel 25 to 50%

The salary for this position generally ranges between $91,000 - $125,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions.

Please note:

• We will never request personal information such as  payment for equipment upfront.
• Official offers are sent via Docu Sign following a verbal offer—not through text or email.