Transamerica
Lead Client Executive (NE Ohio/Western PA)
Transamerica, Springfield, Ohio, United States, 45502
Lead Client Executive (NE Ohio/Western PA)
Join to apply for the
Lead Client Executive (NE Ohio/Western PA)
role at
Transamerica .
Job Description Summary 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.
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.
Qualifications
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.
Preferred Qualifications
Advanced skills in MS Word, Excel and PowerPoint.
Working Conditions
Remote (Field/Travel) Environment
Frequent Travel 25 to 50%
Compensation The salary for this position generally ranges between
$91,000
-
$125,000
annually/per hour. Salary range is a good faith estimate and actual starting pay is determined by qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above or 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. We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
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 NYSE holidays).
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees.
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
Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We offer a range of diversity and inclusion programs and Employee Resource Groups (ERGs) open to all employees.
Giving Back We created the Aegon Transamerica Foundation in 1994 to support nonprofit organizations through grants and employee volunteer efforts.
Transamerica’s Parent Company Aegon acquired Transamerica in 1999. Aegon serves more than 23.9 million people worldwide with investment, protection, and retirement solutions.
As of December 31, 2023, information provided for context. For more information, visit transamerica.com.
Referrals increase your chances of interviewing at Transamerica.
Job Location and Status Springfield, OH
Seniority level: Mid-Senior level
Employment type: Full-time
#J-18808-Ljbffr
Lead Client Executive (NE Ohio/Western PA)
role at
Transamerica .
Job Description Summary 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.
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.
Qualifications
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.
Preferred Qualifications
Advanced skills in MS Word, Excel and PowerPoint.
Working Conditions
Remote (Field/Travel) Environment
Frequent Travel 25 to 50%
Compensation The salary for this position generally ranges between
$91,000
-
$125,000
annually/per hour. Salary range is a good faith estimate and actual starting pay is determined by qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above or 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. We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
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 NYSE holidays).
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees.
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
Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We offer a range of diversity and inclusion programs and Employee Resource Groups (ERGs) open to all employees.
Giving Back We created the Aegon Transamerica Foundation in 1994 to support nonprofit organizations through grants and employee volunteer efforts.
Transamerica’s Parent Company Aegon acquired Transamerica in 1999. Aegon serves more than 23.9 million people worldwide with investment, protection, and retirement solutions.
As of December 31, 2023, information provided for context. For more information, visit transamerica.com.
Referrals increase your chances of interviewing at Transamerica.
Job Location and Status Springfield, OH
Seniority level: Mid-Senior level
Employment type: Full-time
#J-18808-Ljbffr