Client Executive Manager

Transamerica

. Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews .

Posted 11/10/2026full-timeRemote • United StatesSeniorLead💰 $110,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan management, including compliance, administration, and investment solutions, while effectively communicating and building relationships with clients and advisors. Proficient in analyzing industry trends and providing strategic consulting to enhance client satisfaction and profitability.

Highest-signal resume keywords

Retirement Industry ExperienceERISA Compliance KnowledgeFINRA Series 6 and 63Life and Health Insurance LicenseAdvanced MS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan ManagementDiscrimination Testing AnalysisPlan Design ConsultationProblem-SolvingStrategic Planning

Soft Skills

Communication SkillsRelationship-BuildingDecision-MakingAttention to DetailResearch Skills

Tools & Technologies

MS OfficeMS WordMS ExcelMS PowerPoint

Certifications & Qualifications

FINRA Series 6FINRA Series 63Life and Health Insurance License

Industry Keywords

ERISARetirement ProgramsConsultative ApproachClient Relationship ManagementPlan Enhancements

About the role

Key responsibilities & impact

Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews
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 issues; manage resources through to resolution
Consult with clients and advisors 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
Consult on plan enhancements and upgrades, including conversion of older investment contracts to newer products
Keep clients and advisors apprised of product and service enhancements
Train clients on company processes, procedures and resources, including participant and plan sponsor systems/technology
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 on plan termination issues and submit termination requests for processing
Stay abreast of corporate actions such as mergers and acquisitions to proactively consult with clients and advisors
Balance competing interests of clients and providers
Manage special projects as assigned

Requirements

What you’ll need

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, or obtain within 6 months of job entry date
Life and Health insurance license(s), as required by state(s), or obtain within 12 months of job entry date
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
Advanced skills in MS Word, Excel and PowerPoint
Frequent travel 25 to 50%

Benefits

Comp & perks

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
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
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