Senior Retirement Advisor Relations Consultant – Business Development

Transamerica

. Develop and execute a national engagement strategy with elite advisors, institutional consultants, and intermediary research teams .

Posted 10/13/2026full-timeRemote • United StatesSenior💰 $91,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in advisor and consultant relations, with a strong focus on retirement solutions and investment management. Proven ability to build relationships, influence outcomes, and deliver strategic messaging in a cross-functional environment.

Highest-signal resume keywords

Advisor RelationsConsultant RelationsInvestment ManagementSIE, Series 6 & 63Executive-Level Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Institutional SalesIntermediary DistributionRetirement SolutionsDue Diligence ProcessesRFP ReviewsPerformance InsightsMarket Trends AnalysisData Management

Soft Skills

Relationship BuildingInfluencing OutcomesStakeholder ManagementPresentation Skills

Tools & Technologies

EVestmentMorningstarHuelerMS Office

Certifications & Qualifications

Bachelor's DegreeLife License

Industry Keywords

Stable Value Investment ProductsDCIOCross-Functional EnvironmentSales AdvocacyMarket Trends

About the role

Key responsibilities & impact

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 the 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 RFP 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, SVIO teams, Investments, Product, Legal and Compliance, and Marketing
Support sales efforts by strengthening advisor and consultant advocacy, access, and credibility across targeted firms
Maintain accurate advisor and consultant data in eVestment, Morningstar, and Hueler
Track engagement activity, advisor sentiment, and market trends to identify growth opportunities

Requirements

What you’ll need

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, 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
Legal authorization to work in the U.S. without immigration sponsorship or employer-of-record arrangements
Moderate travel availability of 10 to 25%

Benefits

Comp & perks

Annual bonus based on the Company Bonus Plan/Individual Performance
Sales and/or performance incentives
Competitive pay
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 in the first year of service
Ten paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Fifteen days of paid parental leave per calendar year for 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
Remote office environment