Transamerica · 15 hours ago
Hybrid Regional Vice President - RIA
United States
Full-time
Hybrid
Mid, Senior Level
5+ years expTransamerica is a leading financial services company that empowers individuals to achieve financial freedom. The Regional Vice President is responsible for the distribution of Transamerica’s mutual funds and exchange traded funds to Registered Investment Advisors in a defined territory, focusing on business development and maintaining client relationships.
Financial ServicesImpact InvestingInsurance
Responsibilities
Execute on business plans in conjunction with external sales partner(s) to meet key activity and sales metrics
Reach out to prospective clients to grow Transamerica’s sales and market share
Develop new business and maintain existing business relationships by conducting phone calls, email campaigns, webinars, in person sales meetings, and attending industry conferences
Expand opportunities for Transamerica’s Mutual Funds and ETFs by leveraging current and new industry contacts
Become a Transamerica product expert while maintaining a deep understanding of the competitive environment and positioning
Manage expense budget
Stay compliant with Transamerica rules, policies, and procedures
Qualification
Required
Bachelor's degree in a business field or equivalent work experience
Five years of financial services industry experience, including three years working with RIAs
FINRA Series 7 and 63
Thorough understanding of investing, asset allocation, and capital markets to translate the value to advisors
Outstanding communication, interpersonal, problem solving, and relationship building skills
Ability to combine sophisticated listening skills with market acumen to anticipate and discover the needs and expectations of clients and propose suitable solutions through a consultative sales approach
Self-motivated and able to work as part of a team in a fast paced environment
Proficiency using Microsoft Office tools
Preferred
Sales experience
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
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 New York Stock Exchange (NYSE) holidays).
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 at the time of birth, placement of an adopted child, or placement of a foster care child.
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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase