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Transamerica · 1 day ago

Lead Client Executive (So., CA)

California, United States

Full-time

Hybrid

Senior Level

$91K/yr - $125K/yr

7+ years exp

Transamerica is a financial services company focused on helping people plan for their best life. The Lead Client Executive is responsible for managing client relationships to ensure satisfaction and profitability of retirement plans, while also consulting on various plan design issues and enhancements.

Financial ServicesImpact InvestingInsurance

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

Qualification

Retirement industry experienceFINRA Series 6Life insurance licensesERISA knowledgeMS Office proficiencyAdvanced MS Word skillsAdvanced MS Excel skillsAdvanced MS PowerPoint skillsResearch skillsCommunication skillsPresentation skillsRelationship-building skillsDecision-making skillsProblem-solving skillsAttention to detail

Required

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, and Life insurance licenses, 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

Advanced skills in MS Word, Excel and PowerPoint

Benefits

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

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees