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Lead Client Executive


in Remote / TN

Logo for Transamerica


  • 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.


  • 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
  • #LI-Remote
  • Frequent travel (25% -50%) 

How to Apply

Apply Now

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