Responsible for relationship management of assigned clients to ensure client satisfaction, retention and
profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Distribution Compensation and Total Retirement Outsourcing. THIS POSITION IS TO BE LOCATED IN THE WASHINGTON DC, NORTHERN VIRGINIA, OR BALTIMORE AREA. CANDIDATES MUST
RESIDE IN THE AREA OR BE WILLING TO RELOCATE AT THEIR OWN EXPENSE.
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.
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.
Life and health license.
Frequent travel (25% -50%)
Job and compensation levels depend upon an applicant's qualifications including the extent of
his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.