Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

DC Administrator

United Benefit Pensions Inc.
(Remote / Melville NY)

United Benefit Pensions Inc. logo

DB/DC Administrator

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Compliance Specialist II



Chief Pension Actuary

Loren D. Stark Company

Loren D. Stark Company logo

Plan Administrator Consultant

Jocelyn Pension Consulting
(Remote / Boulder CO)

Jocelyn Pension Consulting logo

Site Manager / Senior Administrator

Nicholas Pension Consultants
(Remote / AZ / ID / NM / NV / UT)

Nicholas Pension Consultants logo

Retirement Plan Administrator

Hessel & Associates, LLC
(Remote / IL)

Hessel & Associates, LLC logo

401(k) Retirement Plan Administrator

Midwest TPA with Remote Workforce
(Remote / Beachwood OH)

Distribution \ Loan Clerk

Retirement, LLC
(Remote / Oklahoma City OK)

Retirement, LLC logo

Retirement Plan Relationship Manager – DB or DC Focus

Trinity Pension Consultants
(Remote / Akron OH / AL / IN / KY / MO / TN)

Trinity Pension Consultants logo

Retirement Plan Administrator

Hicks Pension Services

Hicks Pension Services logo

Compliance Analyst - 401(k) Administration

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Plan Administrator

Aimpoint Pension
(Remote / Pompano Beach FL)

Aimpoint Pension logo

Pension Administrator

(Remote / Phoenix AZ)

MGKS logo

Junior Implementation Specialist - 401(k) Administration

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Retirement Plan Administrator

CMC Pension Professionals

CMC Pension Professionals logo

Director of Pension Administration

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Manager - Defined Contribution Plans

M2B Retirement Consulting LLC
(Remote / Wexford PA)

M2B Retirement Consulting LLC logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Enrolled Actuary

Loren D. Stark Company

Loren D. Stark Company logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

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

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2022, Inc.