Lead Client Executive – Retirement Relationship Manager

This is a fully remote position, open to applicants in Kentucky, +1 more state.

📋 Description

• Oversee a designated portfolio of clients through strategic and tactical planning, proactive engagements, client interactions, and yearly review strategies.

• Promote additional products and services by employing a consultative sales approach.

• Act as the primary escalation contact for service-related concerns and develop resolution strategies.

• Collaborate with clients and brokers on qualified plan design matters and clarify plan provisions.

• Evaluate discrimination testing rules and outcomes, offering solutions for any failed tests.

• Provide guidance to clients and advisors regarding plan improvements, upgrades, and investment contract conversions.

• Relay information about product and service improvements, changes in investment options, and new offerings from Transamerica.

• Educate clients on company processes, procedures, and participant/plan sponsor systems and technology.

• Advise on strategies and options for participant communication.

• Organize workshops and oversee the fulfillment of enrollment materials.

• Assess the effectiveness of strategies and programs through reporting.

• Offer counsel on plan termination matters and process termination requests.

• Keep track of corporate actions, such as mergers and acquisitions, while proactively advising clients and advisors.

• Balance the interests of clients and providers effectively.

• Manage special projects as assigned.

⛳️ Requirements

• Bachelor’s degree in a business-related discipline or equivalent education/experience.

• Seven years of experience in the retirement industry or a comparable field.

• Possession of FINRA Series 6 and 63 and Life insurance licenses, or the ability to obtain them within six months.

• Deep understanding of ERISA regulations and trends within the retirement industry.

• Advanced knowledge of retirement programs and plan management, encompassing technical, compliance, administration, investment, and participant solutions.

• Exceptional communication, presentation, and relationship-building abilities.

• Strong decision-making and problem-solving capabilities.

• Research proficiency and meticulous attention to detail.

• Competence in using MS Office applications.

• Advanced skills in MS Word, Excel, and PowerPoint.

• Willingness to travel frequently, between 25% to 50% of the time.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Benefits Package

• 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

• Be Well Company holistic wellness program, featuring Wellness Coaching and Reward Dollars

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service

• 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

• Frequent Travel 25 to 50%