Lead Client Executive (ne Ohio/western Pa)

Transamerica Corporation

ne Ohio/western Pa, US
Base: $91,000 - $125,000 annually; bonus/equity: e...
On-site
Client relationship management
Retirement plan consulting
Erisa and retirement trends
Transamerica Corporation is seeking a Lead Client Executive for their northeast Ohio/western Pennsylvania region. This role involves managing client relationships within retirement plans, ensuring client satisfaction and profitability, and requires extensive experience in the retirement industry

Job Summary

  • Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans.
  • 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.
  • We offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Matching Summary

Match Score: 85

Transamerica Corporation is seeking a Lead Client Executive for their northeast Ohio/western Pennsylvania region. This role involves managing client relationships within retirement plans, ensuring client satisfaction and profitability, and requires extensive experience in the retirement industry.

Salary

Base: $91,000 - $125,000 annually; Bonus/Equity: Eligible for Annual Bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • client relationship management
  • retirement plan consulting
  • ERISA and retirement trends
  • cross-sell additional products

Nice-to-have

  • consultative approach
  • positive environment
  • collaborative work

Key Requirements

  • Bachelor’s degree or equivalent experience
  • Seven years of retirement industry experience
  • FINRA Series 6 and 63
  • Advanced knowledge of retirement programs

Work Rights

Not specified

Tailored Resume

Cover Letter