Transamerica jismoniy shaxslar va ish beruvchilarga uzoq muddatli moliyaviy ehtiyojlarga tayyorlanishda yordam berishga yo‘naltirilgan moliyaviy xizmatlar kompaniyasidir. Uning takliflari hayot sug‘urtasi, pensiyani rejalashtirish, o‘zaro fondlar, annuitetlar, xodimlar uchun imtiyozlar va investitsiyalarni boshqarishni o‘z ichiga oladi. Kompaniya jismoniy shaxslar, muassasalar, ish beruvchilar va moliyaviy maslahatchilar bilan hamkorlik qilib, tadqiqotlarga asoslangan vositalar, ta’lim va yo‘l-yo‘riq taqdim etadi. Bunda pensiya ta’minoti va o‘zgarib borayotgan moliyaviy ehtiyojlarga alohida e’tibor qaratadi.
Senior Retirement Advisor Relations Consultant, Business Development
Lead advisor and consultant relationships to advance Transamerica’s retirement and Stable Value investment solutions. Build advocacy, support research approvals, and grow institutional distribution.
Tavsif
- Set a national engagement strategy for leading advisors, institutional consultants, and intermediary research teams.
- Cultivate senior relationships with consultant firms, advisory organizations, and home-office research platforms.
- Act as the main external contact for assigned advisor and consultant relationships.
- Promote retirement and Stable Value investment solutions to support positive research findings, product ratings, and platform approvals.
- Manage due diligence with advisors and consultants, including RFP reviews, ratings discussions, and research inquiries.
- Share investment messaging, performance insights, and thought leadership relevant to advisor and consultant priorities.
- Coordinate with Client Executives, Sales leaders, SVIO teams, Investments, Product, Legal and Compliance, and Marketing.
- Advance sales by building advisor and consultant advocacy, access, and credibility at targeted firms.
- Keep advisor and consultant records accurate in eVestment, Morningstar, and Hueler.
- Monitor engagement, advisor sentiment, and market trends to uncover growth opportunities.
Talablar
- Bachelor’s degree.
- Seven years of experience in advisor relations, consultant relations, institutional sales, intermediary distribution, investment management, or retirement solutions.
- SIE, Series 6 and 63, and Life License, or ability to obtain them within six months of hire.
- Strong knowledge of institutional advisors and consultants, retirement markets, DCIO, and Stable Value investment products.
- Ability to influence decisions through relationship-based engagement.
- Executive-level communication, presentation, and stakeholder management skills.
- Experience in a matrixed, cross-functional environment.
- Proficiency in Microsoft Office.
- Authorization to work in the United States without immigration sponsorship or employer-of-record arrangements.
- Availability for moderate travel of 10% to 25%.
Imtiyozlar
- Annual bonus under the Company Bonus Plan, based on individual performance.
- Sales and/or performance incentives.
- Competitive pay.
- Pension plan.
- 401(k) match.
- Employee stock purchase plan.
- Tuition reimbursement.
- Disability insurance.
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Employee discounts.
- Career training and development opportunities.
- At least 160 hours of paid time off annually during the first year of service.
- Ten paid holidays per year.
- Be Well holistic wellness program, including Wellness Coaching and Reward Dollars.
- Fifteen 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.
- Paid time off for volunteer hours.
- Employee Matching Gifts Program.
- Employee Resource Groups.
- Inclusion and Diversity Programs.
- Employee Recognition Program.
- Referral bonus programs.
- Remote office environment.