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Consultant Relations Director – Retirement

DirectorDirectorFull TimeRemoteLeadTeam 5,001-10,000Since 1904H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

57 days ago

Salary

$212K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

Consultant Relations Director – Retirement

Transamerica

• Develop and execute a national consultant relations strategy that supports Client Executive initiatives and Stable Value sales objectives. • Build and maintain relationships with institutional consultants, advisory firms, home office research analysts, and due diligence teams to increase awareness and advocacy. • Lead consultant outreach, introductory calls, and ongoing relationship management based on internal relationship planning discussions. • Engage Client Executives and SVIO team members to present retirement and Stable Value product capabilities, performance, philosophy, and competitive advantages. • Partner with the SVIO team to position Stable Value effectively in the consultant marketplace and address firm‑specific requirements and approval processes. • Facilitate consultant due diligence efforts, ratings discussions, product approval submissions, and responses to research inquiries. • Provide accurate data for consultant databases such as eVestment, Morningstar, and Hueler, and help maintain consistent product presence in intermediary systems. • Support sales partners by sharing competitive intelligence, consultant insights, and firm‑specific requirements to accelerate retention and sales opportunities. • Identify growth opportunities with emerging consultants and aggregator or home office networks, and represent Transamerica at conferences, roundtables, and industry events. • Coordinate internally to prepare content for RFPs, RFIs, DDQs, consultant questionnaires, and periodic due diligence updates, and support reporting, pipeline updates, and market insights.

Job Requirements

  • Bachelor’s degree in business, finance, economics, or a related field
  • Ten years of experience in financial services with exposure to retirement, institutional sales, consultant relations, or investment product distribution
  • FINRA Series 6 and 63, or obtain within six months of start date
  • Strong knowledge of defined contribution (DC) and defined benefit (DB) markets, Stable Value, and retirement plan investment structures
  • Experience building and managing relationships with national and regional consulting firms, advisor platforms, or investment research teams
  • Strong communication, presentation, and relationship‑building skills
  • Strong strategic thinking and analytical skills with understanding of investment concepts

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
  • Health and Work/Life Balance Benefits
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
  • 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

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