Senior Retirement Advisor Relations Consultant – Business Development

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $91k - $105k / year

⏰ Full Time

🟠 Senior

💰 Business Development (BDR)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Develop and execute a national engagement strategy with elite advisors, institutional consultants, and intermediary research teams • Build and maintain senior-level relationships with consultant firms, advisory organizations, and home-office research platforms • Serve as the primary external point of contact for assigned advisor and consultant relationships • Position retirement and Stable Value investment solutions to support favorable research outcomes, product ratings, and platform approvals • Lead advisor and consultant due diligence processes, including RFP reviews, ratings discussions, and responses to research inquiries • Deliver investment messaging, performance insights, and thought leadership aligned to advisor and consultant priorities • Partner with Client Executives, Sales leaders, SVIO teams, Investments, Product, Legal and Compliance, and Marketing • Support sales efforts by strengthening advisor and consultant advocacy, access, and credibility across targeted firms • Maintain accurate advisor and consultant data in eVestment, Morningstar, and Hueler • Track engagement activity, advisor sentiment, and market trends to identify growth opportunities

🎯 Requirements

• Bachelor’s degree • Seven years of experience in advisor relations, consultant relations, institutional sales, intermediary distribution, investment management, or retirement solutions • SIE, Series 6 & 63, Life License or obtained within 6 months of hire date • Strong understanding of the institutional advisor and consultant landscape, retirement markets, DCIO, and Stable Value investment products • Ability to influence outcomes through relationship-based engagement • Executive-level communication, presentation, and stakeholder management skills • Experience working in a matrixed, cross-functional environment • Proficient in MS Office • Legal authorization to work in the U.S. without immigration sponsorship or employer-of-record arrangements • Moderate travel availability of 10 to 25%

🏖️ Benefits

• Annual bonus based on the Company Bonus Plan/Individual Performance • Sales and/or performance incentives • Competitive pay • 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 in the first year of service • Ten paid holidays per year • Be Well Company 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 • PTO for volunteer hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs • Remote office environment