{"id":4052831,"url":"https://alion.io/job/transamerica-client-executive-manager","title":"Client Executive Manager","company":{"id":5865,"name":"Transamerica","domain":"transamerica.com","url":"https://alion.io/company/transamerica","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":11,"ghost_share":0,"stale_share":0.455,"repost_share":0,"time_to_fill_p50_days":37,"computed_at":"2026-11-10T06:52:35Z"}},"role":"HR","role_family":"HR","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":110000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-10T00:00:00Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-11T02:47:51Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Job Family\nAccount / Relationship ManagementAbout Us\nAt Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.\nUltimately, weappreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providingtools and solutions that make it easier to get there.\nWho We Are\nWe believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.\nToday, we’repart of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’simportant to them.\nWe’reempowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.\nWhat We Do\nTransamerica is organized intothree distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprisedof life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long termcare, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.\nTransamerica employs nearly 7,000people. It’spart of Aegon, an integrated, diversified, international financial services groupservingapproximately 23.9 million customersworldwide.*For moreinformation, visit transamerica.com.\nJob Description Summary\nResponsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Defined Contribution and Total Retirement Outsourcing.Job Description\nResponsibilities\nManage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews.\nCross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.\nServe as the escalation point for service related issues.\nIdentify root causes and design strategies to resolve; manage resources through to resolution.\nConsult with clients and advisors on qualified plan design issues.\nInterpret and explain plan provisions to accomplish client goals.\nAnalyze and interpret discrimination testing rules and results; consult on solutions.\nConsult with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products.\nKeep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.\nTrain clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.\nConsult with clients on participant communication strategies and options.\nSchedule workshops and facilitate fulfillment of enrollment materials.\nProvide reporting on the success of strategies and programs.\nConsult with clients on plan termination issues; submit plan termination requests for processing.\nStay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.\nEnsure a balance is kept between competing interests of clients and providers.\nManage special projects as assigned.\n Qualifications\nBachelor’s degree in a business related field or equivalent education/experience.\nTen years of retirement industry or similar experience.\nFINRA Series 6 and 63, or obtain within 6 months of job entry date\nLife and Health insurance license(s), as required by state(s), or obtain within 12 months of job entry date\nThorough understanding of ERISA and retirement industry trends.\nAdvanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.\nExcellent communication, presentation and relationship-building skills.\nDecision-making and problem-solving skills.\nResearch skills and attention to detail.\nProficiency using MS Office tools.\nPreferred Qualifications\nAdvanced skills in MS Word, Excel and PowerPoint.\n Working Conditions\nRemote (Field/Travel) Environment\nFrequent Travel 25 to 50%\nCompensation\n**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**\nThe salary for this position generally ranges between $110,000 - $150,000 annually. This range is an estimate, based on potential qualifications and operational needs, and salary may vary above or below these amounts as permitted by applicable law.\nIn addition to the base salary, this position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.\nAdditionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.\nWhat We Offer\nFor eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.\nCompensation Benefits\nCompetitive Pay\n\nBonus for Eligible Employees\n\nBenefits Package\nPension Plan\n\n401k Match\n\nEmployee Stock Purchase Plan\n\nTuition Reimbursement\n\nDisability Insurance\n\nMedical Insurance\n\nDental Insurance\n\nVision Insurance\n\nEmployee Discounts\n\nCareer Training & Development Opportunities\n\nHealth and Work/Life Balance Benefits\nPaid Time Off starting at 160 hours annually for employees in their first year of service.\n\nTen (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).\n\nBe Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars\n\nParental 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.\n\nAdoption Assistance\n\nEmployee Assistance Program\n\nBack-Up Care Program\n\nPTO for Volunteer Hours\n\nEmployee Matching Gifts Program\n\nEmployee Resource Groups\n\nInclusion and Diversity Programs\n\nEmployee Recognition Program\n\nReferral Bonus Programs\n\nInclusion & Diversity\nWe believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.\nTo foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.\nGiving Back\nWe believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.\nTransamerica’s Parent Company\nAegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.\n* As of December 31, 2023","description_format":"text","description_chars":9266,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance","Health insurance","Life insurance","Parental leave","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-11-11T02:47:51Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":37,"reasons":["conf:1","win:early","comp:junior,brand"],"computed_at":"2026-11-11T04:44:02Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":true},"html_url":"https://alion.io/job/transamerica-client-executive-manager","json_url":"https://alion.io/job/transamerica-client-executive-manager.json","meta":{"generated_at":"2026-11-11T04:44:02Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5535,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5865},"rest":"https://alion.io/mcp/rest/get_company?id=5865"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftransamerica-client-executive-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftransamerica-client-executive-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftransamerica-client-executive-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/transamerica-client-executive-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftransamerica-client-executive-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4052831}},{"tool":"search_jobs","arguments":{"company":"transamerica.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4052831},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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