Consultant Relations Director – Retirement

Job Family Asset Management Sales & Account Management About Us At 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. Ultimately, we appreciate 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 providing tools and solutions that make it easier to get there. Who We Are We 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. Today, we’re part 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’s important to them. We’re empowered 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. What We Do Transamerica is organized into three distinct businesses. These include: 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long-term care, 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, covering Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com. Job Description Summary The role develops and expands relationships with institutional investment consultants, retirement plan advisors, and intermediary research teams to enhance visibility and advocacy for Transamerica’s retirement and Stable Value solutions. It also supports Stable Value Investment Only (SVIO) distribution by strengthening product positioning, managing consultant engagement activity, and guiding strategic interactions across the retirement ecosystem. Job Description Responsibilities - 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. Qualifications - 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 Preferred Qualifications - Experience with Stable Value products, collective investment trusts (CITs), and institutional investment vehicles - Familiarity with consultant databases such as eVestment, Morningstar, and Mercer GIMD - MBA or CFA progression Working Conditions - Office Environment - Extensive Travel >50% - Extensive travel to support consultant meetings, conferences, and national industry events Compensation The salary for this position is generally $212,000. This range is an estimate, based on potential employee qualifications, operational needs, and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility This position is also typically eligible for an Annual Bonus of 20% based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Commissions This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation 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