Responsibilities
- 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 a 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 requests for proposal 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, Stable Value Investment Only (SVIO) teams, Investments, Product, Legal and Compliance, and Marketing to coordinate outreach and ensure consistent market messaging.
- Support sales efforts by strengthening advisor and consultant advocacy, access, and credibility across targeted firms.
- Maintain accurate advisor and consultant data within intermediary and industry platforms such as eVestment, Morningstar, and Hueler.
- Track engagement activity, advisor sentiment, and market trends to identify opportunities for growth.
Qualifications
- 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, and Defined Contribution Investment Only (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
Working Conditions
- Remote office environment
- Moderate Travel 10 to 25% for advisor and consultant meetings, conferences, and industry events.
Compensation:
- The Salary for this position generally ranges between $91,000-$105,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
- Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
- This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.
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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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
Disclaimer:
Beware of fake job offers!
We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email.