Managing Director National Accounts--Asset Management

About this role

Job Family
Asset Management Sales & Account ManagementAbout 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, which covers 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 servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com.

Job Description Summary
Oversee investment product distribution strategy, investment product platform approvals, and relationship management. Develop and maintain partnerships across key asset management firms and investment managers that directly influence the sale of Transamerica Asset Management products. Provide leadership and coaching to direct reports. Develop and maintain relationships with key distribution partners.Job Description

Responsibilities

• Directly manage the largest firm relationships; act as a player-coach to create business plans, define goals, and provide solutions that meet and exceed client expectations.

• Develop and implement sales strategy, business plans at the business and client level, customized client solutions, and business development campaigns.

• Coach and develop staff members and provide support and resources through development exercises, joint client calls and meetings, activity reporting, etc.

• Oversee internal resources, marketing, field resources, events/conferences, and campaign execution.

• Proactively identify and act on opportunities to establish new firm partnerships, evaluate potential relationships, and ensure the profitability of new and existing relationships.

• Manage expenses to budget related to conferences and sponsored events.

• Serve as a thought leader at industry meetings/conferences and support internal business units on projects and initiatives.

• Lead the effort to grow Research and Advisory, Institutional, and large RIA channels.

• Manage the industry and regulatory strategy and oversee enterprise accountability for aligning business strategies with the changing regulatory environment.

• Liaise with Executive Management, Distribution, Product, and Investment Management

• Work externally with distribution partners to identify, evaluate and manage new business opportunities and marketing initiatives.

Qualifications

• Twelve years of financial services industry experience, including management roles

• FINRA Series 7

• FINRA Series 63

• FINRA Series 24 or obtain within 90 days of job entry date

• In-depth knowledge of investment products including Mutual Funds, ETF’s, SMA’s, and CIT’s.

• Relationship management experience with national accounts

• Knowledge of industry analytics and service providers

• Leadership skills to develop/execute business strategy and coach/develop staff

• Excellent written and oral communication, public speaking, and negotiation skills

• Ability to work in a fast paced, deadline driven environment

Preferred Qualifications

Working Conditions

• Remote (Field/Travel) Environment

• Frequent 25 to 50%

• Travel for client leadership meeting, sales training, and conferences

Compensation
The salary for this position is generally $225,000-275,000. 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 Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Commissions
This position may be eligible for sales incentive plan(s). All details pertaining to the calculation and payment of those 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…