Senior Retirement Advisor Relations Consultant - Business Development

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
Serve as a senior market expert responsible for developing and managing strategic relationships with institutional consultants, retirement plan advisors, and intermediary research teams to increase awareness, advocacy, and adoption of retirement and Stable Value investment solutions. Support distribution success by influencing research outcomes, delivering market insights, and partnering across internal teams.Job Description

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…