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Senior Retirement Plans Client Partner

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 - 120000 USD Yearly USD 85000.00 120000.00 YEAR
Job Description & How to Apply Below

Transamerica is seeking an experienced Retirement Plan Associate to deliver outstanding client service, manage daily plan administration, and partner with clients to shape plan vision.

This role requires a bachelor’s degree, five years in client relationship roles including retirement industry, and strong communication; proficiency with MS Office and internal systems; ASPPA certifications preferred.

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Position Requirements
10+ Years work experience
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