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Senior Retirement Plan Client Partner
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-13
Listing for:
Transamerica Corporation
Full Time
position Listed on 2026-07-13
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Transamerica Corporation is seeking a Senior Retirement Plan Consultant to retain assets and ensure client satisfaction for 401(k), DB or MEP plans. You will lead annual plan reviews, provide consultative guidance, and present to brokers to maintain and grow retirement program assets.
The role requires extensive travel (>50%), remote field work, and collaboration with clients, advisors and TPAs to optimize plan design and participant solutions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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