Remote Senior Retirement Plan Relationship Leader
Remote / Online - Candidates ideally in
Owensboro, Daviess County, Kentucky, 42301, USA
Listed on 2026-06-23
Owensboro, Daviess County, Kentucky, 42301, USA
Listing for:
Transamerica Corporation
Remote/Work from Home
position Listed on 2026-06-23
Job specializations:
-
Business
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Transamerica Corporation is seeking a professional responsible for retirement plan asset retention and client satisfaction for clients with 401(k) and other retirement plans. The role requires client relationship management, proactive communication, and in-depth knowledge of compliance and retirement trends.
This position involves conducting annual plan reviews, training clients on company processes, and collaborating with sales teams to enhance service delivery. Candidates should have a Bachelor’s degree, five years of relevant experience, and necessary licensing within six months.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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