The Senior Client Executive manages retirement plan asset retention and client satisfaction, conducting plan reviews, consultations, and supporting cross-selling opportunities while ensuring compliance and enhancing client relationships.

Leads compliance efforts in surveillance, analyzing risks, enhancing policies, and ensuring compliance with regulatory standards. Requires strong analytical and communication skills.

The Compliance Analyst will conduct testing, review policies, support compliance programs, analyze trends, and assist team members in compliance-related tasks.

Drive sales through proactive marketing of Transamerica's investment products, fostering relationships with Regional Vice Presidents and documenting interactions in the CRM system.

Drive sales by marketing Transamerica's mutual funds, annuities, and insurance products through relationship building and proactive outreach to Regional Vice Presidents.

The Director of Compliance manages the compliance program for Transamerica Financial Advisors, overseeing regulatory adherence and compliance operations while advising on potential risks and developing personnel.

The Lead IT Desktop Strategist will manage desktop technology strategy, improve service performance, provide consulting, and ensure alignment with strategic goals.

The Director of Advanced Markets promotes Transamerica products, supports sales through financial planning strategies, and trains staff. They communicate with agents and identify sales opportunities, overseeing projects and mentorship.

Support internal and external sales efforts by assisting wholesalers, managing sales supplies, and facilitating marketing materials and training.

Design and deploy marketing technology resources for automated campaigns, improve user experience, and provide analytics and reporting.