Job Description Summary
Director- RIA Asset Management- Midwest Territory:
The people of Transamerica bring expertise, creativity and heart to everything that we do - and to the communities where we live and work. We believe that achieving a secure future requires both smart financial planning and a healthy lifestyle. The solutions we offer help our customers throughout their lives, whether it is saving and investing, protecting themselves and their loved ones, or preparing for an active and meaningful retirement.
Are you a self-starter that wants to join a company with advancement opportunities within?
If your answer is yes, we are looking for you!
What You Will Do:
As the Director- RIA Asset Management over the Midwest Territory you will be responsible for prospecting, establishing, and developing profitable relationships with the Registered Investment Advisor (RIA) strictly associated with the investment Advisor Representative (IAR) and other types of institutional investment firms within a designated territory. You will partner internally with key centers of influence, and externally with sub advisors to support territory business development and deliver an exceptional client experience.
You will be supporting our Midwest Territory and it is preferred that you are based out of IL, MI, OH, or MN.
What Success Looks Like:
Introduce and expand Transamerica's mutual fund and ETF presence within a designated region. Primary clients are Registered Investment Advisors (RIA's), Investment Advisor Representatives (IAR's) and their supporting centers of influence including gatekeepers, analysts, Chief Investment Officers (CIO's), Owners, and members of the RIA's investment committee. Additional prospecting for business development could include Outsourced Chief Investment Officers (OCIO), Turnkey Asset Manager Programs (TAMP's), and Family Office.
Create an effective territory management plan that engages assigned internal distribution partners, encourages proactive industry networking and allows for effective support of the immediate team as well as the larger organization.
Leverage industry contacts for opportunities to cross-sell internal products and services.
Serve as a subject matter expert on mutual funds and ETFs to effectively engage audiences at the CIO level.
Execute on business plans and meet key activity and sales metrics as established by the organization.
What You Need:
Bachelor's degree in a business related field or equivalent work experience
Five years of financial services industry experience, including three years working directly with RIA's
FINRA Series 7 and 63
Excellent understanding of investing, asset allocation and capital markets
Outstanding communication, interpersonal, and relationship building skills
Excellent presentation, writing, and analytical skills to engage with clients, prospects, and sub advisors in the areas of financial analysis and planning, life events, and economic topics
Self-motivated and able to work as part of a team in a fast paced environment
Proficiency using MS Office tools
Five years of external sales experience
CFA, CIMA, CFP, CPA or other relevant designations
Knowledge of Transamerica mutual funds and ETF's
Office environment or work remote from home
Extensive travel in territory (75%)
What You Receive:
A Comprehensive Wealth + Health package: It's our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you'll come to discover, Wealth + Health is a central part of everything we do!
Wealth Benefits: Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
Health and Work/Life Balance Benefits: Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
Acting as One fosters an environment of positive collaboration
Accountability allows us to own the problem as well as the solution
Agility inspires new ideas, innovation and challenges the status quo
Customer Centricity encourages an above average and beyond approach to our customers
Why Work for Us
Total Rewards at Transamerica: It's more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: firstname.lastname@example.org if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
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Transamerica Life Insurance Company