Business Development Manager, Nonprofit and Donor Development
LexisNexis
Director, Stable Value Sales Support and Business Development
Transamerica
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $130,000 - $160,000 per year
Job Level
Lead
About the role
- Assist in development and retention of stable value strategic accounts by working with Senior sales leaders
- Partner with senior sales and relationship managers to support acquisition, servicing, and retention of stable value clients
- Initiate phone calls and client visits to service existing accounts, resolve critical issues, and identify opportunities for additional business
- Develop and execute strategic account plans to grow assets under management and deepen client engagement
- Coordinate and prepare materials for client meetings, RFPs, finals presentations, and due diligence sessions
- Stay informed on industry trends, regulatory changes, and competitor offerings to support strategic positioning and client advisory
- Collaborate with internal teams (investment, operations, legal, compliance) to deliver tailored solutions and ensure client satisfaction
- Track and report on client activity, pipeline development, and relationship health metrics
- Develop presentations and lead participation in industry conferences, webinars, and client events to enhance brand visibility and thought leadership
- Assist in the development and retention of stable value strategic accounts by working with Senior sales leaders for assigned Stable Value clients
Requirements
- Bachelor’s degree in math, finance, business or a related field
- 10+ years of experience in the financial services industry
- 8+ years of experience in relationship/customer management
- Life License
- In-depth understanding of financial concepts such as yield, internal rate of return and duration, pricing models, risk/return, return on equity
- Quantitative aptitude and analytical skills
- Proven communication, interpersonal and relationship building skills
- Moderate travel availability for monthly client meetings and conferences
- Preferred Qualifications:
- Master’s degree
- FINRA Series 6 & 63
- CFA or CPA
- Ten years of experience in fixed income or stable value management
Benefits
- Competitive Pay
- Annual Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually
- Ten (10) paid holidays per year
- Be Well holistic wellness program (Wellness Coaching and Reward Dollars)
- Parental Leave – fifteen (15) days paid parental leave for eligible employees
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial conceptsyieldinternal rate of returndurationpricing modelsrisk/returnreturn on equityquantitative aptitudeanalytical skillsrelationship management
Soft skills
communication skillsinterpersonal skillsrelationship buildingclient engagementstrategic thinkingproblem solvingcollaborationpresentation skillsclient servicethought leadership
Certifications
Bachelor's degreeLife LicenseMaster's degreeFINRA Series 6FINRA Series 63CFACPA
