Full-Time

Head of Retirement

Metro DC

Posted on 10/2/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

Compensation Overview

$175k - $300k/yr

+ Bonus

Arlington, VA, USA

In Person

Category
Consulting (2)
,
Requirements
  • Proven success in the design/management of Retirement programs to Fortune 1,000 or organizations of similar size gained in a consulting environment
  • Growth mindset and track record of expanding relationships
  • An executive presence with polished and well developed written and oral communication skills
  • Superior ability to influence and collaborate with senior management and work across all levels of an organization
  • Interest and aptitude in keeping abreast of latest developments in Retirement approaches and contributing to the development of new tools and approaches
  • Flexibility regarding travel
  • An undergraduate degree is required
Responsibilities
  • Contribute to the development of plans and budgets. Deliver planned performance prioritizing Lead Consultant Revenue growth, client profitability, portfolio diversity and market share growth in accordance with the office/regional/national Business plans.
  • Manage, support and execute major Retirement projects and business development initiatives to retain current clients, expand existing relationships and increase market share. Act as a change agent. Participate on Retirement cross functional teams and promote collaboration and teamwork within the office team, market, region, as well as various retirement solutions expertise.
  • Work with the Market Leader and Region Retirement Leaders to ensure cross-Business collaboration and identify business development opportunities and develop strategic business plans that support the strategic direction of the business and the local market. Help initiate and drive new business development opportunities with clients and prospective organizations.
  • Actively integrate and build team resources into an effective client consulting team. Develop and execute on strategic staffing plans, including attracting and maintaining engagement and retention of key talent, providing career growth opportunities for colleagues, performance management and salary and bonus planning.
  • Client relationship management and delivery: Responsible for the effective distribution of WTW products and services for the Business. Collaborate with Retirement Client Experience, Acquisition/Retention, Solutions, and other Leaders to develop local market client strategies to deepen, broaden and build profitable relationships, including the management and deployment of Consulting colleagues to effectively service clients.
  • Client satisfaction: Monitor client satisfaction and drive remediation where needed to support thriving and expanding client relationships.
  • Subject matter expertise, thought leadership: Contribute to the development of priority services and consulting processes and demonstrate deep consulting capability in one or more competency areas.

Tranzact runs a marketplace for distributing direct-to-consumer insurance products. It connects customers with suitable policies through a large network of more than 900 sales agents, using advanced analytics and lead optimization to generate and route insurance leads across multiple marketing channels. Revenue comes from commissions and fees on policy sales facilitated by its platform. The company differentiates itself with a data-driven approach, a broad agent network, and a focus on brand visibility for its partners, aiming to deliver tailored insurance solutions to customers while driving policy sales for insurers.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

$632.4M

Headquarters

Fort Lee, New Jersey

Founded

1997

Simplify Jobs

Simplify's Take

What believers are saying

  • GTCR acquisition at $632.4 million enables tech scaling under existing management.
  • Recognize's digital investment boosts TRANZACT's marketing and analytics.
  • Data-driven personalization deepens reach in Medicare Advantage markets.

What critics are saying

  • GTCR's debt financing burdens TRANZACT with high interest payments now.
  • Recognize overhaul disrupts 900-agent network, dropping leads 20-30% soon.
  • NY DFS Regulation 205 halts 25% of TRANZACT campaigns in Q2 2026.

What makes Tranzact unique

  • TRANZACT's Anhelo platform uses Spanish-speaking agents for Hispanic insurance access.
  • Tandem by TRANZACT extends member engagement directly to carriers.
  • TRANZACT manages over one million active Medicare and life policies.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Hybrid Work Options

Flexible Work Hours

Company News

CSIMarket
Jan 2nd, 2025
WTW Sells TRANZACT to GTCR, Recognize

WTW has completed the sale of TRANZACT to GTCR and Recognize, marking a strategic shift to focus on core advisory and broking services. TRANZACT, known for its insurance technology solutions, will benefit from GTCR's expertise in scaling tech businesses and Recognize's digital services investment. This move aligns with WTW's strategy to adapt to market changes and enhance client service. The transaction is expected to streamline WTW's operations and support TRANZACT's growth under new ownership.

Recognize
Oct 1st, 2024
Recognize and GTCR to Acquire TRANZACT - Recognize

Innovative Leader in Insurance Distribution and Marketing Services to be Run by Existing Management Team,...

INACTIVE