transamerica

Sr Sales Supervision Principal

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At a Glance

Location
Cedar Rapids, Iowa, United States
Employment
Full time
Compensation
tion generally ranges between $65,000 - $75,000 annually/per hour. Please not
Posted
2026-03-09

Key Requirements

Required Skills

ExcelMicrosoft Office

Domain Knowledge

  • Finance

Benefits & Perks

Health Insurance

isability Insurance Medical Insurance Dental Insurance Vision Insurance Emplo

Requirements

FINRA Series 6 or 7.

FINRA Series 63, 26, 65, or 66, 24.

Thorough knowledge of securities products, FINRA, SEC and DOL regulations.

Compensation & Benefits

The salary for this position generally ranges between $65,000 - $75,000 annually/per hour.

Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including

qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Responsibilities

Conduct suitability review of new business and provide compliance oversight of registered representatives.

Conduct and oversee account reviews for client’s best interest.

Preapprove complex products prior to distribution to clients.

Ensure adherence to business line processes and controls.

Track and assist with investment issues and complaints.

Track quality reports and identifying potential issues.