Transamerica

Support Engineer

• Lead day-to-day production support operations for Individual Solutions & WFG applications/services, ensuring high availability, performance, and stability.
• Act as the accountable owner for the production support operating model, including L1/L2/L3 routing, on-call rotations, escalation paths, and SLAs/SLOs.
• Oversee and coach a vendor/contractor support team, ensuring quality execution, clear accountability, and consistent outcomes across shifts/time zones.
• Own application onboarding into production support: ensure runbooks, SOPs, architecture diagrams, support metrics, monitoring/alerting, access, and DR/backup readiness are complete and current.
• Establish operational readiness standards across logging, monitoring, access controls, backup, disaster recovery, and maintenance windows.
• Manage vendor performance (tickets, SLAs, MTTR, quality of RCAs, repeat incidents, documentation hygiene) and drive continuous service improvement.
• Serve as the primary escalation point for high-severity incidents; lead war rooms/bridge calls and drive timely resolution with strong communication.
• Drive problem management: identify patterns and recurring issues using incident history, logs, and metrics; reduce repeat incidents through permanent fixes.
• Improve detection and response through dashboards, health checks, distributed tracing/APM, synthetic monitoring, and log correlation.
• Proactively identify opportunities for automation (self-healing, auto-remediation, runbook automation, standardized scripts) that reduce toil and improve MTTR.

Lead Production Support Analyst

Account Executive

• Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans
• Handles relationship management through required client visits and proactive phone contact
• Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness
• Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers
• Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty
• Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution
• Consult with clients and brokers on qualified plan design issues
• Interpret and explain plan provisions to accomplish client goals

Senior Client Executive – AZ/Southern CA

Recruitment

• Partner with hiring to build and execute effective sourcing, assessment, and closing approaches with an ability to manage customer/partner expectations through a deep understanding of return on investment.
• Partner effectively with recruiting team peers and cross-functional partners (Compensation, HR, Systems and Programs teams, etc.)
• Recommend ideas and strategies related to recruitment that will contribute to the long-range growth of the company.
• Recruit passive candidates at senior levels and develop sophisticated closing strategies that match fit and motivation rather than focusing on selling alone.
• Write recruitment strategy documents with deliverables, timelines and a formal tracking process.
• Interview candidates within the framework of the position specification.
• Possess strong ability to screen, interview and prepare a candidate slate within an appropriate and consistent timeline.
• Partner with the recruiting manager on fostering excellence in the team's culture and driving productivity.
• Self-sufficient and able to work with little direct supervision.
• Excellent communication, organizational and negotiation skills.
• Strong client focus and commitment to continuous improvement; ability to proactively network and establish effective working relationships, must pursue conscious cost-containment efforts in recruiting, continually seek new sourcing options, and develop creative approaches to delivering candidates to the customer.
• Ability to execute recruiting strategy, including employer promotion in the marketplace, candidate management, diversity sourcing, and interview process management.
• Strong consulting skills and demonstrated ability to work in a team environment, as a team leader and member.
• Possess strong analytic skills with ability to create, measure, and scale the right workflow between candidates, hiring managers, and the recruiting team.
• Ability to execute searches at all levels
• Identifies and utilizes innovative sourcing methods, posts positions, performs resume review, conducts candidate screens and participates in feedback towards making a hiring decision.
• Recruits, screens, and interviews internal and external applicants to fill current or expected job vacancies.
• Reviews and evaluates applicants work history, education, training, and other qualifications.
• Notifies applicants of consideration or rejection; interviews those selected that meet organizations qualifications.
• Informs candidates of jobs duties/responsibilities, compensation and benefits programs, work schedule/conditions, career advancement opportunities, etc.
• Conducts and scores, or arranges for, testing of applicants, records results and other relevant information.
• Prepares and extends job offers; /or authorizes appropriate paperwork.

Technical Sourcing Recruiter – Temporary Contract

Technical Recruiter

• Partner with hiring to build and execute effective sourcing, assessment, and closing approaches with an ability to manage customer/partner expectations through a deep understanding of return on investment.
• Partner effectively with recruiting team peers and cross-functional partners (Compensation, HR, Systems and Programs teams, etc.)
• Recommend ideas and strategies related to recruitment that will contribute to the long-range growth of the company.
• Recruit passive candidates at senior levels and develop sophisticated closing strategies that match fit and motivation rather than focusing on selling alone.
• Write recruitment strategy documents with deliverables, timelines and a formal tracking process.
• Interview candidates within the framework of the position specification.
• Possess strong ability to screen, interview and prepare a candidate slate within an appropriate and consistent timeline.
• Partner with the recruiting manager on fostering excellence in the team's culture and driving productivity.
• Excellent communication, organizational and negotiation skills.
• Strong client focus and commitment to continuous improvement; ability to proactively network and establish effective working relationships, must pursue conscious cost-containment efforts in recruiting, continually seek new sourcing options, and develop creative approaches to delivering candidates to the customer.
• Ability to execute recruiting strategy, including employer promotion in the marketplace, candidate management, diversity sourcing, and interview process management.
• Strong consulting skills and demonstrated ability to work in a team environment, as a team leader and member.
• Possess strong analytic skills with ability to create, measure, and scale the right workflow between candidates, hiring managers, and the recruiting team.
• Ability to execute searches at all levels Strong client focus and commitment to continuous improvement; ability to proactively network and establish effective working relationships, must pursue conscious cost-containment efforts in recruiting, continually seek new sourcing options, and develop creative approaches to delivering candidates to the customer.
• Identifies and utilizes innovative sourcing methods, posts positions, performs resume review, conducts candidate screens and participates in feedback towards making a hiring decision.
• Recruits, screens, and interviews internal and external applicants to fill current or expected job vacancies.
• Reviews and evaluates applicants work history, education, training, and other qualifications.
• Notifies applicants of consideration or rejection; interviews those selected that meet organizations qualifications.
• Informs candidates of jobs duties/responsibilities, compensation and benefits programs, work schedule/conditions, career advancement opportunities, etc.
• Conducts and scores, or arranges for, testing of applicants, records results and other relevant information.
• Prepares and extends job offers; /or authorizes appropriate paperwork.

Technical Recruiter – Temporary Contract

Operations

• Enhance relationships with key service providers, vendors, customers, financial advisors, and wholesaling staff.
• Provide timely support for portfolio managers, including working with institutional trading partners, monitoring as-of trading activity as well as any resulting fund impact.
• Act as a resource to fully resolve escalated customer and financial advisor service issues; perform root cause analysis, communicating resolution and taking action toward service recovery.
• Perform oversight of service providers based on operational guidelines and procedures related to responsibilities such as the year-end shareholder tax reporting process, direct business trade functions, fund pricing and distributions, and cash control.
• Provide appropriate information to the Operations Management team regarding potential servicing issues.
• Support internal and external audits; complete research requests from Transamerica's Legal and Compliance teams with an increased attention to detail and strong degree of precision.

Operations Relationship Specialist

Manager

• Build and analyze sophisticated models for insurance products, investments and/or portfolios to increase company risk adjusted returns.
• Leverage advanced knowledge of actuarial, financial, statistical, data science and/or balance sheet modeling analytics to develop, test and validate models for various functions within the company.
• Lead modeling activities on various insurance liabilities, fixed-income assets and derivatives in actuarial systems, including AXIS/ALFA/MoSes.
• Model and quantify risks including equity and interest rate sensitivities, cash flow variability, credit, alternative investment, or liquidity risks.
• Collaborate with key stakeholders from business line valuation, ALM, risk management, financial/risk reporting, etc.
• Embrace new technologies to improve workflows.
• Design and build external or embedded controls to mitigate operating risks in workflows.
• Apply risk management techniques and procedures, including the company's mandated risk methodologies.
• Gather and analyze market data, calculate hedge program or portfolio statistics and develop/use models to simulate financial reporting processes.
• Serve as a company-wide expert in multiple specialties.
• Act as a subject matter expert for colleagues with less experience.
• Apply and integrate statistical, mathematical, predictive modeling and business analysis skills to manage and manipulate complex high volume data from a variety of sources.
• Design and lead multiple projects, with accountability for ongoing activities and objectives.
• Review the work of others, providing direction and insight on research solutions to problems presented.
• Develop staffing plans, recruit qualified candidates, and develop internal staff resources.
• Lead multiple advanced research projects.
• Interpret internal or external issues and recommend solutions/best practices.
• Solve complex problems; take a broad perspective to identify solutions.
• Build efficient models and processes
• Apply judgment to modeling choices in a defensible manner.
• Assess the materiality of various modeling and data choices.

Senior Manager, ALM Modeling

Actuary

• Manages staff and provides guidance on activities related to Company products and processes for one or more lines of business.
• Plays an active role in guiding the preparation and interpretation of actuarial and financial information.
• Exercises significant judgment in setting priorities and determining necessary tasks.
• Provides guidance and advice regarding technical actuarial issues such as pricing rates, modeling methodology, reserving principles and related matters.
• Leads the preparation and interpretation of actuarial information for presentation to Senior Management.
• Supports and assists Actuarial management to develop actuarial policies and procedures.
• Leads several key projects at various times during the year.
• Leads the development of actuarial talent within the organization.
• Represents the company on industry and professional committees and/or with regulators.
• Manages a team of employees.

Senior Actuary – ALM Modeling

Data Analyst

• Review and analyze current policies and procedures; identify, recommend and implement new and/or enhanced practices.
• Contribute to the development of new and/or enhanced compliance programs and enterprise-wide initiatives.
• Research, analyze and interpret current, new, and proposed regulatory requirements (e.g., statutes, regulations, bulletins) to determine impact to organization.
• Provide guidance and/or develop summaries related to regulatory requirements; identify possible courses of action for various departments.
• Analyze processes, services and products; provide ongoing guidance to ensure compliance with regulatory and statutory requirements.
• Compile information for completion of reporting, including reports for management and state/federal regulators.
• With minimal supervision perform analysis, identify trends and follow up on opportunities for enhancement.
• Manage, oversee and analyze reports from third-parties (e.g., sub advisors, audit firms).
• Provide guidance and support to business partners (e.g. Sales and Marketing) in creation of mandated product training.
• Update and maintaining complete and accurate policies, procedures, compliance logs or files.
• Assist team members with research and assigned tasks; provide training to supported teams.
• May assist management with highly complex projects and coaching/development of staff.
• Monitoring and oversight of compliance and regulatory needs specific to data.
• Close partnership with members of our Legal, Compliance, Privacy, and Risk teams, specific to elements of data.
• Management and ownership of compliance-based forums (I.e., external data and data model working group)
• Expertly guide D&A team members and/or coordinate w/appropriate legal partners in data solutions should questions or needs arise.
• Influence data standards and usage pursuant to current regulations

Lead Compliance Analyst – Data Analytics

Risk

• Plan and facilitate evidence-based risk assessments for processes, applications, technologies, and projects to assess controls and identify control gaps.
• Help develop and conduct the annual Risk and Control Self-Assessment plan.
• Identify, assess, and record risks along with mitigation or acceptance plans.
• Prepare Architecture Review Board (ARB) summaries, outlining risk assessment recommendations.
• Train stakeholders and promote awareness of risk management.
• Work with IT Risk (2nd Line), Information Security, Internal Controls, Internal Audit, and external consultants to mature Transamerica’s IT Risk Management Program.
• Ensure application compliance data accuracy in the Configuration Management Database (CMDB).
• Maintain assessment templates for alignment with relevant regulations (SOX, SOC1/2, NYDFS)

Intermediate First Line Risk & Control Analyst

QA Engineer

• Lead the development and execution of complex quality assurance programs that support operational performance and risk mitigation.
• Collaborate with business leaders to implement innovative solutions, monitor contractual agreements, and drive operational excellence through strategic initiatives and data-driven insights.
• Generate innovative solutions through focus groups, collaboration, and data analysis that positively impact business performance.
• Recommend strategic improvements by leveraging deep knowledge of quality assurance best practices, policies, and procedures to mitigate risk and enhance the customer experience.
• Independently lead or support large, long-term strategic projects across cross-functional teams, including compliance and audit initiatives.
• Perform quality assurance and quality-on-quality reviews for complex business processes to ensure compliance with state and federal regulations, Sarbanes-Oxley (SOX), System and Organization Controls 1 (SOC 1), and internal quality standards.
• Develop and present robust reporting to inform leadership of gaps and trends, driving measurable business outcomes.
• Establish, execute, and monitor corrective action plans to address service level agreement gaps and ensure compliance.
• Identify and implement new processes that challenge convention and improve customer and employee experiences.
• Support leadership in onboarding and mentoring newly hired quality assurance staff.
• May assist in refining reporting tools and adapting to evolving quality requirements.

Senior Quality Assurance Consultant

• Oversee and/or lead weekly dashboard analysis, monthly reporting, and quarter-end financial reporting for new business.
• Oversee weekly rate-setting analysis, assist in rate recommendations, and the implementation of rate changes.
• Maintain and manipulate pricing models for the analysis of new and existing products and product features.
• Monitor and analyze developments in actuarial techniques, laws, competitive landscape, and regulations applicable to annuity products and company operations.
• Assess the financial implications of reinsurance strategies and provide recommendations on potential reinsurance treaties.
• Assess profitability in varying economic environments on multiple bases, including IFRS, statutory, market consistent, and/or GAAP.
• Ensure compliance with corporate risk and return targets.
• Work closely with product development and competitive intelligence function.
• Support product development of indexed annuities, via pricing various preliminary ideas, sensitivity testing products before launch, and filing support.

Associate Actuary – Indexed Annuity Pricing

Director

• Analyze the competitive environment and peer company trends to provide insightful intelligence for use in decision-making at the industry, company strategy and product levels.
• Monitor retirement plan industry conditions (including 401(k),403(b), 457, defined benefit plans) and identify hot topics and emerging trends, among both traditional peer companies and potential disruptors
• Collect and maintain comprehensive industry and peer company data.
• Create and deliver analysis used by senior management and other stakeholders.
• Collaborate with Competitive Analysis team to share information about peer company products, and product and operational strategies.
• Lead or assist in the preparation of internal publications highlighting competitive data, and peer company and industry trends.
• Work with key stakeholders to develop and deliver new competitive research in a user-friendly manner.
• Provide research and analysis for special strategic projects.
• Build relationships across divisions and functional areas to gather and disseminate data and analysis in a timely manner.
• Share peer company and industry intelligence with Competitive Analysis team performing deeper product-level analysis.

Director, Competitive Analysis – Retirement

Vice President

• Responsible for the distribution of Transamerica products for a defined territory.
• Develop new business and maintain existing business relationships by conducting in-person sales meetings.
• Provide advisers with up-to-date information on Transamerica products and business building ideas.
• Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
• Manage business in partnership with Internal Wholesaler.
• Allocate resources provided by Transamerica Capital, Inc.
• Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
• Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
• Stay current on Transamerica products.

Regional Vice President

Business Intelligence Analyst

• Responsible for the development and support of the Business Intelligence Analytics products and platforms including but not limited to data warehouse, data visualizations and interactive reports.
• Responsible for applying Business Intelligence and Analytics subject matter expertise (data modeling, data discovery, BI product offering development and conceptual insurance acumen) to provide the business support departments with the tools and data representations which allow increasing organizational profit and meeting strategic goals.
• Continuously develops and maintains an understanding of Business Intelligence technology and architecture, including data warehousing, dimensional modeling, OLAP functionality, reporting tools, and other methods of information delivery.
• Develop & maintains expertise with MSBI tools including: Excel/PowerPivot, SSRS, PerformancePoint, SSIS, & SSAS/BISM.
• Develop database and/or data presentation solutions to deliver information to end-users accurately and efficiently
• Extracts, transforms, & loads data using data management tools and T-SQL.
• Analyze, understand, and document user needs to ensure accurate fulfillment of user story requests from internal business customers.
• Contribute to, and possibly lead, project teams that are developing or modifying highly complex information solutions.
• Administers & maintains the BI Portal, data warehouse, and existing BI solutions.
• Continuously develops expertise in the data and data models within the data warehouse, as well as an understanding of supported business domains.
• May construct data models, data dictionaries, and report glossaries.
• May conduct user interviews and training sessions
• May mentor teammates on BI tools and methods.
• Conducts and may facilitate internal testing and user acceptance testing.

Intermediate Business Intelligence Reporting Analyst

Product Manager

• Develop tools for measuring and monitoring internal operational performance and third-party vendor performance.
• Collaborate with data and analytics teams and implement programs to ensure data quality.
• Implement process improvements within current processes incorporating data and analytics to measure and sustain benefits.
• Administer low code platform configuration and implement AI tools and robotics processing automation.
• Source and facilitate service tooling and digital service delivery with best-of-class platform providers.
• Manage the tooling for multi-market, multi-product distribution across financial services industry verticals including insurance, annuities, wealth, group, banking, private market and liquidity.
• Develop and implement assurance programs for service quality, process efficiency, and work-force management.
• Collaborate with service and process leadership to support performance improvement.
• Collaborate with digital platform designers and executives responsible for agent/advisor experience. Engaging field leaders, platform users (VOC), product providers, and control functions (legal, finance, compliance) for overall service delivery governance.
• Accountable for continuous improvement in efficiency, productivity and overall satisfaction (NPS).
• Engage stakeholders to develop ambitious and clear strategic priorities; communicate “the strategic narrative” to employees.
• Serve as a subject matter expert for stakeholders across the organization. Includes knowledge of multiple products, features, benefits, pricing, etc. and their relative positioning in the marketplace.
• Represent current and emerging industry developments/trends in strategic discussions.
• Foster employee engagement by building a non-hierarchical culture of collaboration, transparency, and trust across the team.
• Recruit, develop, and lead high-performing teams with expertise in advanced process management, low-code platform administration, process automation, platform integration, artificial intelligence, and modern service technologies including RESTful APIs and streaming architectures.
• Lead the modeling and design of automated service solutions within a scalable service architecture framework to drive sustained improvements in operational efficiency, service quality, and user experience.
• Own the strategy and execution of service tooling across diverse financial services verticals—including insurance, annuities, wealth management, group benefits, banking, private markets, and liquidity—to support multi-market, multi-product distribution.