Transamerica

Sales

• Manage a team of Retirement Plan Specialists and Financial Advisors, including recruitment, performance management, and coaching.
• Establish and drive individual and team goals based on department objectives based on company objectives and goals.
• Exhibit a high degree of energy and influence to ensure individual and team goal achievement through motivation, coaching, demonstrate-observe-confirm, teaching, etc.
• Provide professional, comprehensive financial and retirement planning advice and guidance to clients.
• Recommend and sell distributed products and services to clients.
• Use consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management.
• Engage clients through inbound calls and follow-up outbound calls, e-mail and other approved media.
• Meet all documentation, disclosure and regulatory requirements.
• Participate and support development of training and professional development workshops to increase product and industry expertise.
• Ensure high client service and satisfaction standards are met.
• Maintain required licenses and securities registrations via timely renewals and completion of required Continuing Education credits.
• Effectively handle multiple projects while meeting related deadlines.
• P & L responsibility for team.
• Setting sales goals, capacity planning and achieving budget

Manager, Advice Center Sales

Financial Planning and Analysis

• Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
• Explain and ensure customers understand product options for routine inquiries; make product recommendations.
• Identify if there are multi-product needs and connect customers to other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Retirement Plan Specialist I – Financial Advisor/401k Participants

Customer Support

• Provide quality results through quality assurance reviews of all service transactions.
• Reviews accuracy of timeliness and efficiency of service transactions with recommendations for quality standards as appropriate to management.
• Utilizes working knowledge of processing and quality functions, compliance with state and federal regulations, SOX, SEC, IMSA and quality functions in the Customer Contact Center.
• Monitor accuracy, timeliness and efficiency of service transitions.
• Report and document deficiencies and/or inconsistencies in procedures, which affect quality or create potential problem situations.
• Work with management staff on resolutions.
• Regularly audit the work within the teams for accuracy and adherence to procedures, provide one on one coaching or training recommendations to management on areas requiring improvement.
• Provide support to other teams as needed with resolving customer problems, processes, procedures, and customer satisfaction and resolution as primary objective.
• Attend and participate in various departmental meetings with feedback and reports on quality assurance service levels, results, and recommendations for process improvements.
• Remain abreast of current procedures and changes.

Customer Service Quality Specialist

Paralegal

• Responsible for assisting with research activities, the execution of legal transactions, and preparation and processing of legal documents
• Carries out legal assignments of routine nature
• Investigates facts and routine matters in the law
• Makes recommendations to supervisor after researching fairly standard legal issues
• Creates and implements paper and electronic document collection, review and production systems and tracking documents with minimal supervision
• Understands e-discovery and computer forensics concepts such as litigation holds, preservation of data and chain of custody
• Creates and implements case file and organizational systems for electronic case files
• Compiles, reviews, and analyzes documents as required by attorneys specific to case issues and determines necessary information
• Communicates, corresponds, and interacts with clients and outside entities, such as, government entities, expert witnesses, vendors, corporations, and other law firms to gather information or data
• Serves as factual resource on cases and demonstrates knowledge of case documents
• Assists with department projects as needed and performs other work-related duties as assigned by the Lead Manager
• Able to maintain strict confidentiality
• Understands ethics of position including ethical rules in regard to confidentiality, and client representation and advocacy
• Collaborates effectively and professionally with clients and all levels of personnel, including attorneys, colleagues, and administrators
• Willingness to support matters at any level required as a supporting member of the paralegal team
• Must be an initiative-taking, self-starter who understands the details within a much larger context
• Must be flexible in order to respond quickly and positively to shifting demands and opportunities
• Must be able to work independently with minimal supervision, as well as a being a team player, in a fast-paced environment
• Able to work effectively in a multi-office environment and with a virtual team
• Must take ownership of deliverables and be accountable

• Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products
• Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed
• Locate/research information using multiple systems/technologies
• Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues
• Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner
• Learn and maintain a basic understanding of products, procedures, and systems
• Achieve department metrics and expectations
• Participate in a team based environment to achieve department goals

Customer Care Representative – Annuities

Product Manager

• Drive collaboration across all functional areas as needed.
• Conduct feasibility studies, research and development (R&D), and participate in labs to evaluate ideas.
• Partner with distributors, Marketing, Finance, IT and other key stakeholders to recommend product features, competitiveness, profitability, sales goals and launch dates.
• Negotiate needs and bring consensus/closure to issues, and facilitate decisions on new business portfolio issues.
• Ensure customer centric product ideas are efficiently sourced and prioritized.
• Work with margin analytics, marketing, sales and operations teams to build a strong pipeline for future product enhancements.
• Develop and deliver presentations to communicate research outcomes; provide R&D results to senior management and peers to highlight strategic recommendations for new products and enhancements.
• Provide mentorship to peers regarding the product process, product development and product ideation.

Lead Product Manager, Retirement

Actuary

• Lead implementation of GAAP valuation reporting for the Trad blocks of business
• Prepare reports and tools used to analyze quarterly GAAP financial results
• Perform technical reviews of model changes, validating assumptions, methodologies, and coding for accuracy and compliance.
• Exercise significant judgment in setting priorities and determining necessary tasks.
• Document and communicate testing results, technical findings, and recommendations to stakeholders.

Associate Actuary – Traditional Valuation

• Lead implementation of GAAP valuation reporting for the IUL blocks of business
• Prepare reports and tools used to analyze quarterly GAAP financial results
• Perform technical reviews of model changes, validating assumptions, methodologies, and coding for accuracy and compliance.
• Exercise significant judgment in setting priorities and determining necessary tasks.
• Document and communicate testing results, technical findings, and recommendations to stakeholders.

Associate Actuary – Equity Valuation

Analyst

• Lead the development, execution, and continuous improvement of our enterprise technology resiliency strategy and roadmap.
• Drive cross-functional alignment to ensure business-critical systems and services can withstand and recover from disruptions—including operational failures, cyber incidents, and large-scale disasters.
• Provide strategic direction, governance, and thought leadership to embed resiliency into technology architecture, operations, engineering practices, and investment planning.
• Partner with senior leaders to create and deliver a technology resiliency roadmap aligned to business strategy.
• Define long-term resiliency goals and investment priorities with IT and business partners; establish governance, accountability, and alignment for resiliency initiatives.
• Champion resiliency-by-design practices across engineering, architecture, and product teams so resilience is built into solutions from the start.
• Implement strategies, policies, standards, and procedures that ensure continuity of critical systems and operations; review and update them regularly.
• Lead large-scale resiliency testing (e.g., failover, disaster recovery exercises, and cyberattack simulations) and drive continuous improvement based on outcomes.
• Define test methodologies, success criteria, and post-exercise reviews; partner with security, network, and application teams to embed resiliency across the technology environment.
• Conduct risk assessments and business impact analyses to identify, prioritize, and address potential disruptions and their business impact.
• Build and maintain a technology resilience scorecard (KPIs, maturity, architectural risk, recovery performance); communicate readiness and improvement plans to executive leadership and governance forums.
• Partner with engineering and architecture teams to validate designs meet business Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO).
• Stay current on emerging resiliency trends and best practices (e.g., Zero Trust, cloud-native resiliency, cyber resiliency, ransomware mitigation) and provide thought leadership on new approaches.
• Provide technical guidance and standards for resilient architectures for both on-prem and cloud-based applications.

Lead Technology Resiliency Analyst

• Support the design, evaluation, and launch of new retirement investment products in partnership with internal teams and external subadvisors.
• Assist with investment due diligence and ongoing monitoring for retirement products, including CITs, income solutions, and core and non-core menu investment options.
• Evaluate investment universes and menus to identify strategies aligned with product and client needs.
• Manage onboarding, rationalization, and lifecycle oversight of investments on the retirement menu to ensure offerings remain competitive.
• Prepare investment analysis, recommendations, and materials for internal committees and governance forums.
• Assist in the development, documentation, and ongoing maintenance of investment processes, including due diligence frameworks, quarterly and annual subadvisor oversight, and investment menu review practices.
• Act as an investment resource and subject‑matter expert for cross‑functional partners including sales, product, legal, compliance, and operations.
• Develop monthly and quarterly investment‑related marketing, performance, and commentary collateral for internal and external use.
• Support sales teams by answering investment inquiries, contributing to product positioning, and assisting with RFPs and client due diligence.
• Monitor market trends, competitive offerings, and regulatory developments impacting the retirement investment platform.

Lead Investment 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.
• Forward requests for plan amendments through appropriate channels for processing.
• Adhere to process and documentation standards to minimize operational risk and loss.
• Interpret discrimination testing rules and results.
• Consult on solutions to failed testing.
• Drive cross sell opportunities to enhance individual client and enterprise profitability.
• Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products.
• Submit conversion approval requests.
• Analyze client's current service agreement and investment contract to the provisions under the proposed conversion.
• Submit a client conversion application for processing.
• Keep clients and advisors apprised of product and service enhancements, including changes in investment options.
• Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.
• Consult with clients on plan termination issues.
• Submit plan termination requests for processing.
• Consult on participant communications strategy and options with clients and advisors.
• Schedule workshops and facilitate fulfillment of enrollment materials.
• Report back to clients and advisors on success of strategies and programs.
• Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition.
• Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures
• Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.

Lead Client Executive

Engineer

• Direct responsibilities on the operational team for developing and maintaining integrated strategies and solutions, with a focus on Web Access Management services for the Global Aegon environment.
• Web Access Management services include the following core technologies: Okta Auth0, Ping, IBM ISAM, and Federation Services.
• Identify opportunities for using Web Access Management to leverage single sign on security with an emphasis on cost containment/reduction strategies.
• Provide assistance in project management and feasibility analysis on potential future projects.
• Support Web Access Management Systems applications and Integrations.
• Assist in documentation highlighting integration, design and SSO features of solutions.
• Provide technical assistance for internal/external customer engagements.
• Assist in automation and building repeatable patterns for consumption.
• Perform day to day operations to maintain SLAs and business functions
• Runs small to medium enterprise infrastructure projects from requirements gathering to post-implementation.
• Helps in the performance and availability of the Web Services environment through monitoring, patching, software tools, and process improvements
• Complies with information security policies
• Solid knowledge of project management methodologies; able to manage project phases or less complex projects
• Provide documentation highlighting integration, design, and features of solutions.

Senior CIAM Engineer

Full-stack Engineer

• Build rich, responsive user interfaces with modern Angular versions (standalone components, signals, RxJS, modern architecture)
• Develop and maintain RESTful APIs using Spring Boot
• Implement simple persistence layers with Spring Data JPA (basic entity mapping, relationships, and repositories)
• Handle state management, Reactive Forms, routing, and smooth API integration on the frontend
• Write clean unit and integration tests (JUnit 5 + Testcontainers for backend, Jasmine/Jest for Angular)
• Collaborate closely with the team to ship complete features quickly and reliably

Software Engineer, Intermediate

• The Lead CIAM Engineer will be responsible for consulting with various groups to plan, architect and implement standards-based solutions in the areas of general identity management, directory, and security.
• Provides administrative support for several infrastructures related to web applications, identity management and the components surrounding these technologies Specifically IBM Security Access Manager and Okta.
• Direct responsibilities on the operational team for developing and maintaining integrated strategies and solutions, with a focus on Web Access Management services for the Global Aegon environment.
• Web Access Management services include the following core technologies: Okta, Ping, IBM ISAM, and Federation Services.
• Identify opportunities for using Web Access Management to leverage single sign on security with an emphasis on cost containment/reduction strategies.
• Provide effective project management and feasibility analysis on potential future projects.
• Support and provide guidance on Web Access Management Systems applications and Integrations.
• Provide documentation highlighting integration, design and SSO features of solutions.
• Provide technical leadership, guidance, and architectural planning for internal/external customer engagements.
• Assist in automation and building repeatable patterns for consumption.
• Perform day to day operations to maintain SLAs and business functions
• Runs small to large enterprise infrastructure projects from requirements gathering to post-implementation.
• Optimizes the performance and availability of the Web Services environment through monitoring, patching, software tools, and process improvements
• Complies with information security policies
• Solid knowledge of project management methodologies; able to manage project phases or less complex projects
• Provide documentation highlighting integration, design, and features of solutions

Lead CIAM Engineer

Operations

• Provide leadership and direction to the Document Operations team, which includes the activities of managers and professional teams who consult with in-force clients regarding the compliance of their tax-exempt, governmental, 457, non-qualified, Taft-Hartley, MEP and qualified plans, as well as the successful system set-up of new and modified plan/contract provisions.
• Provide oversight of the content and maintenance of the documents utilized by Sales to onboard and contractually bind new clients.
• Ensure that corporate business applications, products and services are compliant with regulations.
• Ensure that processes and procedures are in place to provide clients for whom Company provides plan document services with relevant documents necessary to maintain a plan that is compliant with legislation.
• Provide guidance and direction to leaders within Document Operations to ensure teams provide timely, accurate service to clients through productivity management, employee development and implementation of quality controls.
• Provide input to senior leadership regarding the impact of plan document-related legislation/regulations on current programming and procedures.
• Conduct presentations to senior leadership, clients, and/or internal constituents.
• Ensure that Document Operations teams are periodically revising, updating, and/or creating procedures to that comply with new laws, regulations, and sub regulatory guidance.
• Direct teams that review and analyze plan mergers and corporate acquisitions with respect to plan documents requirements as they develop recommendations and consult with clients/staff on implications.
• Provide guidance to staff, colleague departments, sales staff, clients, advisors and Third Party Administrators in situations that require a high degree of expertise and diplomacy.
• Lead dialogue with legal department to review unusual situations as necessary.
• Serve as a senior resource when needed to negotiate agreements on specific issues with client’s legal counsel and for team members in their research of client and field inquiries, using all available technical resources.
• Provide technical leadership for new products and regulatory developments regarding plan document issues and ensure proper system modifications are made to accommodate new products/regulatory developments.
• Serve as project owner for key projects and participate on cross-departmental and leadership committees.
• Oversee the identification, planning, direction, and execution of both short and long term departmental goals for qualified plan document production and the successful completion of repetitive legislative required restatement and amendment projects.
• Ensure that Document Operations business processes are properly established, maintained, and updated so that contract obligations are met, and software delivery meets business requirements; negotiate issue/problem resolution.
• Represent Transamerica at industry meetings.