Transamerica

Actuary

• Interpret, prepare, and present key actuarial and financial information to support informed leadership decision making.
• Provide guidance and advice regarding technical actuarial issues such as pricing rates, modeling methodology, reserving principles and related matters.
• Focus will be on forward-looking financial outcomes.
• Assess complex transactions, including mergers and acquisitions, reinsurance arrangements, and other strategic initiatives, offering guidance as needed.
• Collaborate with leaders from business units and other departments to provide meaningful management reports, support capital planning, and perform performance analysis.
• This involves linking product-level actuarial results to broader FP&A narratives at the enterprise level.
• Act as a trusted partner to Actuarial, Risk, ALM, Investments, Tax, and Finance Transformation teams to deliver integrated financial view.
• Drive key projects to completion by providing leadership and direction to individuals both inside and outside the organization.

Director, Actuarial FP&A

Marketing

• Manage digital and promotional activities related to strategy, execution and reporting.
• Execute campaigns to drive growth strategies for assigned products and channels.
• Partner with Sales, Marketing, and Product to define goals, develop strategies, review assets and ensure final deliverables meet objectives.
• Perform campaign analytics reporting and review; help create plans based on learnings, and translate into actionable plans; evaluate program effectiveness using qualitative and quantitative methods.
• Report on productivity, priorities, issues, and opportunities for improvement.
• Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; identify and recommend new processes and workflows as needed.
• Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence.
• Serve as an internal escalation point for campaign related issues.

Senior Channel Marketing Specialist – Retirement

Business Analyst

• Build and maintain analytical models for asset selection, relative value assessment, spread analysis, cash flow projections, deployment planning, and scenario analysis
• Conduct sector, issuer, and market research to support portfolio construction, rebalancing, and capital allocation decisions across liability-backed portfolios
• Support medium-term plan development, strategic asset allocation execution, and deployment projections through data preparation, quantitative analysis, and presentation materials for senior leadership and board audiences
• Monitor portfolio positioning against investment mandates and approved guidelines, track risk limit utilization and flag deviations from the strategic asset allocation framework
• Assist in the preparation of investment memos, due diligence materials, and governance documentation for new and existing fixed income investments
• Support identification, evaluation, and selection of external investment managers, including investment and operational due diligence, documentation review, track record analysis, and reference calls
• Monitor external manager performance, attribution, and compliance with fund terms; maintain manager tracking tools and reporting dashboards
• Develop working knowledge of insurance regulatory capital frameworks, including National Association of Insurance Commissioners (NAIC), risk-based capital, statutory accounting, International Financial Reporting Standards (IFRS) and General Accepted Accounting Principles (GAAP)
• Coordinate with actuarial, risk, accounting policy, and derivatives teams on investment approvals, pricing strategy inputs, cash flow testing, and governance requirements
• Build and maintain portfolio analytics, dashboards, and tracking tools using Excel, Bloomberg (including BQL), Aladdin, Clearwater, and available data platforms
• Contribute to process improvement and documentation initiatives

Portfolio Management Analyst

Security Engineer

• Find new and creative ways to break technology through either Red Team or Purple Team operations
• Plan, scope, and implement large scale covert operations that have sophisticated goals and significant impact
• Develop new adversary tools, techniques, or methodologies
• Threat Hunting opportunities to partner with the teams Threat Hunters, using our special adversarial talents to discover and eradicate threats
• Engagement in all phases of Red Team security operations
• Work within the Red Team to perform physical exploitation, network exploitation and social engineering assessments against authorized targets
• Perform network reconnaissance and open-source intelligence gathering
• Configure and safely utilize attack tools, tactics, and procedures against authorized targets
• Develop scripts, tools, or methodologies to enhance red teaming capabilities
• Effectively communicate findings and strategy to client stakeholders including technical staff, executive leadership, and legal counsel
• Provide risk-appropriate and pragmatic recommendations to correct identified flaws, vulnerabilities and misconfigurations

Senior Red Operation, Team Penetration Testing Analyst

Sales

• Manage a team of external sales professionals in a defined geographic region.
• Ensure productivity and sales goals are met.
• Manage budget.
• Recruit, hire and develop sales professionals for region.
• Maintain insight into competition and industry at large; provide expert opinion to other areas within the organization.
• Provide sales assistance to team members as needed.
• Market and promote Transamerica Retirement Services.
• Adhere, and ensure adherence, to industry, regulatory authority and other codes of conduct.

National Sales Manager – Retirement, Large Markets

Learning and Development

• Partner with leaders and Human Resources Business Partners to conduct intake, clarify desired outcomes, define success measures, and establish scope, roles, and decision points.
• Conduct stakeholder interviews and listening sessions to diagnose root causes and synthesize insights into clear problem statements.
• Design and facilitate high-impact leader and team effectiveness sessions that surface issues, drive commitments, and establish durable working agreements.
• Assess change environments to identify impacts, risks, stakeholder needs, and readiness.
• Recommend and design interventions beyond training when appropriate to support adoption, reinforce leader effectiveness, and sustain change.
• Coach and equip leaders and managers to strengthen leadership capabilities through practical tools and performance support used in the flow of work.
• Create leader-ready recommendations grounded in data, including tradeoffs, risks, target audiences, success measures, and implementation approaches.
• Define outcome measures and checkpoints; track adoption and impact using qualitative and quantitative data.
• Adjust interventions based on feedback and results to sustain behavior change and performance improvement.
• Embed approved artificial intelligence tools, such as Microsoft Copilot, responsibly within learning and development delivery to accelerate research, synthesis, and scalable performance support.

Senior Talent Development Consultant

Account Executive

• Manage an assigned book of business through proactive meetings and touch points with advisors and clients, including annual plan reviews.
• Provide strategic and tactical consulting to support client goals for qualified retirement plans.
• Cross-sell additional products and services using a consultative approach to deepen relationships and improve profitability.
• Serve as the primary escalation point for service-related issues by identifying root causes and coordinating resolution through appropriate resources.
• Consult with clients and advisors on qualified plan design and interpret plan provisions to support desired outcomes.
• Consult on plan enhancements and upgrades, including conversion of legacy investment contracts to newer products.
• Communicate product, service, and investment enhancements, including new offerings and changes to existing solutions.
• Educate clients on company processes, procedures, systems, and technology used by participants and plan sponsors.
• Manage special projects as assigned.

Senior Manager, Client Executive

Procurement

• Serve as a main contact for SAP Ariba and CLM inquiries from procurement leads, suppliers, and US based & global business groups.
• Ensure creation of contract workspaces are properly integrated from CLM into SAP Ariba for accurate loading and maintenance of contracts in accordance with governance framework.
• Manage audit requests, policy attestation, and internal procurement policy and process documentation.
• Provide SAP Ariba and CLM training sessions to new users.
• Update and maintain Procurement SharePoint and related systems with document revisions and procedural changes as needed.
• Research and resolve invoicing questions/issues and partner with Accounts Payable to remediate unpaid invoices, contract variances, accounting errors, etc.
• Provide guidance on pricing terms, budget, expirations, and generate reports using SAP Ariba, CLM and Omniflow as needed.
• Research and resolve supplier issues and answer questions regarding SAP Ariba life cycle/CLM and performance (SLP), Accounts Payable, registrations, and invoicing mismatches.
• Provide transition support for exiting supplier relationships.
• Analyze procurement spend trends using data derived from various systems.
• Identify and implement process and workflow improvements to increase efficiency, compliance, and data accuracy
• Serve as a flexible, cross-functional partner, supporting procurement operations and systems needs as priorities evolve.

Senior Procurement Operations Analyst

Events

• Build and maintain an annual event calendar aligned to business goals, sales cycles and key market moments – including industry conferences, advisor forums, consultant roundtables and internal sales enablement gatherings.
• Lead the prioritization process across competing event opportunities, applying a clear framework for evaluating ROI, audience quality competitive presence and strategic fit.
• Serve as the primary liaison between sales and marketing partners to ensure the event strategy reflects business priorities.
• Facilitate planning conversations with senior stakeholders to align on event objectives, target audiences, messaging themes, and success metrics before any activation begins.
• Partner with brand and creative teams to ensure Transamerica’s presence and narrative at events is consistent, differentiated and market relevant.
• Define activation strategies for each event, including pre-event engagement plans, at-event experiences and post-event follow-ups.
• Define KPIs for event investments and establish consistent measurement practices across events.
• Analyze and present performance to senior leadership on a regular cadence, with clear recommendations for reallocation or investment.
• Maintain a strong understanding of the Retirement and Financial industry landscape – including key trade associations and advisor networks.

Event Strategy Manager

Product Manager

• Lead large product initiatives or enhancements.
• Collaborate with Competitive Intelligence, Pricing, and other internal stakeholders to review industry trends, data.
• Partner with functional areas to negotiate needs and facilitate product decisions.
• Manage the development of product specs, guides, issue logs etc., and/or assist with gathering and documenting business requirements.
• Drive strategic process improvements and automation efforts.
• Lead and/or oversee discussions to define product features, competitiveness, milestone dates, etc. act as Product SME as needed.
• Responsible for ongoing Product adherence to Regulatory and Compliance updates.
• Mentor Junior team members.
• Act as a liaison between business and technical teams.

Senior Product Manager – Life

Consultant

• Provides dedicated on-site support, educational and advisory services for a major client at one or more locations.
• Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings.
• Serves as a trusted connector to Transamerica products and services for retirement advice.
• Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.).
• Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants.
• Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals.
• Conduct one-on-one retirement planning meetings with client employees.
• Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives.
• Provide participants with insight into the funds offered under each client plan, including fund objectives and performance.
• Identify asset retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities to the Transamerica Advice Center.
• Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules.
• Explain and ensure participants understand product options; make appropriate recommendations.
• Work with participants with multi-product needs and connect with other product specialists as needed.
• Maintain current and accurate records to document progress towards goals.
• Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program.
• Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan.
• Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders.
• Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization.

Retirement Planning Consultant I

• Execute cross-functional marketing campaigns to support the sale of company products and services in annuities, life insurance, mutual funds, employee benefits, retirement.
• Manage digital and promotional activities related to strategy, execution and reporting.
• Handle multiple components of marketing campaigns for all mediums, including websites, social media, blogs, email and collateral.
• Participate in discussions on marketing planning, campaign development, and program execution.
• Help evaluate project effectiveness using qualitative and quantitative methods.
• Partner with the creative team to create marketing assets and copy for assigned campaign work.
• Adhere to established processes and workflows related to end-to-end campaign strategy and execution.
• Assist in campaign analytics reporting and review; help create plans based on learnings, and translate into actionable plans.

Channel Marketing Specialist

Business Intelligence Analyst

• Run business processes, and manage phases of projects that directly impact Transamerica financials.
• Support enterprise-wide market risk sensitivity calculation and QoQ change attribution as well as stress scenario to access investment portfolio risks and asset liability mismatch risks.
• Assess general account portfolio performance attribution vs. benchmark, as well as associated impact with derivatives programs.
• Support the annual setting of economic assumptions by working cohesively with members of Life, Health, Annuity, and Risk areas.
• Engage in annual discussions regarding economic assumption changes and facilitate the creation of model files that reflect the updated assumptions.
• Collaborate with actuarial peer teams and provide considerations on the development of asset-related code updates in MoSes and MG_ALFA models, and execute asset-only user testing of the updates.
• Assist customers in explanation of model results attribution and reconciliation.
• Complete required change management documentation each quarter for assumption and/or system updates.
• Resolve potential issues; escalate as appropriate.
• Improve processes to increase reliability and accuracy of results
• Assist audit partners by providing requested documentation and information as needed.
• Maintain professional and technical knowledge; attend educational workshops, review professional publications, establish personal networks, and participate in professional societies.
• Mentor more junior staff as needed.

Senior Analytical Reporting Analyst – ALM & Investment Risk

• Responsible for supporting the tax and regulatory functions within the life and annuity processing teams.
• Research complex transactions in relationship to the daily monitoring of policyholder processing.
• Comprehensive knowledge of processes and systems used for administration of tax regulations related to annuities; able to gather data from multiple administrative support systems, interpret, trouble shoot and answer business unit questions related to product taxation and reporting.
• Lead team in problem resolutions that arise due to production system problems or customer escalations
• Interpret tax law changes and identify a course of action for the various departments affected with changes in law as it relates to taxation of annuities and life products.
• Maintain and support records for functions not system supported pertaining to tax law including but not limited to aggregation, cost basis manual updates, foreign reporting, and withholding
• Serve as the lead for product enhancement initiatives impacting Information Reporting and Withholding, ensuring comprehensive testing is planned, coordinated, and executed, including validation of results to support accurate, compliant, and well-controlled implementations.
• Support management and department through implementing and monitoring individual and team objectives/goals while ensuring company policies and procedures are adhered to.
• Provide feedback and documentation for team members regarding performance, including production and quality to meet/exceed departmental objectives.
• Working with management to mentor and provide feedback to team members to ensure correct handling and customer satisfaction.

Lead Tax and Regulatory Analyst

General Counsel

• Provide legal advice and support in the development, filing, offering, and administration of life insurance products and services for our Employee Benefits division. This includes all term accident, disability, hospital indemnity, executive health, medical gap, retiree medical, Medicare supplement, and employer provide life products.
• Prepare, review, and negotiate legal contracts, documents, and agreements, including marketing, distribution, administration, TPA, and/or vendor agreements for the review of senior team members.
• Research, counsel, and draft recommendations addressing unique regulatory challenges such as state-based claims processing requirements, benefit coordination with group health plans, benefit triggers and eligibility, and the application of ERISA’s preemption clause to state insurance mandates.
• Advise on legal risks and potential impacts of business decisions, as well as escalated claims and consumer complaints.
• Monitor, review and interpret relevant changes in laws, rules and regulations, particularly those related to insurance regulations.
• As needed, support Transamerica’s Life Insurance division.
• Draft regulatory responses, disclosures, and other correspondence that may include market conduct issues from state and federal regulators for the review of senior team members.
• Collaborate with internal compliance teams to develop and implement policies and procedures to mitigate legal risks.
• Work on legal issues where analysis requires identification and evaluation of multiple factors.