Transamerica

Account Manager

• Design service models that establish metrics, quality indicators, and service standards to achieve high customer satisfaction and Net Promoter Score (NPS).
• Oversee client relationships within assigned single employer plan accounts.
• Maintain strong client loyalty and retention through consistent and proactive relationship management.
• Achieve measurable objectives for profitability, client satisfaction, and retention.
• Develop strong relationships with clients and intermediaries to support satisfaction and long‑term engagement.
• Ensure compliance standards are sustained across the team.
• Develop service and retention strategies aligned with organizational goals.
• Drive new business acceptance, client repricing, and fee waiver processes.
• Set department and team goals and priorities.
• May support firm‑wide initiatives or cross‑functional projects as needed.

Director, Single Employer Plans – Account Management

Analyst

• Support management to ensure strategic business priorities are identified, prioritized, executed and results measured.
• Maintain the strategic roadmap and business intake project portfolios.
• Utilize strategic planning templates and communications.
• Update strategic roadmap & assigned strategic dashboards/tracking mechanisms.
• Define strategic planning processes, priorities, capabilities, measures of success, etc.
• Includes cadence and timing of various inputs/outputs; coordinate development of this process with the PMO and other functional leads.
• Coordinate with peers and leaders across the organization (including the PMO as a key stakeholder) to develop and execute a holistic strategic planning process.
• Identify integrations and establish contacts across the organization to align efforts and plan implementation.
• Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.
• Prepare presentations for delivery to specific audiences, including high-level leadership.

Strategic Business Planning Analyst – Life & Annuities

• Provide professional financial advice to a virtual customer base through the Virtual Advice Center in areas such as retirement planning and financial wellness (e.g. life, advisory, annuity, IRA rollover).
• Manage and build client relationships by providing a needs-based approach to long term financial planning.
• Assist clients nearing retirement with high AUM and complex financial situations, often requiring financial planning analysis.
• Handle the most complex planning needs.
• Provide customers with education, guidance, and transparency around the analysis and solutions offered; assist with decision making.
• Ensure customer values and expectations are understood and remain at the forefront of the relationship.
• Work with specialists and fulfillment team members to implement recommended product solutions.
• Proactively manage multiple ongoing relationships through regular follow-up calls to review customer goals and satisfaction with services.
• Keep abreast of product, policies and regulations.
• Coach and mentor less experienced team members as needed.

Client Relationship Manager – III

Full-stack Engineer

• Collaborate with internal staff, contractors, offshore software engineers, and business product owners within an agile development environment.
• Analyze and research existing business processes, workflows, and systems to identify opportunities for improvement.
• Gather, document, and translate business needs into clear, actionable functional specifications.
• Support system upgrades, integrations, and deployment activities.
• Perform architecture and design work for key deliverables; lead large‑scale design sessions focused on system‑level solutions.
• Serve as a subject matter expert across multiple applications, technologies, and domains; mentor team members on design and coding standards.
• Recommend technical solutions that balance cost, business needs, and system impacts.
• Lead cross‑platform analysis and architectural design efforts to develop comprehensive end‑to‑end solutions.
• Participate in organizational committees or projects to define standards, processes, and best practices.
• Leverage third‑party software development frameworks to accelerate application development.
• Lead web development staff, including contract and offshore developers; may provide direct supervision to employees.
• Stay current with emerging technologies and rapidly learn new tools and platforms to support the environment and project delivery.
• Prepare and deliver presentations; facilitate development meetings and technical discussions.

Lead Software Engineer

Engineer

• Technical lead for projects including scoping and estimating work around EPM configurations, EPM integrations, and new data extracts to meet business needs.
• Analyze and document business requirements to ensure technical solutions address stakeholder needs.
• Collaborate with business users to map current vs. future state processes and identify improvement opportunities.
• Support testing cycles by validating functionality, documenting gaps, and coordinating with technical teams.
• Design, develop, and maintain data integration pipelines, including extracting, transforming, and loading data from sources such as IDL Raw/Structured, IDL Curated, and the ERP Data Warehouse (ERPDW) into Oracle Cloud.
• Monitor integration activities, troubleshoot errors, and optimize performance to minimize downtime and ensure data consistency.
• Collaborate with cross-functional teams to gather integration requirements, map data models, and implement security protocols for ERP integrations.
• Perform data validation, metadata management, and testing to uphold data quality and compliance in financial reporting processes.

Senior Oracle EPM Engineer

Onboarding Specialist

• Oversee managers of client onboarding teams within an assigned regional or market segment to ensure timely and quality service to clients.
• Guide managers in the interviewing, hiring, and training of staff members; set team goals in alignment with strategic objectives.
• Solicit feedback from company stakeholders to improve services and efficiency.
• Identify trends related to conversion strategies that may require additional oversight and changes to audit processes.
• Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders.
• Identify needed system enhancements and make recommendations.
• Review and authorize daily financial transactions and analyze financial impact.
• Provide information to establish team budgets.
• Assess staffing through capacity planning analysis.
• Cultivate relationships with the sales team, client management, and external partners; ensure client and internal/external partner relationships are developed and maintained throughout the implementation period.
• Serve as an escalation point for case related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations.
• Review new business opportunities with the pricing team to determine the feasibility of writing and administering the business; partner with Sales on new prospects and present the transition process and administration capabilities during finals and due diligence meetings.

Senior Manager, Client Onboarding

• Work collaboratively with other development staff, including contract and offshore Software Engineers, and business product owners.
• Perform design and analysis for deliverables.
• Lead large team design sessions for system level architecture solutions.
• Serve as a subject matter expert for a wide range of areas, applications, and technologies; mentor other team members in design/coding standards.
• Lead analysis and general architectural design across platforms toward the development of end-to-end solutions.
• Lead development staff, including contract and off-shore developers.
• Prepare presentations and lead development meetings.
• Recommend solutions which take into consideration costs, business needs, and system impacts.
• Develop, test, implement, and document mainframe-based solutions to address business requirements.
• Participate on committees or projects to help define organization-wide standards, processes, and guidelines.
• Learn and keep pace with the latest advances in the field and rapidly grasp new technologies to support the environment and contribute to project deliverables.

Actuary

• Lead multi basis financial reporting for Transamerica’s Variable Annuity and Registered Index Linked Annuity (RILA) businesses, with accountability for high quality IFRS, US GAAP, and Statutory/NAIC reporting and analysis.
• 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 – VA/RILA IFRS Valuation

Marketing

• Design and implement marketing campaign strategies to promote the sale of company products and services in [annuities, life insurance, mutual funds, employee benefits, retirement].
• Drive engagement with financial professionals through product marketing, brand affinity, and the launch of new products/solutions.
• Partner with Marketing Director to create strategic campaign plans, establish customer goals, and define key performance metrics.
• Lead staff in the design, build, and implementation of multiple complex and concurrent campaigns.
• Review addressable market to define target audiences and create programs that drive engagement relevant to the audience.
• Track and evaluate program effectiveness using qualitative and quantitative methods.
• Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; define new processes and workflows as needed.
• Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence.
• Serve as internal escalation point for campaign related issues.

Channel Marketing Manager

• 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

Scrum Master

• Facilitate Scrum ceremonies (Sprint Planning, Daily Scrum, Sprint Review, Retrospective) with rigor and purpose; ensure ceremonies produce actionable outcomes and drive transparency.
• Coach the team and stakeholders on Agile principles and practices; reinforce shared working agreements, Definition of Ready/Done, and INVEST‑quality user stories.
• Remove impediments and optimize flow, coordinating across teams and platforms; escalate risks and dependencies early and drive resolution paths.
• Leverage tooling and data (e.g., Jira) to maintain accurate backlogs/boards, capture sprint data, and report delivery metrics that inform commitments and continuous improvement.
• Partner with Product Owners to sustain a well‑refined backlog at least one sprint ahead; promote clarity of acceptance criteria and readiness for consumption.
• Align team execution to program governance, collaborating with Program Managers, and adjacent teams to support PI objectives, release planning, and cross‑team synchronization within the portfolio.
• Drive continuous improvement, facilitating data‑informed retrospectives that enhance quality, predictability, and stakeholder value delivery.
• Support compliance and governance expectations tied to SDLC and program delivery standards; uphold transparent status and decision logs.

• Researches and applies new and existing state laws and regulations.
• Drafts policy forms, riders and endorsements.
• Develops form variations required by specific states.
• Files products with the states for approval (SERFF or paper filings).
• Prepares filing letters, certifications, filing forms, fees and filing packages for multiple product types and life companies.
• Negotiates verbally and in writing with regulators to expedite product approvals or resolve disapprovals.
• Reviews advertising/marketing material filings for accuracy and compliance.
• Approves written internal product approval announcement memos.
• Makes timely and logical decisions and recommendations in complex and unusual situations in the absence of specific direction.
• Performs independently and maintains high levels of production and quality; ensures all deadlines are met.
• Interprets and modifies older policies that employ obsolete language.
• Negotiates customized policy language with marketing, actuarial, legal and the policy form compliance officer.
• Works well in a team, with actuaries, product attorneys, account executives, marketing specialists.
• Trains and mentors, the development of new employees.

Senior State Filing Analyst

Compliance

• Support the Chief Compliance Officer by identifying regulatory risk, evaluating control gaps, and driving compliance strategy.
• Lead advisory compliance for the RIA, including policies and procedures, Form ADV management, and regulatory filings (e.g., 13F, 13H).
• Oversee broker‑dealer and RIA surveillance programs, including risk‑based transaction reviews and trend analysis.
• Manage back‑end surveillance of securities activity and affiliated insurance business.
• Partner with Supervision and business leaders to investigate, escalate, and resolve potential compliance issues.
• Monitor regulatory developments impacting the broker‑dealer, RIA, and insurance activities and guide implementation across the organization.
• Lead, mentor, and develop compliance advisory and surveillance teams, fostering a strong culture of accountability and continuous improvement.
• Support and drive the continuous improvement of team performance by tracking Key Performance Indicators, recommending enhancements to core processes, and helping implement tools or solutions that improve workflow efficiency.
• Develop and deliver compliance training for home‑office and field audiences.
• Leverage compliance surveillance tools and emerging technologies to enhance risk identification and program effectiveness.

Senior Manager, Compliance – TFA

Database Administrator

• Open systems database administrator supporting Microsoft SQL Server.
• DBA responsibilities focusing on support of DB infrastructure across Microsoft Windows, AWS, and Azure environments.
• Installation, configuration and maintenance of SQL Server DBMS environments
• Proactive monitoring of all databases
• Backup, recovery and housekeeping tasks
• Incident, capacity and performance management for both production and development environments and databases
• Disaster recovery
• On-call rotation and out of hours working to support incidents and changes

Intermediate Systems Database Administrator

• Work collaboratively with development staff and business product owners in an Agile environment.
• Code, test, identify, implement, and document modern cloud-native solutions.
• Use Kiro to generate scaffolding, tests, documentation, and evaluate AI-generated code.
• Perform design and analysis for complex deliverables.
• Lead system-level architectural discussions.
• Utilize modern cloud and API-driven frameworks.
• Mentor Intermediate engineers and guide design reviews.
• Participate in pairing, collaborative design, and architecture sessions.

Director, Single Employer Plans – Account Management

Strategic Business Planning Analyst – Life & Annuities

Client Relationship Manager – III

Lead Software Engineer

Senior Oracle EPM Engineer

Senior Manager, Client Onboarding

Lead Software Engineer

Senior Actuary – VA/RILA IFRS Valuation

Channel Marketing Manager

Channel Marketing Specialist

Scrum Master

Senior State Filing Analyst

Senior Manager, Compliance – TFA

Intermediate Systems Database Administrator

Senior Software Engineer